$INTC just hit a 31-year low in x86 CPU share — now at 69.3%, the first time below 70% since 1995.
$AMD reached a record 30.7% share. Including semi-custom, embedded, and IoT products, Intel sits at 65.9% vs AMD's 34.1%.
AMD gained ground across every major segment:
• Server share rose to 34.5% (closer to 46% on an adjusted basis)
• Desktop share hit 34.9% despite total desktop shipments falling over 20%
• Laptop share climbed to 28.9%
The irony? Intel's Data Center Group posted record 59% year-over-year revenue growth in the same quarter and signed multiple long-term CPU supply agreements.
Intel still leads in volume across every category, but the gap is narrowing fast. AMD is converting product momentum into real share gains, and both face rising competition from Arm-based designs.
Market share erosion during a demand surge is the kind of signal that separates cyclical strength from structural weakness. Watch how this plays out over the next few quarters.
$AMD reached a record 30.7% share. Including semi-custom, embedded, and IoT products, Intel sits at 65.9% vs AMD's 34.1%.
AMD gained ground across every major segment:
• Server share rose to 34.5% (closer to 46% on an adjusted basis)
• Desktop share hit 34.9% despite total desktop shipments falling over 20%
• Laptop share climbed to 28.9%
The irony? Intel's Data Center Group posted record 59% year-over-year revenue growth in the same quarter and signed multiple long-term CPU supply agreements.
Intel still leads in volume across every category, but the gap is narrowing fast. AMD is converting product momentum into real share gains, and both face rising competition from Arm-based designs.
Market share erosion during a demand surge is the kind of signal that separates cyclical strength from structural weakness. Watch how this plays out over the next few quarters.