AMD’s stock faces a fresh risk — and this one has nothing to do with AI - MarketWatch

1. AMD faces oversupply risks in the PC market due to high CPU shipments. 2. Fourth-quarter CPU shipments were 13% higher than PC shipment growth. 3. PC shipments in Q4 2024 were 30% below 2021 pandemic peaks. 4. Analysts believe potential tariffs influenced PC chip ordering some. 5. AMD's fourth-quarter shipments exceeded COVID-19 peak levels but face skepticism.