AMD · News · 20261104N
Client and Gaming demand trends
ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 47 · Surprise 48 · In source text
Higher memory and component costs weighed on PC demand, and PC sales slowed late in AMD’s third quarter. The report said consumers would be more sensitive to higher system prices, while AMD’s Client revenue was $2.95 billion, up 7% year over year but down about 4% sequentially. AMD expects market-wide PC shipments to decline by a double-digit percentage in 2027 and is managing inventory carefully in anticipation.
Key facts
- AMD expects PC shipments across the market to fall by a double-digit percentage in 2027 and is managing inventory carefully until then. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | contingent | — | AMD expects PC shipments across the market to fall by a double-digit percentage in 2027 and is managing inventory carefully until then. |