DRAM drought to dog AMD's chips this year

AMD expects its PC CPU shipments to decline in the second half of the year because of the memory supply crisis, but hopes that expanding corporate sales will pick up the slack.

During a conference call for the chip firm’s Q1 2026 financial results, chair and CEO Lisa Su outlined the effects the memory shortage is having, even on some of the biggest firms in the industry.

“We are planning for second half PC shipments to be lower due to higher memory and component costs,” Su told analysts on the call. “Against this backdrop, we still expect our Client revenue to grow year-over-year and outperform the market, driven by the strength of our Ryzen portfolio and expanding commercial adoption.”

As Reg readers will be aware, some types of memory have more than quadrupled in price since last year, due to the makers switching their factory capacity to favor HBM ...