'We now expect second half gaming revenue to decline more than 20%': AMD feeling the sting of the memory…
AMD anticipates a significant decline in its gaming revenue for the second half of 2026, projecting a drop of over 20% due to the ongoing memory supply crisis and rising component costs. While the company's data center segment is thriving due to AI demand, the consumer PC and gaming markets are expected to be impacted. AMD CEO Lisa Su noted that the tail-end of the PlayStation 5's console cycle also contributes to a year-over-year decline in semi-custom revenue.
- Entities
- Company: Microsoft
- Topic: AI
- Person: Lisa Su
- Platform: PlayStation 5
- Company: AMD
- Platform: PC
- Topic: Memory Supply Crisis
- Topic: Gaming Revenue
- Company: NVIDIA
This article was reported and published by pcgamer.com. feed.gg links to it as part of a story cluster — full text, images and rights remain with the publisher.