At the 2026 Consumer Electronics Show (CES), AMD, long known for its chip manufacturing, launched a series of new AI PC chips aimed at promoting the widespread application of artificial intelligence from the cloud to laptops and mobile devices. These new products include the AMD Ryzen AI400 series processors, the Ryzen AI Max + processor, designed for thin laptops and small desktops, as well as the Ryzen AI Pro400 series. Notably, AMD also introduced its first AI development platform, AI Halo.
The new Ryzen AI400 and Ryzen AI Pro400 series processors are based on AMD's fifth-generation CPU microarchitecture, Zen5, and feature the second-generation AMD XDNA2 neural processing unit (NPU). These AI processors are expected to be officially released in the first quarter and will be used on devices from multiple hardware suppliers, including Acer, ASUS, Dell, HP, Lenovo, and GigaByte.
AMD's new AI processors are competing with Intel's Core Ultra series processors, which were released in October 2025. Industry analyst Ben Yeh from Omdia stated that both AMD and Intel's AI PC chips will be significant advancements in the AI market. He pointed out that AMD's relationship with PC manufacturers has been improving, especially with Dell, where the share of AMD chips increased from 1% in Q1 2025 to 6% in Q3. This change indicates that AMD is steadily enhancing its market position.
However, competition remains intense. Yeh said that AMD needs to convince business customers that its products are superior to competitors, which is not just about hardware improvements but also about strengthening the entire ecosystem, which takes time. Additionally, AMD and the entire industry face challenges with supply chain issues, and shortages of memory and storage could affect upcoming PCs.
Key Points:
🌟 AMD launched new AI PC chips at CES, helping to popularize AI on end devices.
📈 AMD's relationship with PC manufacturers continues to improve, with a gradual increase in market share.
⚠️ Supply chain issues in the industry may affect the release of new products and technological development.
