Friday, November 13th 2026
AMD Loses Desktop CPU Share for the First Time in Months, Intel Regains Ground
AMD's share of desktop CPU shipments fell to 29.9% in the third quarter of 2026, according to new Mercury Research data, shared by PC Gamer. That's a five-point drop from the 34.9% AMD held in Q2, with Intel climbing back to 70.1%. It's also AMD's lowest desktop figure since early 2025, when it sat at around 28%. A year ago, AMD held 33.6% of the desktop market.
Mercury itself admits it isn't sure what caused the swing. Its best guess is that weaker laptop demand let Intel shift more chips to desktops, which usually see a seasonal bump in the third quarter, after Intel had been under-supplying that market earlier in the year. AMD, on the other hand, didn't seem to get that seasonal increase. Mercury also points to AMD's heavier reliance on PC gaming, a market it says has been hurt by supply constraints on gaming GPUs. On top of that, AMD has openly admitted that demand is running ahead of what it can ship, and Lisa Su recently called AMD a "data center first" company.Intel's gain probably says more about supply than about its desktop chips suddenly winning over gamers. Mercury notes that desktop volumes took a large hit in Q2, and both companies saw mobile CPU shipments drop by more than 10% in Q3. In servers, the trend went the other way, with AMD rising to 35.5% from 34.5% the quarter before.
Sources:
Mercury Research, via PC Gamer
Mercury itself admits it isn't sure what caused the swing. Its best guess is that weaker laptop demand let Intel shift more chips to desktops, which usually see a seasonal bump in the third quarter, after Intel had been under-supplying that market earlier in the year. AMD, on the other hand, didn't seem to get that seasonal increase. Mercury also points to AMD's heavier reliance on PC gaming, a market it says has been hurt by supply constraints on gaming GPUs. On top of that, AMD has openly admitted that demand is running ahead of what it can ship, and Lisa Su recently called AMD a "data center first" company.Intel's gain probably says more about supply than about its desktop chips suddenly winning over gamers. Mercury notes that desktop volumes took a large hit in Q2, and both companies saw mobile CPU shipments drop by more than 10% in Q3. In servers, the trend went the other way, with AMD rising to 35.5% from 34.5% the quarter before.



61 Comments on AMD Loses Desktop CPU Share for the First Time in Months, Intel Regains Ground
I hope she remains in her seat for a good while.
Tim apple gone and now Jensen, Shantanu(adobe) is stopping too.
Seriously powerful men in charge for decades at some very infleuential companies all at the same time.
Change is inevitable, but there is no telling if it will turn out for the better.
Yahoo Finance's 'CEO of the Year'
She isn't getting fired anytime soon.
The business and the shareholders love her why would they want that.
Then you look at the actual numbers and amd is still just a drop in a bucket.
Intel , Nvidia and AMD are all AI companies right now because that is where the money is and they are publicly traded with shareholders.
What investments are you aware of that AMD is looking at that are going to fail?
What does Jensen resigning have anything to do with Lisa su?
It sounds like you are making all of this up based on your feelings.
x3d is a premium component they charge more for premium stuff if they had it.
Samsung is trought a rought patch foundry wise as is intel, competition for high end silicon production is winding up again so TSMC will have a harder time tagging price increases on to everything they make every couple of months when the AI buildout coolsdown
Intel never lost it's marketshare advantage in the laptop or Desktop OEM space, even when AMD was offering faster products at lower prices. Intel kept the lead because it has an old boys club with the large OEMs. Dell had to have it's hands twisted by customers just to offer AMD servers and many of the big players, outside of Chinese brands, offer high end AMD laptops. It was only recently that we've seen some more due to the AI craze.
It goes to show you just how strong a monopoly can be. Not imagine how hard it would be to crack the GPU market where there is actually software lock in that doesn't exist in the CPU market.
How can someone remain this quiet?
Pervious was Pat Gelsinger, current one is lip bu tan
Other than that, Lisa is an incredible CEO. AMD went from $2 per share to $500–600 thanks to her long-term vision.