cageymaru
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AMD EPYC server sales are eroding Intel's positioning in the server market. Intel has fallen from a 99.5% share of the server CPU market to 98.7% in a year. This roughly translates to $57.66 million in revenue for AMD in the second quarter 2018 alone. Aaron Rakers from Wells Fargo expects AMD EPYC market share to grow to 5% by the end of 2018.
Figures from Mercury -- which tracks the market for microprocessor and graphics PC components -- show that AMD's total server units were up 181 per cent year-over-year and 40.5 per cent sequentially. Mercury estimates Epyc revenue was $57.66m in the second 2018 quarter vs $36m in the prior quarter. Rakers said AMD believes it can grow its current server market share position to mid-single digits by the end of calendar 2018.
Figures from Mercury -- which tracks the market for microprocessor and graphics PC components -- show that AMD's total server units were up 181 per cent year-over-year and 40.5 per cent sequentially. Mercury estimates Epyc revenue was $57.66m in the second 2018 quarter vs $36m in the prior quarter. Rakers said AMD believes it can grow its current server market share position to mid-single digits by the end of calendar 2018.