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Tom’s Hardware
Tom’s Hardware
Technology
Jake Roach

AMD expects 20% decline in gaming revenue from 'higher memory and component costs' in the second half of the year — CEO Lisa Su warns of further memory crunch

Lisa Su Memory Sony Microsoft
A general view of the office building of AMD is in Pudong, Shanghai, on February 9, 2026. (Photo by Ying Tang/NurPhoto).

AMD announced its financial results for the first quarter of 2026 on Tuesday, noting record revenue in the data center while warning of a further memory crunch on the consumer side. AMD says it's bracing for impact in the second half of the year, noting the headwinds of component pricing and "planning the business accordingly," says AMD CEO Lisa Su.

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