AMD · News · 20261104N

Macroeconomic Consumer Pressure

ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 47 · Surprise 48

AMD expects PC shipments across the market to decline by a double-digit percentage in 2027, according to CEO Lisa Su. The report attributes pressure on PC demand to higher memory and component costs and says consumers may be more sensitive to higher system prices. AMD said it is managing inventory carefully in preparation for the projected market contraction.

Key facts

• CEO Lisa Su said higher memory and component costs weighed on PC demand, and consumer markets would be more sensitive to higher system prices. source