AMD Q2 conference call: The key focus from the second half of this year to the first half of next year will be on increasing the production capacity of MI355.

Recently, AMD(AMD.US) held a financial report conference call for the second quarter of 2025. Overall, in the second quarter, AMD's revenue was $7.7 billion, with data center revenue reaching $3.2 billion. The company stated that the data center business achieved strong double-digit growth in the quarter, with both servers and MI seeing growth, with the most significant increase coming from the strong performance of MI355. AMD mentioned that the adoption of MI355 is faster than expected. The focus for the second half of this year to the first half of next year will be on increasing the production capacity of MI355. MI355 started production and shipped a small amount in the June quarter, and is expected to see significant growth starting in the third quarter, with continuous growth expected in the fourth quarter. Regarding the MI400 series, the company expressed that the design and implementation details of the MI400 series' full rack scale are numerous, and they are currently collaborating with major customers to ensure full compatibility with their data center construction by the time the Helios rack is introduced in 2026. The company is also looking forward to the AI opportunities brought by MI355 and MI400 series in the second half of this year and in 2026. This text excerpt also includes questions and answers relating to various aspects of AMD's business, including client business performance, expectations for the Chinese market, opportunities with the MI308 and MI400, AI projects, data center GPU business, gross margin rate, revenue growth expectations, and more.