Intel, AMD_ Q424 PC CPU channel dynamics - Here we go again...
2025-02-18 05:16
13 February 2025 U.S. Semiconductors AMD did however continue their share gain story in server CPU, with unit share ticking up by a point and revenue share by ~2 points though the overall market, while maybe OK, was not necessarily spectacular (+5% QoQ and +2% YoY on a $ basis).(Exhibit 18, Exhibit 19). On the accelerator side, Intel has essentially given up for now (with Gaudi a no-show and Falcon Shores canceled). AMD actually missed their MI300 expectations in the quarter and guided down for the 1H (seei ...