Verified peer comparison
APH vs AMD
Amphenol Corporation compared with Advanced Micro Devices, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.
APH
Amphenol Corporation
$189.43
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AMD
Advanced Micro Devices, Inc.
$167.45
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Company-specific comparison
Business exposure
APH: Electronic Components
AMD: Semiconductors
Upside lens
APH: Higher rack density and data rates increase connector, cable and high-speed interconnect content. Modernization programs can support rugged interconnect and sensor demand across long program lives. Decentralized integration of complementary connector and sensor businesses can broaden customers and technology.
AMD: MI accelerator traction and server CPU mix
Risk lens
APH: Frequent transactions create valuation, integration and operational-control risk. Automotive, industrial and communications customers can reduce production and inventory rapidly. Tariffs, labor constraints and regional disruption can affect costs and customer deliveries.
AMD: software ecosystem gap and intense Nvidia competition
Verified sources
Amphenol Reports First Quarter 2026 ResultsAmphenol Corporation · earningsVerified
Amphenol Corporation Investor RelationsAmphenol Corporation · companyVerified
Fetched: 7/12/2026, 12:00:00 AM UTC
Open original sourceAmphenol Corporation SEC FilingsU.S. Securities and Exchange Commission · filingVerified
Fetched: 7/12/2026, 12:00:00 AM UTC
Open original sourceAMD Reports First Quarter 2026 Financial ResultsAdvanced Micro Devices, Inc. · earningsVerified
AMD Investor RelationsAdvanced Micro Devices, Inc. · companyVerified
Fetched: 7/11/2026, 12:00:00 AM UTC
Open original sourceAMD Form 10-Q for the quarter ended March 28, 2026U.S. Securities and Exchange Commission · filingVerified
AMD editorial research profileAlphaVue Research · editorialVerified
Fetched: 7/11/2026, 12:00:00 AM UTC