Core Viewpoint - A leaked roadmap suggests AMD's plans for mobile CPUs from 2024 to 2027, indicating a strategy to capture market share from Intel while providing a more consistent user experience across different segments [2][6]. Group 1: AMD's Product Strategy - AMD is focusing on integrating its product lineup to enhance user experience across various market segments [2]. - The roadmap includes processors based on Zen 4, Zen 5, and Zen 6 architectures, with a notable emphasis on the upcoming "Gator Range" processors expected to launch in 2027 [6][7]. - The current top gaming laptops feature AMD's Ryzen 9 9955HX3D and related processors, which will continue to serve various segments until 2027 [5]. Group 2: Upcoming Processors - The "Gorgon Point" processor, set to launch in 2026, will replace high-end Ryzen AI 300 series and Ryzen 8000 series, featuring up to 12 Zen 5 cores and a new NPU with performance up to 55 TOPS [7][8]. - AMD plans to introduce the "Medusa Point" and "Medusa Baby" processors in 2027, utilizing 3nm technology for high-end and mainstream laptops, respectively [6][7]. - The entry-level Ryzen 7020 series "Mendocino" processors will continue to be offered, featuring up to four Zen cores and RDNA 2 graphics, indicating AMD's confidence in their competitiveness against Intel's offerings [8].

Core Viewpoint - AMD continues to gain market share in the desktop and server CPU markets from Intel, but its position in the mobile CPU market has weakened compared to the second half of last year. Despite this, AMD's revenue share has seen significant growth in Q2 2025 compared to the same period last year [2][6]. Summary by Category Desktop CPU Market - AMD's desktop CPU market share reached 32.2% in Q2 2025, a quarter-over-quarter increase of 4.2% and a year-over-year increase of 9.2%. Intel's share was 67.8%, showing a decline in both quarter-over-quarter and year-over-year comparisons [6][8]. - AMD's desktop CPU revenue share rose to 39.3%, with a quarter-over-quarter growth of 4.9% and a year-over-year growth of 20.5%, indicating strong demand for high-end models like Ryzen 7 and Ryzen 9 [9][16]. Server CPU Market - AMD's server CPU market share was 27.3% in Q2 2025, with a slight quarter-over-quarter increase of 0.1% and a year-over-year increase of 3.2%. This reflects a growing demand for its EPYC processors [11][15]. - In terms of revenue, AMD's share in the server CPU market reached 41% in Q2 2025, with a quarter-over-quarter increase of 1.5% and a year-over-year increase of 7.2%, indicating a strong position in the high-end server market [11][15]. Mobile CPU Market - AMD's mobile CPU market share was 20.6% in Q2 2025, showing a quarter-over-quarter decline of 1.9% but a year-over-year increase of 0.3%. Intel maintained a dominant position with a share of 79.4% [9][11]. - AMD's mobile CPU revenue share was 21.5%, down 0.7% from the previous quarter but up 3.9% year-over-year, suggesting that while unit sales have decreased, the company remains competitive in the mid-to-high-end segment [11][16]. Overall Market Trends - AMD has made significant gains in the desktop and server markets, narrowing the gap with Intel, which still leads in overall unit sales. However, AMD's position in the mobile CPU market has weakened over the last two quarters [15][16]. - The overall trend indicates a shift towards AMD in high-performance segments, despite Intel's continued dominance in volume sales across all categories [8][16].