AMD gains CPU share as Intel fights supply squeeze

"Intel continues to lose market share to rival AMD across server, desktop, and mobile processors, and this has been noticeable in PCs thanks to supply constraints on Chipzilla's processors. The latest figures from PC component watcher Mercury Research, covering Q4 of 2025, indicate that AMD now accounts for about 36 percent of the CPUs going into desktop PC systems, quite a jump from just under 27 percent for the same time last year."

"This is despite Intel suffering supply constraints on client processors due to a decision the company made earlier in the year to reallocate manufacturing capacity to output more server chips. This hurt its ability to build and sell processors for PCs. As a consequence, total x86 processor unit shipments declined during the last quarter of 2025, which was unusual as the fourth quarter would normally see the highest sequential growth in unit shipments for the year, Mercury says."

"Server CPU shipments were up strongly during Q4, according to Mercury, with Intel's deliveries growing at nearly double the seasonal average, but AMD saw growth at more than triple the seasonal average. For AMD, its 5th Gen Epyc chips accounted for more than 50 percent of server revenues for the first time during the quarter, and Intel's Emerald Rapids 5th Gen family is also believed to have taken the lead from the Sapphire Rapids 4th Gen portfolio to become Intel's best-selling server parts."

AMD increased desktop CPU placements to about 36 percent in Q4 2025, up from just under 27 percent a year earlier. AMD's share of mobile laptop chips rose to 26 percent from 23.8 percent. Intel reallocated manufacturing capacity toward server CPUs earlier in the year, causing client-processor supply constraints that reduced PC-focused output. Total x86 processor unit shipments declined in Q4 2025, an atypical seasonal result. AMD's gaming SoC shipments fell amid a console-cycle slowdown. Server CPU shipments rose strongly, with Intel deliveries near double seasonal averages and AMD growth at more than triple; AMD's 5th Gen Epyc drove over 50 percent of server revenues, while Intel still held just over 71 percent server share.

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