AMD Says Memory Price Surge Doesn’t Hurt Business

At CES 2026 in Las Vegas, AMD's SVP & GM Rahul Tikoo told Tom's Hardware that rising DRAM and SSD prices and supply tightness are not expected to affect AMD's business this year. He noted consumers may trade off memory or CPU choices, while IDC forecasts PC shipments could fall up to 9% in 2026, and AM5 platform's DDR5 requirement may delay upgrades.
Key Points
- 1States that AMD sees no business impact from current DRAM and SSD price increases.
- 2Highlights supply tightness driving higher prices while consumers may adjust configurations.
- 3Advises builders to buy RAM/SSDs only if needed; expect postponed upgrades.
Scoring Rationale
Official AMD executive statement provides credible, actionable market update; limited novelty and primarily affects consumer PC hardware segment.
Sources
Public references used for this report.
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