AMD · Earnings call · 2026Q3T · Full report

Macroeconomic Consumer Pressure

ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 42 · Surprise 40

Management said PC sell-through slowed late in the third quarter as higher memory and other component costs raised system prices and weighed on demand. The company expects PC market unit shipments to decline by a double-digit percentage in 2027. AMD plans to focus on enterprise, premium consumer and desktop-channel markets while keeping customer and channel inventory healthy.