8legs: Advanced micro devices (amd)

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AMD CEO downplays PC memory crunch, saying 'our focus areas are enterprise' — company wants to focus on growing 'higher-end of the market'

AMD will focus on enterprise and premium PC markets despite memory pricing pressures.
AMD reports data center revenue growth and predicts a PC market contraction in 2026 due to memory shortages.
Industry observers note RAM prices remain high with some signs of leveling, influencing PC build costs.
AMD maintains that its enterprise segment is now the largest business, signaling strategic emphasis away from consumer-only growth.
AMD hints at a next-gen Xbox launch in 2027 amid broader product and market commentary.
AMD reports full-year revenue of $34.6 billion with a gross margin of 52% on a non-GAAP basis.
AMD's data center revenue for the quarter rose 39% year over year.
Analysts caution that PC prices could jump due to memory shortages, with some estimates around 8% in 2026.
Krams and other memory makers indicate continued supply tightness despite efforts to stabilize.
AMD emphasizes the PC market’s contraction as part of a broader market dynamic in 2026.
AMD attributes some growth to higher semi-custom revenue and Radeon GPU demand.

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