#1
#1 out of 1
technology10h ago
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.
Vote 0