'Our focus areas are enterprise... and just continuing to grow at the premium, you know, higher-end of the market': AMD CEO plays down global memory shortage, says she expects PC market to shrink

1. Pro

'Our focus areas are enterprise... and just continuing to grow at the premium, you know, higher-end of the market': AMD CEO plays down global memory shortage, says she expects PC market to shrink News By Efosa Udinmwen published 5 February 2026

AMD reports strong revenue despite market pressures

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.

Image Credit: Pixabay (Image credit: AMD)

• Copy link
• Facebook
• X
• Whatsapp
• Reddit
• Pinterest
• Flipboard
• Threads
• Email

Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Tech Radar Get the TechRadar Newsletter

Sign up for breaking news, reviews, opinion, top tech deals, and more.

Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors By submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over.

You are now subscribed

Your newsletter sign-up was successful

An account already exists for this email address, please log in. Subscribe to our newsletter

• AMD quarterly revenue surges despite mounting pressure across the global PC market
• Memory and SSD prices are making new PC builds increasingly unrealistic
• AMD expects PC demand to decline even while its own sales rise

Memory and SSD prices have continued to rise sharply, creating major hurdles for building new PCs, as in some cases, RAM kits now cost four times more than recent lows - but despite these pressures, AMD expects its PC business to grow in 2026.

"Even in that environment, with the PC market down, we believe we can grow our PC business…I think the PC market is an important market. Based on everything we're seeing today, we're probably seeing the PC [Total Addressable Market] down a bit," AMD CEO Dr. Lisa Su said announcing the company's most recent financial results.

"Our focus areas are enterprise... and just continuing to grow at the premium, you know, higher end of the market."

You may like

• AMD exec: Radeon GPU stock won't be an issue, but price rises are likely
• PC sales set for a 2026 downturn as memory demand hits other devices
• It's a Ryzen rollercoaster, alright - new figures show Intel struggling to keep pace in the server market as AMD sees a huge surge

PC market challenges remain

AMD announced $10.3 billion in revenue for its most recent financial quarter, marking a 34% year-over-year increase and bringing total annual revenue to $34.6 billion.

The results include $440 million in inventory of Instinct MI308 accelerators, of which export controls cleared about $360 million.

Total MI308 revenue from sales to China reached about $390 million during the quarter. Gross margin stood at 54%, with net income totaling $1.5 billion.

For the full year, AMD reported a 52% non-GAAP gross margin and $6.8 billion in net income, reflecting steady financial performance despite broader market uncertainty.

Are you a pro? Subscribe to our newsletter

Sign up to the TechRadar Pro newsletter to get all the top news, opinion, features and guidance your business needs to succeed!

Contact me with news and offers from other Future brandsReceive email from us on behalf of our trusted partners or sponsorsBy submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over.

AMD’s data center business is now its largest segment and generated $5.4 billion for the quarter, up 39% year-over-year.

Full year data center revenue reached $16.6 billion, representing 32% growth, although it remains smaller than Nvidia’s data center revenue of $51.2 billion.

The client and gaming segment posted $3.9 billion for the quarter, a 37% year-over-year increase, with full year revenue reaching $14.6 billion, up 51%.

You may like

• AMD exec: Radeon GPU stock won't be an issue, but price rises are likely
• PC sales set for a 2026 downturn as memory demand hits other devices
• It's a Ryzen rollercoaster, alright - new figures show Intel struggling to keep pace in the server market as AMD sees a huge surge

Gaming-only revenue rose 50% to $843 million, driven by semi-custom consoles such as the PlayStation 5 and handheld devices like the Steam Deck, along with Radeon GPUs.

AMD’s Ryzen CPUs fall under the client business, and demand for GPUs and AI tools continues to shape revenue trends.

The embedded segment generated $950 million for the quarter, up 3% year-over-year, although full year revenue declined 3% to $3.5 billion.

AMD has said that growth in premium enterprise products and client upgrades could offset slower performance in smaller segments, particularly as RAM and SSD prices remain high.

Follow TechRadar on Google News and add us as a preferred source to get our expert news, reviews, and opinion in your feeds. Make sure to click the Follow button!

And of course you can also follow TechRadar on TikTok for news, reviews, unboxings in video form, and get regular updates from us on WhatsApp too.

TOPICS AMD Efosa UdinmwenFreelance Journalist

Efosa has been writing about technology for over 7 years, initially driven by curiosity but now fueled by a strong passion for the field. He holds both a Master's and a PhD in sciences, which provided him with a solid foundation in analytical thinking.

View More

You must confirm your public display name before commenting

Please logout and then login again, you will then be prompted to enter your display name.

Logout Read more AMD exec: Radeon GPU stock won't be an issue, but price rises are likely    PC sales set for a 2026 downturn as memory demand hits other devices    It's a Ryzen rollercoaster, alright - new figures show Intel struggling to keep pace in the server market as AMD sees a huge surge    DRAM prices set to almost double by March 2026, and yes, we all have our AI overlords to thank for that wonderful news    PC component crisis just got worse as major RAM maker gives up on consumers    Sapphire advocates patience on RAM crisis – predicts stability in 2026    Latest in Pro HP Color LaserJet Pro 4201dw (4202dw) review: I love this laser printer’s rich black text, and hate the retro dial    Startups, listen up: Proton says you're not "too small" to be hacked    ExpressVPN unveils new standalone password manager – ExpressKeys is now available for iOS and Android    Forget Seahawks vs Patriots: Wix vs Squarespace is the real showdown at Super Bowl 2026    Notta Memo AI voice recorder review    Critical n8n flaws discovered - here's how to stay safe    Latest in News Guerrilla announces Horizon Zero Dawn spin-off Horizon Hunters Gathering, a 'tactical' 3-player co-op action game coming to PS5 and PC    The Elder Scrolls 4: Oblivion Remastered is coming to Nintendo Switch 2 this year, along with two other huge Bethesda games    Sony says Ghost of Yotei made a 'significant contribution' to the 8 million PS5 units that were sold in late 2025, a feat that surpassed the Nintendo Switch 2 by 1 million units    Steam Machine is delayed due to RAM crisis — and price is to be 'revisited'    Marvel fans have their say on two new rumors about Avengers: Secret Wars    Spotify competes with Amazon with new partnership that allows you to buy physical books    LATEST ARTICLES

1. 1'Our focus areas are enterprise... and just continuing to grow at the premium, you know, higher-end of the market': AMD CEO plays down global memory shortage, says she expects PC market to shrink
2. 2Is that a mini PC or a NES? Acemagic Retro X3 features some familiar casing, but with a welcome hardware boost inside
3. 3Bulletproof hosting providers renting cheap infrastructure to supply virtual machines to ransomware hackers
4. 4I tested the Notta Memo and ditched handwritten notes for searchable AI transcripts
5. 5AI bot web traffic is closing in on human usage, experts warn