AMD Gains Market Share in x86 Client CPUs Despite Shrinking Market
Advanced Micro Devices (AMD) has surpassed a significant milestone by capturing over 30% market share for x86 client CPUs, according to Mercury Research. This marks the first time AMD's share exceeded Intel’s since it was at just 21.1% two years ago. However, this growth occurred in a shrinking desktop and laptop PC market due to rising memory prices that reduced overall demand. The more critical battleground is the data center segment, where AMD has made substantial gains. Its server CPU revenue doubled to $6.7 billion in Q2 2026, with its share reaching 34.5%. CEO Lisa Su anticipates further growth as hyperscalers like Amazon and Microsoft increase their use of AMD chips driven by AI demand. Despite Intel's continued dominance (with a 69.7% client CPU market share), it is losing ground across all segments, including desktops, laptops, and servers. While switching costs still favor Intel due to long-standing system integrations, the momentum clearly favors AMD.
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Topics: AMD data center revenue Intel market share x86 CPUs