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

AMD reported record first-quarter 2026 data center revenue, helped by continued AI-driven demand.

The company warned that higher memory and component costs could weaken client and gaming demand later this year.

AMD expects second-half gaming revenue to fall by more than 20% versus the first half.

Data center CPU revenue is still expected to grow strongly next quarter, offsetting softness in consumer hardware.