I can't imagine it's looking good in the consumer space, but server space seems to be lit[1]:

Su said that typically, the first quarter (Q1) is slower due to seasonal patterns, but AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs. This growth underscores the company’s ability to capitalize on rising demand for AI compute and enterprise workloads, even during traditionally quieter periods.

“We are going into a big inflection year here in 2026. The CPU business is absolutely on fire.”

[1]: https://stocktwits.com/news-articles/markets/equity/amd-ceo-...

None. Every component is seeing huge demand.