AMD's unit share dropped q/q in 1Q25, down 510bp q/q and 50bp y/y to 36.4%, while Intel regained unit share by 730bp q/q (+90bp y/y) to 47.0% and other Arm- based processor vendors' share went down 230bp q/q (-40bp y/y) to 16.6%. From a unit perspective, all regions saw y/y growth in 1Q: In 1Q25, USA was the best performing region with 67% y/y growth in shipment units. The US still accounts for most of the mix among aggregate ODM direct shipments at 74% (+5ppts q/q), followed by APxJC at 13%, Western Europe ...

June 15, 2025 10:57 PM GMT Hardware Technology | Asia Pacific Datacenter Market Insights, Part 1 – Overall Servers Total server shipments grew 22% y/y in 1Q25, with cloud the main driver for both AI and general server. We expect AI server shipments to grow sequentially throughout 2025. Stock implications: We prefer ODMs/OEMs over components. We like Giga-Byte (2376.TW), Hon Hai (2317.TW), FII (601138.SS), Quanta (2382.TW), Wistron (3231.TW), Wiwynn (6669.TW). We also still like Delta (2308.TW), AVC (3017.TW ...