AMD Captures Increased CPU Market Share, Outperforming Intel
Driven by high demand for its Epyc and Ryzen processors, AMD's gains signal a competitive shift in the CPU market and a recovering PC industry.
- AMD has seen a significant increase in CPU revenue share, particularly in the server market with its Epyc processors, achieving a 31.1% revenue share.
- The demand for AMD's 4th-generation Epyc and Ryzen 7000-series processors contributed to its growth, with notable gains in both desktop and notebook segments.
- Intel, while experiencing a revenue jump in Q4 2023, faced a decline in its data center business and lost market share to AMD.
- The overall PC market shows signs of recovery, with slight growth in shipments and optimism for 2024, driven by advancements in AI and potential new releases like Windows 12.
- AMD is preparing to release new motherboards for its upcoming Ryzen 9000 Granite Ridge desktop processors, maintaining compatibility with the AM5 CPU socket.