AMD CEO Says Next Gen Xbox SoC Is On Track for a 2027 Launch Window
Microsoft’s next generation Xbox hardware is moving through silicon development at pace, according to AMD chief executive officer Dr. Lisa Su. During AMD’s fourth quarter and full year 2025 earnings call, Su said development of Microsoft’s next gen Xbox featuring an AMD semi custom SoC is “progressing well to support a launch in 2027.” That is not a formal launch confirmation from Microsoft, but it is a meaningful signal that AMD’s console roadmap and delivery readiness are aligning with a 2027 target window.
The comment arrived alongside AMD’s expectation that semi custom revenue will decline in 2026 as the current console cycle matures. That framing matters because it positions 2026 as a transition year where the legacy install base remains important, while the next platform ramp begins behind the scenes through design finalization, validation milestones, and manufacturing readiness.
For players, the practical takeaway is that the next gen Xbox pipeline appears to be in active execution rather than speculative planning. For the broader ecosystem, it is another example of how AMD’s semi custom business remains strategically sticky. It locks in long lead time collaboration across CPU, GPU, memory, I O, and platform level optimization, which tends to translate into long lifecycle platform consistency.
AMD’s statement also reinforces the market narrative that premium console hardware in the next cycle will likely blur even further into PC adjacent territory, where platform value comes from performance per watt, software compatibility, and a scalable pipeline for first party and third party content.
What do you think Microsoft should prioritize most for the next gen Xbox, raw performance, a PC hybrid approach, or a more aggressive price point?
