GoKawiilThe first quarter of 2026 was quite favorable for AMD as the company managed to increase its unit share on the market of client systems and skyrocketed its share in servers past 33%, according to Mercury Research. In addition, the company's revenue shares set records across client and server market segments, so AMD now controls 38.1% of all x86 CPU market value and 46.2% of all x86 server CPU revenue share. Perhaps an alarming sign is that the company's desktop PC unit and revenue shares declined sequentially, though they are up year-over-year (YoY).
Consumer CPUs: AMD gains ground, but only modestly
In the consumer PC segment, AMD continued to gain ground in the first quarter of 2026 as its client CPU unit share rose to 29.6%, up slightly from 29.2% in Q4 2025 and up sharply from 24.1% the same quarter a year ago, according to data by Mercury Research.
(Image credit: Data by Mercury Research, compiled by Tom's Hardware)
The quarter, however, showed a split between desktops and notebooks as Intel has managed to claw back 3.2% of the desktop PC market. Also, Intel remained the dominant supplier of client CPUs with a 70.4% share, though its position weakened from 75.9% in Q1 2025 as AMD did rather well in notebooks.
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However, when it comes to the revenue side of things, AMD's position remained particularly strong. The company's client CPU revenue share reached 31.4%, slightly above the previous quarter and substantially higher than a year ago (26.6%), which perhaps reflects the company's continued strength in premium client processors. Nonetheless, Intel still controlled nearly 69% of client CPU revenue, which is a big deal. How things will unfold in the second half of the year — when Intel launches its Nova Lake processors for client systems that it pins a lot of hopes on — is something that remains to be seen.
Desktop CPUs: Market share comes, market share goes
In the desktop PC segment, AMD gave back a portion of the massive gains it made during the exceptionally strong holiday quarter, but still maintained a historically high position, so the decline can be considered as a correction, rather than a new trend.
(Image credit: Data by Mercury Research, compiled by Tom's Hardware)
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