Sravan Kundojjala, a semiconductor industry analyst, noted that if Xilinx results are excluded, Sony accounts for 20% of AMD's revenue, probably making it the company's largest customer in recent history. " But AMD's earnings from PlayStation 5 and Xbox Series S|X SoCs will likely decline in 2023 and onwards since sales of consoles usually peak in their third year and platform holders tend to renegotiate components pricing after that. "Given where we are in the cycle, we would expect gaming to be down on a year-over-year basis," said Su