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Mercury Research: AMD's desktop CPU market share falls below 30% in Q3 as Intel regains ground

Source: IT之家 Published: Business & Funding 中文 市场份额ResearchAMDCPU
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According to the latest Mercury Research data reported by PC Gamer, AMD's desktop CPU shipment share fell to 29.9% in the third quarter of 2026, down 5 percentage points from 34.9% in the second quarter, while Intel's share recovered to 70.1%. This marks AMD's lowest desktop share since early 2025, when it stood at about 28%. In the server market, however, the trend was reversed: AMD's share rose further from 34.5% in the previous quarter to 35.5%. Mercury Research said it cannot yet determine the exact cause of Intel's sharp share swing, but its most favored explanation is that weak notebook demand allowed Intel, which had been supply-constrained in desktop, to shift more chip capacity to the desktop market just as that market typically sees a seasonal demand increase in the third quarter, while AMD appeared unable to benefit from that seasonal uptick. Mercury Research noted that AMD is more dependent on the PC gaming market, which has recently been held back by limited graphics card supply. AMD has also publicly acknowledged that demand currently exceeds its shipping capacity, and CEO 苏姿丰 recently stated explicitly that AMD is a "data center first" company.

Translation(model translation, not the source's own text)

Mercury Research: AMD's Desktop CPU Market Share Falls Below 30% in Q3, Intel Reclaims Share

IT之家, November 14 — According to the latest Mercury Research data disclosed by PC Gamer, AMD's desktop CPU shipment share fell to 29.9% in the third quarter of 2026, down 5 percentage points from 34.9% in the second quarter; meanwhile, Intel's share rebounded to 70.1%.

This is also AMD's lowest desktop share since early 2025 (when it was about 28%). In the server market, however, the situation is the opposite — AMD's share climbed further from 34.5% in the previous quarter to 35.5%.

IT之家 has learned that Mercury Research says it cannot yet determine with certainty the cause of Intel's sharp share fluctuation this time. The firm's most favored hypothesis is that, due to weak demand in the laptop market, Intel — which had previously been undersupplying the desktop segment — was able to allocate more chip capacity to the desktop market, just as that market typically sees a seasonal demand increase in the third quarter; by contrast, AMD appears to have missed out on this wave of seasonal growth.

Mercury Research noted that AMD is more dependent on the PC gaming market, which has recently been dragged down by constrained graphics card supply. In addition, AMD has publicly acknowledged that demand currently exceeds its shipping capacity, and CEO 苏姿丰 recently stated more explicitly that AMD is a "data center-first" company.

  • 苏姿丰: AMD is a data center-first company

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The translation is machine-generated and individual terms may be off. Nothing is rewritten or cut; the original is authoritative.

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