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Random_Matt on 16 August 2025
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Bofferbrauer2 said:
Jizz_Beard_thePirate said:

AMD Desktop “Ryzen” CPUs See Massive Share Increase In Q2 2025, Revenue Almost Matching Datacenter “EPYC” CPUs: X3D & AM5 Set New x86 Records

https://wccftech.com/amd-desktop-ryzen-cpus-massive-share-increase-q2-2025-revenue-matching-datacenter-epyc-cpus-x3d-am5-new-x86-records/

Just to put some numbers to that "massive increase"

  • Server revenue share increased 7.2% points Y/Y and 1.5% points Q/Q to a record 41%.
  • Client revenue share increased 9.8% points Y/Y and 1.3% points Q/Q to 27.8%.
  • Desktop revenue share increased 20.5% points Y/Y and 4.9% Q/Q to 39.3%.
  • Mobile revenue share increased 3.9% points Y/Y and 0.7% points Q/Q to 21.5%
  • Overall revenue share increased 8.8% points Y/Y and 1.3% points Q/Q to 33.0%.

Desktop more than doubled market share YoY and almost 5 percentage points in the last quarter, meaning that that growth is not slowing down much. Intel really shot themselves in the foot since the 13th gen with their self-immolating 13th/14th gen chips and Core Ultra being slower in gaming than their predecessors. 

Intel is really saved by their mobile OEM partners, as AMD has just a very slow growth in that area, in all the others it's over 1.5 percentage points QoQ on average while in mobile it's below 1 percentage point.

Intel is dead, I wonder if this rumour is true?

https://www.macrumors.com/2025/08/15/us-government-may-buy-a-stake-in-intel/