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Su Zifeng Warns of Further Tightening in Memory Supply, AMD's Gaming Business Expected to Plunge by Over 20%
5 day ago /
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Author：小编
On May 6, 2026, during AMD's first-quarter earnings call, CEO Su Zifeng warned that global memory supply would tighten further in the second half of the year, increasing cost pressures for consumer products and leading to a decline in demand for client and gaming businesses. AMD is adjusting its business plans accordingly. CFO Jean Hu noted that due to rising memory and component costs, gaming business revenue (including GPUs and consoles) is expected to decline by more than 20% sequentially in the second half of the year compared to the first half. Despite consumer-side pressures, AMD anticipates a 70% year-over-year increase in data center CPU revenue for the second quarter, with AI computing demand remaining the core driver.
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