Survey: AMD continues to take server share from Intel

Dean McCarron, president of Mercury, said it’s not AMD stealing Intel business but mostly a case of AMD growing faster than Intel. “AMD’s growth rate in the quarter was multiples of Intel’s, resulting in significant server share gains,” he said in a research note.

“Server processor shipments were definitively the stand-out segment in the first quarter results, growing sequentially in a seasonally down quarter and seeing substantial growth — nearly 20 percent — on an on-year basis, with both suppliers seeing unit increases, reputedly in part due to increased demand from hyper-scale customers.”

AMD’s server share set a record high at 27.2% overall, and while not an official measure of share, on an Epyc v. Xeon SP basis, AMD’s share was also a record at 35.9%. The Xeon SP is the high-end of the Xeon and competes directly with Epyc but Mercury compares Epyc and Xeon sales in their totality.