AMD's Su Warns: PC Shipments Could Drop Double Digits by 2027

AMD CEO Lisa Su says the company is planning for a double-digit percentage decline in global PC shipments in 2027, as rising component costs push buyers to hold back.

Here's some news that might make you think twice before starting that new build. AMD CEO Lisa Su has given a pretty gloomy forecast: the company is planning for global PC shipments to fall by a double-digit percentage year-over-year in 2027.

Su shared the outlook during AMD's Q3 2026 earnings call, according to PC Guide. She pointed to rising component costs and how they're affecting demand, noting that PC sales had already started slowing down by the end of Q3 2026 as consumers grew more cautious about spending on pricey hardware. In that environment, AMD is hoping to outperform the broader market by pushing forward with its Ryzen roadmap and expanding its footprint in the commercial segment.

For PC gamers, the most immediate sting comes from build costs. The ongoing memory shortage has rippled through multiple parts of the PC industry, driving up prices for memory, storage, and graphics cards alike. That means putting together a new rig or upgrading an old one is getting more expensive by the day. The report partly attributes the sky-high memory demand to AI companies and data centers, and manufacturers are struggling to keep prices down.

The earnings numbers tell another side of the story. Su said AMD's gaming revenue dropped 40 percent year-over-year to $773 million, mainly because semi-custom chip sales are down at this stage of the console cycle, a shift that was expected. Meanwhile, AMD's data center business is still doing well, with strong demand for EPYC processors and Instinct AI accelerators.

So what does this mean for you? If you've been eyeing a new GPU or a RAM upgrade, the next couple of years might not bring much relief on pricing. On the plus side, AMD's console chip slowdown is a normal part of the cycle, and its data center strength suggests the company isn't exactly struggling overall.

Are you planning a build anytime soon, or are you holding off until prices settle? Let us know in the comments.