'We now expect second half gaming revenue to decline more than 20%': AMD feeling the sting of the memory supply crisis

AMD reports it made $10.3 billion in revenue during the first quarter of 2026. While revenue growth has been more or less flat quarter-on-quarter, this figure otherwise represents a growth of 38% compared to the same period in 2025. By all accounts, AMD is continuing to dine well on the demand for "high-performance CPUs and accelerators" from the AI industry—though even this heavy hitter won't be immune to 'headwinds' caused by the memory supply crisis.

First, let me break down that frankly...