Adeia Inc. filed a patent‑infringement lawsuit against Advanced Micro Devices, Inc. (AMD) in the U.S. District Court for the Western District of Texas on November 3, 2025. The suit claims that AMD’s products infringe ten of Adeia’s patents, including seven covering hybrid bonding technology and three covering advanced process node technology.
The lawsuit focuses on AMD’s 3D V‑Cache technology, which Adeia says incorporates its patented innovations. AMD has denied the allegations, stating that its designs are independently developed and that it will vigorously defend against the claims.
AMD’s Q3 2025 earnings, scheduled for release on November 4, 2025, are expected to show revenue of $8.70‑$8.75 billion and diluted earnings per share of $1.17. The company’s Q2 2025 results reported revenue of $7.70 billion and diluted GAAP EPS of $0.54, with a $0.80 billion charge related to U.S. export controls on MI308 products.
Adeia’s Q3 2023 revenue fell short of analyst estimates, prompting a downward revision of its full‑year guidance. The lawsuit is expected to impact the company’s licensing business.
Adeia spun out of Xperi (formerly Tessera) and holds a portfolio of more than 13,000 patents. The company’s strategy centers on monetizing its intellectual property through licensing agreements and litigation, a model that has drawn criticism from some industry observers.
The lawsuit underscores the importance of intellectual property in the semiconductor industry and could affect AMD’s ability to use certain technologies in its AI accelerators and data‑center processors. The outcome will be closely watched by industry analysts and investors.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.