美国半导体：2025 年第一季度微处理器市场份额 ——ARM 超越英特尔和 AMD，重申对 AMD 和英特尔的中性评级

V i e w p o i n t | 14 May 2025 02:00:00 ET │ 11 pages US Semiconductors 1Q25 Microprocessor Market Share. ARM Gains Share Over Both Intel and AMD. Reiterate Neutral on AMD and INTC CITI'S TAKE On Tuesday, Mercury Research released estimates for 1Q25 microprocessor shipments and market share. Total 1Q25 MPU units were down 6.1% QoQ, above seasonality of down 9.4% QoQ driven by above-seasonal server CPU shipments. ARM gained market share over both AMD and Intel. ARM gained 281 basis points QoQ and has 13.6% ...