In the first quarter of 2026, AMD's consumer and gaming division revenue grew by 23% year-over-year, reaching $3.94 billion, but decreased by 9% compared to the previous quarter. The company noted that the consumer processor segment showed strong results due to new products, including desktop Ryzen 9000X3D and the mobile Ryzen AI lineup.
Manufacturing partners such as Dell, HP, and Lenovo are actively expanding their range of devices based on Ryzen AI 300/400 for the mass market, as well as more powerful Ryzen AI MAX solutions for workstations and AI tasks. Sales of these solutions grew by more than 50% year-over-year.
Despite sustained demand for Ryzen processors in the second quarter, AMD expects a reduction in shipments in the second half of the year. This is due to a shortage and rising costs of RAM because of high demand from data centers and the AI sector.
CEO Lisa Su stated that the company has secured sufficient memory supply volumes through close cooperation with partners, but the market remains tight. The primary demand for memory is currently in the data center segment.
CFO Jean Hu added that the gaming division's revenue has already decreased by 15% sequentially, and in the second half of the year, the decline could exceed 20% compared to the first half.
Rising component prices affect not only the PC market. Microsoft and Sony have already announced price increases for Xbox Series and PlayStation 5 consoles, and according to analysts, this may not be the last wave of price hikes.