winjer
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Amazon sold 60% fewer CPUs than a year ago, pointing to a stalled PC refresh cycle
According to figures compiled by TechEpiphany, Amazon sold about 26,100 CPUs in the US in January 2026. AMD's X3D lineup continues to dominate, pushing the company's market share to an eye-popping 88 percent. But look closer and the story shifts from competitive wins to supply constraints: AI data centers are soaking up DRAM, and consumer hardware is paying the price.
A year-over-year comparison from German outlet 3DCenter underscores the slump. Combined AMD and Intel CPU sales on Amazon fell 59% from January 2025, when the two companies moved 63,840 units. December 2025 was little better, posting a 46% drop compared to December 2024. Market share hasn't changed much, but absolute sales have cratered.
However, since AI data centers have consumed most DRAM and NAND manufacturing capacity, the prices of DDR5 RAM sticks have skyrocketed. Because Ryzen 9000 processors require DDR5, many builders are falling back to older Ryzen 5000 and even 3000-series chips, where DDR4 memory remains comparatively affordable.
This is likely not just a problem with Amazon. As it's very likely that all hardware stores are seeing drops in hardware sales due to price increases in Ram, Nand Flash, HDDs, GPUs and even cooper for electronics and coolers.