Technology

AMD expects 20% decline in gaming revenue from 'higher memory and component costs' in the second half of the year — CEO Lisa Su warns of further memory crunch

Source

Tom's Hardware

Published

May 5, 2026

TL;DR

AI Generated

AMD reported record revenue in the data center for the first quarter of 2026 but anticipates a 20% decline in gaming revenue in the second half of the year due to increased memory and component costs. The company's CEO Lisa Su highlighted the challenges posed by higher pricing and expects a significant impact on the consumer business. Despite the expected decline in gaming revenue, AMD foresees a 70% year-over-year increase in data center CPU revenue in the second quarter driven by heightened AI demand. The company aims to navigate these challenges by adjusting its business strategies accordingly.

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AMD expects 20% decline in gaming revenue from 'higher memory and component costs' in the second half of the year — CEO Lisa Su warns of further memory crunch

TL;DR

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China's next-gen CPUs and GPUs prepare to challenge last-gen Intel and AMD in 2027 — Loongson 3B6600 and 9A1000 aim to match Intel's 12th Gen and AMD's RX 550

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AMD is reportedly developing an entry-level RDNA 4 GPU with 8GB of VRAM — RX 9050 rumored to debut with 2048 cores, more than RX 9060