Overview
- Mercury Research reports AMD reached 29.2% of x86 units and 35.4% of revenue in Q4 2025, both company records.
- Desktop share hit 36.4% of units with 42.6% of revenue, lifted by strong demand for Ryzen 9000 and X3D gaming processors.
- EPYC server results climbed to 28.8% unit share and a record 41.3% revenue share as deployments expanded across data centers.
- Mobile rose to 26.0% unit share and 24.9% revenue, supported by Ryzen AI notebooks, while Intel’s client shipments lagged seasonal norms due to capacity reallocation.
- Jon Peddie Research measured Q4 growth of 2.7% for client CPU shipments and 6.5% for servers, with a warning that Q1 2026 could soften due to memory constraints.