Overview
- AMD CEO Lisa Su told investors the semi‑custom SoC for Microsoft’s next Xbox is progressing well to support a 2027 launch.
- Microsoft has not announced a launch year, and prior FTC case documents pointed to a 2028 target for the next Xbox.
- Xbox leadership has framed the coming hardware as a premium, AI‑enabled experience, with AMD and Microsoft co‑engineering silicon for consoles and handhelds.
- Analysts warn that DRAM shortages and higher component costs could affect timing or pricing, and AMD forecasts a significant semi‑custom revenue dip in 2026 before a next‑gen ramp.
- Su also said Valve’s AMD‑powered Steam Machine remains on track to start shipping early in 2026.