AMD warns rising memory costs will hit PC shipments

pERSONAL TECH

DRAM drought to dog AMD's chips this year

Commercial PC demand expected to cushion broader slowdown

AMD expects its PC CPU shipments to decline in the second half of the year becauseof the memory supply crisis, but hopes that expanding corporate sales will pickup the slack.

During a conference call for the chip firm’s Q1 2026financial results, chair and CEO Lisa Su outlined the effects the memoryshortage is having, even on some of the biggest firms in the industry.

“We are planning for second half PC shipments to be lowerdue to higher memory and component costs,” Su told analysts on the call. “Against this backdrop, we still expect our Client revenue to growyear-over-year and outperform the market, driven by the strength of our Ryzenportfolio and expanding commercial adoption.”

As Reg readers will be aware, some types of memoryhave morethan quadrupled in price since last year, due to...

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