""We are planning for second half PC shipments to be lower due to higher memory and component costs," Su told analysts on the call. "Against this backdrop, we still expect our Client revenue to grow year-over-year and outperform the market, driven by the strength of our Ryzen portfolio and expanding commercial adoption.""
""We expect second half demand in gaming to be impacted by higher memory and component costs. We now expect second half gaming revenue to decline more than 20 percent compared to the first half," commented CFO Jean Hu."
""The huge hike in memory costs is having an impact on PC sales, with analyst Gartner estimating that we will see a drop in shipments of more than 10 percent during 2026.""
""Worst affected will be budget models, because vendors won't be able to build them at a price that will satisfy cost-conscious buyers - those looking for systems below about the $500 mark.""
AMD predicts a decrease in PC CPU shipments in the second half of the year due to a memory supply crisis. CEO Lisa Su noted that higher memory and component costs are affecting the industry. Despite this, AMD expects year-over-year growth in Client revenue, driven by its Ryzen portfolio and increased commercial adoption. However, gaming revenue is projected to decline over 20 percent in the second half. Analyst Gartner forecasts a more than 10 percent drop in overall PC shipments in 2026, particularly affecting budget models.
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