As the market’s attention is focusing on AMD’s confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter of the year, AMD CEO Lisa Su disclosed that AMD’s server market share has continued to progress and has exceeded 25%.
When answering a DIGITIMES reporter’s question at a recent press conference in Taipei, Su said, “We did make good progress on our CPU business. I actually think our server market share is higher than 20%, … should be over 25%.”
That means AMD’s performance has surpassed the DIGITIMES Research analyst’s previous estimate. DIGITIMES analyst focusing primarily on the server industry anticipates that AMD’s share will well stand above 20% in 2023, while Arm will get 8%.
That implies another jump of 7-8 percentage points from the end of 2022. According to Mercury Research, AMD’s total market share grew from 10.7% at the start of 2022 to 17.6% at the end of the year, while Intel fell from 89.3% at the start of the year to 82.4%. AMD’s total share of the CPU market (excluding IoT and custom silicon) rose from 23.3% in 2021 to 29.6%, while Intel’s share fell from 76.7% in 2021 to 70.4% in 2022.
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