Core Viewpoint - AMD continues to gain market share in CPU shipments, outpacing Intel in most segments, while the overall x86 processor market remains subdued due to consumer concerns over tariffs leading to inventory accumulation [2][3]. Group 1: Market Share and Growth - AMD's market share in the x86 chip market has reached 30.9%, a 6% increase from the previous year, while excluding semi-custom products like gaming consoles, the share is 25.6%, up by 1.6% [2]. - In the server chip market, AMD's share has risen to 27.8%, an increase of 3.5 percentage points year-over-year, although Intel still holds over 72% of the market [3]. - AMD's desktop market share has grown nearly 5 percentage points to 33.6%, indicating a similar decline in Intel's share, which still retains about two-thirds of the market [3]. Group 2: Factors Influencing Market Dynamics - The overall market weakness is attributed to a decline in shipments in the system-on-chip (SoC) and embedded sectors, which were previously above seasonal norms [2]. - Intel's decline in entry-level mobile CPU shipments is linked to the company's shift in production capacity to other products, such as next-generation server chips [3]. - Both AMD and Intel have benefited from the launch of new server chips, which are priced higher, allowing for increased revenue despite stable shipment volumes [3]. Group 3: Arm Architecture Market - The total market share for chips based on Arm architecture is estimated at 11.6%, up from 10.9% in the previous quarter, indicating a growing presence in the PC and server markets [4].