Core Insights - AMD has surpassed 40% market share in the gaming CPU segment, indicating a significant shift in the competitive landscape against Intel [5][6] - The rise of AMD is attributed to the popularity of its 3D V-Cache CPUs, particularly the Ryzen 7 9800X3D, which have received positive feedback from gamers [6] - In the data center CPU market, AMD is rapidly gaining ground on Intel, with projections suggesting it could become the largest x86 CPU supplier by 2026 [11] Gaming CPU Market - As of July 2025, AMD's share in the gaming CPU market has reached approximately 40%, marking a notable increase from Intel's previous dominance of around 77% five years ago [5][6] - Intel's market share has declined to below 60%, highlighting the competitive pressure from AMD's offerings [5] - The demand for high-performance CPUs, especially AMD's X3D models, is contributing to this market shift [6] Data Center CPU Market - AMD's market share in the x86 data center processor segment has grown from nearly zero in 2018 to 40% currently [11] - Factors contributing to this growth include leadership decisions, strategic partnerships, and Intel's loss of technological leadership in semiconductor processes [11] - AMD's data center revenue for Q1 2025 was reported at $3.7 billion, with an estimated $2.5 to $3 billion coming from server CPUs [11] - The total shipment of server CPUs for both AMD and Intel in Q3 2024 was approximately 5.5 million units, with an annual average shipment of about 22 million units [11]