Monday, August 24th 2026

AMD Gains Ground as Intel x86 Market Share Goes Back to 1995 Levels

According to Mercury Research, Intel's x86 CPU market share has dropped below 70% for the first time since 1995, hitting 69.3% in Q2 2026, a 6.5-point drop year over year. AMD was there to pick up the difference, reaching 30.7%, a new record for the company. Mercury Research president Dean McCarron confirmed the 31-year low to CRN following the release of his second-quarter CPU market share report. Those figures cover PC and server CPU shipments only. When semi-custom, embedded, and IoT products are included, the Intel market share falls to 65.9% vs. AMD's 34.1%, with the latter getting a boost from a stronger than expected gaming console SoC shipments, a segment Intel doesn't compete in, if we skip the Arc G3 CPU family dedicated to handhelds.

Breaking it down by segment, AMD's desktop share reached 34.9%, up 2.7 points year over year against Intel's 65.1%, despite Intel CPUs returning to Amazon's CPU Top 10 sales ranking yesterday. In the server CPU market, AMD managed to grow by 7.3 points year over year, reaching 34.5% against Intel's 65.5%. The competition is fierce in this segment, AMD has launched the 6th Gen EPYC "Venice" server processors powered by the "Zen 6" CPU microarchitecture, while Intel just announced its upcoming Xeon 7 "Diamond Rapids" CPUs and the "Crescent Island" graphics card for data centers and workstations. The laptop market is where AMD moved the most, climbing to 28.9%, up 8.4 points year over year, while Intel stays at 71.1%. Overall PC market share for AMD hit a record 30.3%, up 6.4 points year over year.
Intel pointed to record year-over-year sales growth in its Data Center Group and a growing number of long-term supply agreements when asked to comment. On the channel side, a U.S. systems integrator executive told CRN that Intel's partner engagement has picked up noticeably after a period when AMD was getting more attention. "I think they're realizing that they have to be active," the executive said, speaking anonymously.
Source: CRN
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122 Comments on AMD Gains Ground as Intel x86 Market Share Goes Back to 1995 Levels

#1
Darmok N Jalad
There was a time when this seemed impossible. Just goes to show what a decade of good vs bad execution will do to a near-monopoly situation.
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#2
wolf
Better Than Native
I'm every grateful they got themselves out of the hole they were in and came back swinging massively in this space. The CPU market is far from perfect right now, but the competition is about as fierce as it gets across multiple segments.
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#3
wheresmycar
Yep, its mental. I never pictured AMD moving past fighting for crumbs under the table. In a blink of an eye, those crumbs piled up real fast and turned into a cookie monster.... from leftovers to eating a third of the table, the chairs and probably the waiter too.

This ain’t some minor wobble on the throne. Intel is still enormous but it’ll be fascinating to see whether they can turn the ship around, cling to its remaining dominance or eventually end up in a proper 50:50 scrap with AMD... the latter from a consumers perspective would be the best outcome.
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#4
iameatingjam
wolfI'm every grateful they got themselves out of the hole they were in and came back swinging massively in this space. The CPU market is far from perfect right now, but the competition is about as fierce as it gets across multiple segments.
Yes.... I'd like that in consumer ram and nand manufacturing please. Video cards too, on the side.
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#5
razaron
Darmok N JaladThere was a time when this seemed impossible. Just goes to show what a decade of good vs bad execution will do to a near-monopoly situation.
Also shows how resilient monopolies are. 10 years of non-stop winning and they're still only at 30%. One slip up and they'll lose it all. Sounds like a stressful job, ngl

No wonder they don't compete with nVidia at their own game (high end GPU), juice ain't worth the squeeze. Better to go for a different niche (consoles/SoCs)
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#6
Punkenjoy
Quote
razaronAlso shows how resilient monopolies are. 10 years of non-stop winning and they're still only at 30%. One slip up and they'll lose it all. Sounds like a stressful job, ngl

No wonder they don't compete with nVidia at their own game (high end GPU), juice ain't worth the squeeze. Better to go for a different niche (consoles/SoCs)
The main issue is Intel can flood the market so much chips. They might not make a lot of money on all those, but they can produce and sell them. AMD have to compete with many other big players for TSMC capacity.

The thing that would be interesting is to know what is the point they would out produce the market. Who knows.
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#7
JustBenching
razaronAlso shows how resilient monopolies are. 10 years of non-stop winning and they're still only at 30%. One slip up and they'll lose it all. Sounds like a stressful job, ngl
Common misconception. They are not non stop winning. When was the last time AMD offered a faster product at a similar price point to Intel? Back in 2019 pretty much. They have been non stop losing top to bottom in both ST and MT performance in the majority of price segments.
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#8
qcmadness
The real issue for Intel is not about the market share, but revenue share as well.
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#9
Bigshrimp
Personally, I really don't care about AMD's market share gain since they are all in on AI, just like Intel and the rest. It's just one of the many heads of the AI hydra smashing the consumer market into smithereens. I have no doubt that they and the others will continue doing so with great haste since they really don't need consumers anymore. They could come out with a new overpriced CPU and GPU and I will just shrug and laugh because they will be so expensive that it won't matter if you want it or not. Plus they would just allocate most of the parts to enterprise AI anyhow, so it would be slim pickings for the consumer, lol.

Due to their complicity and shameless greed, I would rather they fall back down on their share because they would deserve it. Not that Intel would deserve higher market share either, but I digress. Maybe one day when the bubble pops, if that's even possible.
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#10
kondamin
It’s a shame amd is fabless now, would have been so much better if they were in this position making their own chips
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#11
Jermelescu
Shoutout to the baddest b*tch in the hood, Dr. Lisa Su, and my boys Jim Keller and Mike Clark.

They've done the impossible like it was nothing.
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#12
Legacy-ZA
wolfI'm every grateful they got themselves out of the hole they were in and came back swinging massively in this space. The CPU market is far from perfect right now, but the competition is about as fierce as it gets across multiple segments.
Yes, but the problem is, they are punching the customer, who helped them out of very bad situation.
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#13
Hecate91
It's great AMD is gaining on market share, before Ryzen there was speculation on what would happen to the company, or if they would be left to die off leaving the market with a complete Intel monopoly.
Although even with Ryzen, it shows just how difficult it is to make a comeback against a near monopoly. AMD is doing well enough now they don't have to win on value, X3D chips have been doing so well AMD can win on performance, interesting how the tables have turned with AMD CPU's being the fastest in games.
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#14
iameatingjam
kondaminIt’s a shame amd is fabless now, would have been so much better if they were in this position making their own chips
Both AMD and NVIDIA, especially NVIDIA since they have all the money right now, but noooo they need to rely on really long and fragile supply chains that might not hold up if international events turn south. I know its a big investment, but you know.... So is all this AI stuff.... I guess it just comes down to what can make the most money the quickest.

Intel's now baggage (on their financials anyway) might one day become quite valuable.....

Also, whats with people giving intel **** for using tsmc during a transitional period when I've never heard that hurled at anybody else, well, until now that is. Intel is worth less than AMD now, so I don't think they should be held to a higher standard.
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#15
Hecate91
BigshrimpPersonally, I really don't care about AMD's market share gain since they are all in on AI, just like Intel and the rest. It's just one of the many heads of the AI hydra smashing the consumer market into smithereens. I have no doubt that they and the others will continue doing so with great haste since they really don't need consumers anymore. They could come out with a new overpriced CPU and GPU and I will just shrug and laugh because they will be so expensive that it won't matter if you want it or not. Plus they would just allocate most of the parts to enterprise AI anyhow, so it would be slim pickings for the consumer, lol.

Due to their complicity and shameless greed, I would rather they fall back down on their share because they would deserve it. Not that Intel would deserve higher market share either, but I digress. Maybe one day when the bubble pops, if that's even possible.
I agree with you, a marketshare gain is nice however it doesn't really matter to regular users. With all of the AI hype it feels like every company is collaborating on taking away ownership of PC's from the consumer market in either pricing consumers out of the market, or through artificial scarcity.
The market being what it is, I'd probably sit out anything new coming out unless pricing comes back to normal. AMD needs the market share, though I wouldn't be disappointed if every company involved with the AI bubble loses shares, since they've all gotten greedy and have forgotten they wouldn't exist without the consumer market.
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#16
Aleksandar_038
JustBenchingCommon misconception. They are not non stop winning. When was the last time AMD offered a faster product at a similar price point to Intel? Back in 2019 pretty much. They have been non stop losing top to bottom in both ST and MT performance in the majority of price segments.
So, they are non-stop losing, they are smaller, they have no production capacities remotely comparable to Intel, they have no leverage like Intel, and yet they are constantly increasing market share?

Something is off in your calculation, no?

Or AMD are pure wizards? Which they are not, of course 😁
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#17
Hecate91
Aleksandar_038So, they are non-stop losing, they are smaller, they have no production capacities remotely comparable to Intel, they have no leverage like Intel, and yet they are constantly increasing market share?

Something is off in your calculation, no?

Or AMD are pure wizards? Which they are not, of course 😁
Yeah AMD are non-stop losing yet gaining market share, and have top best selling CPU's on the most popular retailers. AMD must be wizards to be constantly losing yet gain market share.
iameatingjamAlso, whats with people giving intel **** for using tsmc
Intel has their own fabs, IMO they absolutely should be held to a higher standard for the mess of being complacent they got themselves in, but proceeded to get a too big to fail helping hand of $10 billion courtesy of the US taxpayers.
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#18
Bwaze
I still think Intel should be more severely punished for their illegal practices of market control back in time of first Ryzens - without locking out their competition wherever they could their market share would be even lower - but they showed that operating illegally and face the fine pays out more than playing by the rules.

Not that it matters now - the only market shares that count now are in server, AI - consumer space is in freefall, I don't believe the calculations of just 6% contraction even a tiny bit.
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#19
iameatingjam
Hecate91Intel has their own fabs, IMO they absolutely should be held to a higher standard for the mess of being complacent they got themselves in, but proceeded to get a too big to fail helping hand of $10 billion courtesy of the US taxpayers.
Blame the admin for investing in all these companies, not intel. They've paid quite dearly for their past complacency already, and steps have been taken to remedy that.

Their cpu business is profitable, their fabs currently are not, making the entire company non-profitable. Should they just shed the weight? (hypothetically) If they did that... ontop of being worth half of what amd is worth, ontop of being the underdog in the diy world..... would they then be eligible to be held to same standard as amd?
Hecate91Yeah AMD are non-stop losing yet gaining market share, and have top best selling CPU's on the most popular retailers. AMD must be wizards to be constantly losing yet gain market share.
Didn't intel also gain market share... back in the complacency days, when their cpus were not improving much yet they were taking advantage of the situation? I mean amd is essentially the auto-choice for diy right now. And Ryzen used to be a budget product. Now this 9950X3D2? (though to be fair, people did ask for that.)

Still, anything X3D is expensive, because it has that 'i5' ring. Even on am4, 4 year old cpu, selling for $350 to people who can't afford ram partially due to actions of amd themselves. Though, its still the best product for am4 and its cheaper than building a whole new pc, right? AMD is stepping all over the people that saved them from bankruptcy so AMD can pursuit more profit in enterprise. I mean, its a publicly traded company, so I'd expect no less. Same with intel and nvidia.

Anyway point being, I really don't think their actions as of late... are worthy of celebration.
Posted on Reply
#20
JustBenching
Aleksandar_038So, they are non-stop losing, they are smaller, they have no production capacities remotely comparable to Intel, they have no leverage like Intel, and yet they are constantly increasing market share?

Something is off in your calculation, no?

Or AMD are pure wizards? Which they are not, of course 😁
Huh? They are selling less parts than Intel, what wizardry are you talking about? I don't even know why we need to talk about something that is entirely factual, Intel has been dominating in both ST and MT for more than half a decade at almost every price point.

If it wasn't the case you would come up with examples of amd chips that were faster than Intel at the same price point. Bu they don't exist, that's why you avoided the question and instead went on a red herring.
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#21
wolf
Better Than Native
Legacy-ZAYes, but the problem is, they are punching the customer, who helped them out of very bad situation.
Yeah I mean, they're a corporation and care about $$$, not doing right by anyone, still, glad they got out of the hole at all lest we remain stuck with 4 cores on 14nm++++++++++++++
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#22
Krit
Darmok N JaladThere was a time when this seemed impossible. Just goes to show what a decade of good vs bad execution will do to a near-monopoly situation.
At some point nvidia also will slip. AMD needs one really good architecture to catch up with nvidia.
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#23
Frick
Fishfaced Nincompoop
kondaminIt’s a shame amd is fabless now, would have been so much better if they were in this position making their own chips
They would not have been in this situation if they also had to keep their foundries on bleeding edge nodes. Remember the position they were in before Ryzen. Remember the early 2010s, bleeding cash, prompting the selling of GloFo. If Ryzen hadn't worked out and Intel wasn't slipping AMD probably wouldn't exist today, not in any way resembling what they are today.
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#24
kondamin
FrickThey would not have been in this situation if they also had to keep their foundries on bleeding edge nodes. Remember the position they were in before Ryzen. Remember the early 2010s, bleeding cash, prompting the selling of GloFo. If Ryzen hadn't worked out and Intel wasn't slipping AMD probably wouldn't exist today, not in any way resembling what they are today.
Oh i remember, i also remember AMD making the same mistake as intel did going in to deep debt building more fabs than they had demand right before the financial crisis (and buying ATI.)
Athlon and Phenom were successful products amd was gaining market share they were growing and would have probably made it if they didn't do the dumb stuff they did.

going fabless was a must to get out of debt, not the reason they are where they are today.
Posted on Reply
#25
Frick
Fishfaced Nincompoop
kondaminOh i remember, i also remember AMD making the same mistake as intel did going in to deep debt building more fabs than they had demand right before the financial crisis (and buying ATI.)
Athlon and Phenom were successful products amd was gaining market share they were growing and would have probably made it if they didn't do the dumb stuff they did.

going fabless was a must to get out of debt, not the reason they are where they are today.
What would have happened without that cash infusion/selling? Dragging GloFo into the future would have been a huge undertaking, requiring more debt and even more losses, while not having good products to make (Bulldozer), ans designing new stuff. Even after selling AMD struggled financially, for years. The point is they might not have made it to Zen at all had they kept GloFo.
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