• Some users have recently had their accounts hijacked. It seems that the now defunct EVGA forums might have compromised your password there and seems many are using the same PW here. We would suggest you UPDATE YOUR PASSWORD and TURN ON 2FA for your account here to further secure it. None of the compromised accounts had 2FA turned on.
    Once you have enabled 2FA, your account will be updated soon to show a badge, letting other members know that you use 2FA to protect your account. This should be beneficial for everyone that uses FSFT.

AMD Breaks 40% Server Revenue Share for the First Time

erek

erek

Fully [H]
2FA
Joined
Dec 19, 2005
Messages
17,421
“The situation in the desktop segment looks interesting as well, with AMD's revenue share in the desktop CPU market now at 42.6%, while the unit share is at 36.4%. Again, this means that AMD's Ryzen processors sell at a higher ASP, nearly capturing half of the desktop CPU revenue with a bit more than a third of the unit sales. This sector also grew 1.6% sequentially, while Ryzen CPUs won the hearts of 14.6% more gamers for a yearly revenue share increase.


In the mobile/laptop segment, the situation looks a bit different but is also growing in AMD's favor. Intel captures the majority of the laptop share again with a 75.1% revenue share and 74% of the unit share, meaning that ASPs of Intel SoCs are equally elevated in proportion to the massive unit share the company captures. Finally, the total CPU share now stands at 70.8% of the market in Intel's favor, while capturing 64.6% of the revenue. AMD, on the other hand, commands 29.2% of all shipped units, while its revenue share stands at 35.4%.”

Source: https://www.techpowerup.com/346287/report-amd-breaks-40-server-revenue-share-for-the-first-time
 
Finally, the total CPU share now stands at 70.8% of the market in Intel's favor,
Intel annual net income for 2025 was $-0.267B,

There something quite ~2006 General Motors esques to those numbers, who was still the #1 automaker in world share but a disaster balance sheet wise, Intel 70% market share of something that should be quite profitable with high margin space.

In 2006, GM vs toyota was a lot about GM having over 400,000 retired employe with healthcare and pension benefit that they did not pay for while working, now it seem to be a revenues per employee in the foundry division that did not follow cost for Intel.

Not that dissimilar to GM that was making its own parts a lot, its own banks-financial loan division versus competitor that were buying from very efficiant third party specialist
 
remember that with publicly traded companies, making a solid product and selling well isn't the goal. The goal is to increase shareholder value, and increase it constantly. So when you're at the top with 95% of the whole market like Intel was, the only way to increase profit was to start reducing costs, increasing ASP, reducing product quality, increase that margin. LINE MUST GO UP. It's inevitable that when an industry leader stops focussing on quality, reliability and stability: they start eating their own arm to show how well they're fed. Because having THE ENTIRE MARKET doesn't increase shareholder value.
LukeTbk said:
Finally, the total CPU share now stands at 70.8% of the market in Intel's favor,
Intel annual net income for 2025 was $-0.267B,

There something quite ~2006 General Motors esques to those numbers, who was still the #1 automaker in world share but a disaster balance sheet wise, Intel 70% market share of something that should be quite profitable with high margin space.

In 2006, GM vs toyota was a lot about GM having over 400,000 retired employe with healthcare and pension benefit that they did not pay for while working, now it seem to be a revenues per employee in the foundry division that did not follow cost for Intel.

Not that dissimilar to GM that was making its own parts a lot, its own banks-financial loan division versus competitor that were buying from very efficiant third party specialist
Click to expand...
 

"AMD Celebrates Winning of Production Technology Lumiere Award​

Press Release by T0@st Today, 13:38 Discuss (0 Comments)
AMD enables Hollywood's most demanding creators as they stretch the boundaries of visual storytelling. On Feb. 9, 2026, the Advanced Imaging Society (AIS) presented AMD with its Production Technology Lumiere Award to recognize the capabilities of its latest generation of "Zen 5"-based EPYC Server and Ryzen Threadripper Pro workstation processors. During the ceremony, the award presenter, Evan Jacobs, Vice Chair of AIS from Marvel Studios, underscored how dramatically computing technology has reshaped filmmaking. "Using a 2005 vintage workstation to render next year's "Toy Story 5," the team at Pixar would need 131 years to get Woody and Buzz Lightyear to the screen." Today, that same level of work can be completed in hours thanks to the newest architecture from AMD.

AMD Current-gen Processors Power a New Era of Filmmaking
AMD processors deliver compute‑dense architecture, exceptional throughput, and leadership energy efficiency. With up to 192 cores on EPYC and up to 96 cores on Threadripper Pro, AMD processors give studios the power to consolidate demanding workloads, accelerate creative iteration, and keep production timelines on track. Studios are increasingly turning to high-density, energy-efficient compute to meet the demands of real-time rendering, complex simulations, and AI-driven workflows. AMD EPYC and Threadripper Pro platforms enable that shift, giving directors and artists the power to hit their creative and production goals without compromise."
 
KazeoHin said:
So when you're at the top with 95% of the whole market like Intel was, the only way to increase profit was to start reducing costs, increasing ASP, reducing product quality, increase that margin.
Click to expand...
they were no where near 95% of the cpu market, let alone compute and they were not reducing cost at all during their dominance (they could have dominated mobiles or SIMD type compute, for example 2 giant market), Nvidia market share in some aspect is really high, their way to increase profit has not ben reducing cost or product quality, but doing the total opposite, creating giant value over their previous generation and charging a lot of money for it.

Intel annual operating expense:

2022$60,720
2021$59,568
2020$54,189
2019$49,930
2018$47,532
2017$44,711
2016$46,254
2015$41,353
2014$40,523
2013$40,417
2012$38,703
2011$36,522

spending not enough money on anything has never been Intel issue.

One way to augment their profit was by making more and more revenues:
2021$79,024
2020$77,867
2019$71,965
2018$70,848
2017$62,761
2016$59,387
2015$55,355
2014$55,870
2013$52,708
2012$53,341
2011$53,999
 
The sooner Intel gets to bankruptcy, the better. Yeah, short term AMD will dominate the market and that isn't great for prices, but assuming the x86_64 license will end up in new hands (maybe Nvidia) the sooner we will get back to a duopoly capable of producing competitive parts.

Just my, probably unpopular, opinion.
 
1.1.2.3.5... said:
The sooner Intel gets to bankruptcy, the better. Yeah, short term AMD will dominate the market and that isn't great for prices, but assuming the x86_64 license will end up in new hands (maybe Nvidia) the sooner we will get back to a duopoly capable of producing competitive parts.

Just my, probably unpopular, opinion.
Click to expand...
This is a incredibly stupid take. Less competition is not in the consumers favor. The x86 license is a complicated matter from what I understand. It doesn't transfer if someone like Nvidia were to buy them out.
 
vegeta535 said:
This is a incredibly stupid take. Less competition is not in the consumers favor. The x86 license is a complicated matter from what I understand. It doesn't transfer if someone like Nvidia were to buy them out.
Click to expand...
I am aware people don't like my opinion here, but thanks for your thoughtful input. And you're just restating what I am literally saying "short term AMD will dominate the market and that isn't great for prices". You're not adding new information or perspective here or saying anything of any substance really. The reality is no one will allow for a pure x86 monopoly and the idea that the end state would be a single x86 producer is, in your words, "an incredibly stupid take".
 
1.1.2.3.5... said:
The sooner Intel gets to bankruptcy, the better. Yeah, short term AMD will dominate the market and that isn't great for prices, but assuming the x86_64 license will end up in new hands (maybe Nvidia) the sooner we will get back to a duopoly capable of producing competitive parts.

Just my, probably unpopular, opinion.
Click to expand...
This would be a disaster for Intel and AMD.

"if Intel goes bankrupt, AMD would lose access to Intel’s x86 patents, potentially crippling its ability to develop future x86-compatible processors unless a new agreement is negotiated—likely under regulatory pressure."
 
Mega6 said:
"if Intel goes bankrupt, AMD would lose access to Intel’s x86 patents,
Click to expand...
It's not as if this would be unforeseen. Part of the bankruptcy could be making sure those patents are transferrable in some way. (OTOH, if they simply were to die with Intel, that opens the door to anyone else wanting to build an x86, ignoring for the moment AMD's patents.)
 
vegeta535 said:
This is a incredibly stupid take. Less competition is not in the consumers favor. The x86 license is a complicated matter from what I understand. It doesn't transfer if someone like Nvidia were to buy them out.
Click to expand...
it is so nuclear destructive (if it would happen now), that AMD would need to reach a deal with the new owner (for them to be able to still use all the legacy x86 patents from Intel, they would need a deal like the new owner need one), it could shift the balance of power toward AMD more., maybe, but a deal would happen.

Combine that with fear of state intervention that would probably force one if they do not reach one themselve, that would make a pre-acquisition deal with AMD what would happen (and possibly a condition to make the acquisition go throught).

1.1.2.3.5... said:
the sooner we will get back to a duopoly capable of producing competitive parts.
Click to expand...
panther lake seem competitive and Nova lake could be, foundry yield/delays side of things seem a bigger issue than chips design and few non samsung-tsmc buyer would have significantly more experience there to make things happen.

Forevos 3d packaging right now seem in some ways the best in the world (yield and cost aside that are hard to know), it is possible for them to get learner, humbler, hungrier and turn things around, by 2008-2014 some people were down on Microsoft (phone failure, windows dead end), new CEO and became a giant powerhouse in an very important futur, cloud techs.

2014 AMD was not that high either. earlys 2000s Disney after the great 90s had lows moments, animation was turned around post Pixar acquisition.

Advanced packaging could be Intel foundry service entry door to get third party clients, while intel chip design competitor could have issues sharing cpu-gpu design early on to be mmade on Intel nodes, sharing what needed for the packaging part could be less sensitive and it is becoming a giant part of the whole things and a major world bottleneck right now. Become great aat hbm stacking and chiplet bonding and you will have clients.
 
Last edited:
1.1.2.3.5... said:
The sooner Intel gets to bankruptcy, the better. Yeah, short term AMD will dominate the market and that isn't great for prices, but assuming the x86_64 license will end up in new hands (maybe Nvidia) the sooner we will get back to a duopoly capable of producing competitive parts.

Just my, probably unpopular, opinion.
Click to expand...
Intel cannot go bankrupt, as the US government owns 10% of its shares.
 
  • Like
Reactions: Mega6
like this
AVATARAT said:
Intel cannot go bankrupt, as the US government owns 10% of its shares.
Click to expand...
GM did declare chapter 11, stockholder were completlely wipeout, regular bond owner has well in a move to protect GM employees retirement fund, the GM currently active was founded in 2009 with a similar name but it is a new company (the old one was renamed, https://en.wikipedia.org/wiki/Motors_Liquidation_Company), that bought the best assets from the old company that went bankrupt and did let a lot of things dies.

US government can even help going bankrupt to destroy stockholder and cheat their way out of bad balance sheet under a new entity as they have a lot of power to use bankrupcy power in ways that help them and screw investor over.
 
Last edited:
LukeTbk said:
GM did declare chapter 11, stockholder were completlely wipeout, regular bond owner has well in a move to protect GM employees retirement fund, the GM active was founded in 2009 with a similar name but it is a new company (the old one was renamed, https://en.wikipedia.org/wiki/Motors_Liquidation_Company), that bought the best assets from the old company that went bankrupt and did let a lot of things dies.

US government can even help going bankrupt to destroy stockholder and cheat their way out of bad balance sheet under a new entity as they have a lot of power to use bankrupcy power in ways that help them and screw investor over.
Click to expand...
A single car company is not vital to American technology and military interests. Intel and AMD are - hence the the government's 10% stake in Intel (so far).
 
Mega6 said:
A single car company is not vital to American technology and military interests. Intel and AMD are - hence the the government's 10% stake in Intel (so far).
Click to expand...
The US federal Goverment owned 60% of the new GM corporation that was created in 2009 (canada 12%, worker union 17.5%, only 10% for the previous owner that had some form of bankrupcy protection, the goverment gave the company to the workers and it itself giving almost nothing to the investors).

Going bankrupt would not mean Intel owned activity all stop specially not its foundry (because of many reasons including your point), it would be some form of restructuration to clean debt (that could see the strategic foundry service becoming an separate entity to better serve americans tech companies for example, versus the current situation where they hesitate to use it owned by a chip design competitor) and clean a lot of that 44 billions of debt.

Or they could do it like they did by diluting stockholder a lot and other tricks.
 
Last edited:
In the near future, AI will control many things, the US government needs this control, processors and graphics processors must be manufactured by/for the US because this is part of their security, no one else will have the right to do so.

So Intel cannot go bankrupt, just like Nvidia and AMD.
 
LukeTbk said:
Finally, the total CPU share now stands at 70.8% of the market in Intel's favor,
Intel annual net income for 2025 was $-0.267B,

There something quite ~2006 General Motors esques to those numbers, who was still the #1 automaker in world share but a disaster balance sheet wise, Intel 70% market share of something that should be quite profitable with high margin space.

In 2006, GM vs toyota was a lot about GM having over 400,000 retired employe with healthcare and pension benefit that they did not pay for while working, now it seem to be a revenues per employee in the foundry division that did not follow cost for Intel.

Not that dissimilar to GM that was making its own parts a lot, its own banks-financial loan division versus competitor that were buying from very efficiant third party specialist
Click to expand...

Also, the government started bailing out GM by buying equity in the company, just like Intel.
 

AMD Witnesses “Unexpected” CPU Demand From Customers as Agentic AI Accelerates Adoption; CEO Lisa Su Warns Supply Is Tightening​

Muhammad Zuhair
Mar 3, 2026 at 01:24pm EST

AMD's Lisa Su Says that the CPU Supply Is Tightening, as Customer Commitments Increase Rapidly​

The ratio of CPU: GPU in modern-day AI compute workloads has evolved dramatically over the past few months, mainly since with agentic applications coming in, the role of CPUs has increased signifcantly. We have seen hyperscalers like Meta enter into standalone CPU agreements with infrastructure providers like AMD and NVIDIA, indicating that compute is diversifying away from GPUs. While talking at the Morgan Stanley Conference, AMD's CEO Lisa Su revealed that the company sees server CPU demand, which is 'unexpected', and that the demand will continue to grow.

When asked about whether AMD could cater to the enterprise demand around CPUs, Lisa revealed that there is "supply tightness", but it comes from the fact that customer interest grew suddenly in the past few quarters, which gave little time for the supply chain to adjust itself. Team Red says it is working closely with partners to address existing bottlenecks and expects capacity to expand in the coming year. AMD's CEO is confident that the company's product offerings are well-positioned to address training, inference, and agentic demand.

https://wccftech.com/amd-witnesses-unexpected-cpu-demand-from-ai-customers/
 
AVATARAT said:
In the near future, AI will control many things, the US government needs this control, processors and graphics processors must be manufactured by/for the US because this is part of their security, no one else will have the right to do so.

So Intel cannot go bankrupt, just like Nvidia and AMD.
Click to expand...
Isn't this what China does now? This sounds like communism.
 
You must log in or register to reply here.
Back
Top