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RT NEWS: #AMD CEO Lisa Su said on the Q3 call that 2027 revenue should grow "more than 80%" and server revenue double; "demand is higher than supply" ...
What happened
AMD CEO Lisa Su said on the Q3 call that 2027 revenue should grow "more than 80%" and server revenue should double; in the DataCenter segment "demand is higher than supply," while the PC market is planned "double-digit percentage down." These are management expectations stated on the call; the source does not state the cause.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
DataCenterPC
AMDguidance2027DataCenterPCdemand-supply
Source and time
Source: TrendForce Official (Market Data) · 11/5/2026 · View original source
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