
In the mobile PC segment, AMD delivered its strongest result ever as it managed to once again increase its share and set its highest share in laptops ever.
AMD's mobile CPU unit share climbed to 28.3% in Q1 2026, up from 26% in Q4 2025 and from 22.5% a year earlier, the best quarter ever for the company's mobile processors. For obvious reasons, Intel commanded the lion's share of the market — 71.7% — though its lead narrowed further as AMD increased its share by improving availability and expanding its footprint in segments (e.g., business and commercial notebooks) traditionally dominated by Intel.
As for revenue share, AMD's progress was even more impressive. The company’s mobile CPU revenue share rose to 28.9%, an increase from 24.9% in Q4 2025 and from 22.2% in Q1 2025, which reflects stronger sales of higher-value notebook processors. Intel continued to control the majority of notebook CPU revenue overall (71.7%, down from 77.5% in Q1 2025), but AMD's ability to approach 28.9% revenue share clearly indicates its increasing competitiveness in higher-margin premium laptops that historically favored Intel almost exclusively.
‘CPUs are cool again,' Intel and AMD reporting spikes in CPU demand due to agentic AI
AMD's market cap hits all-time high, Intel hits 25-year high on Agentic AI's insatiable demand for CPUs
AMD expects 20% decline in gaming revenue from 'higher component costs' in the second half of 2026
While the first quarter was good for AMD's mobile processors, it was exceptional for AMD's EPYC CPUs for servers. The company not only set a record in terms of unit share, but it has also managed to skyrocket its revenue share by 5% in a single quarter.
AMD's server processor unit share climbed to 33.2%, up from 28.8% in Q4 2025 and 27.2% a year earlier, the data by Mercury Research shows. Intel still shipped the majority of server processors with a 66.8% share, but its position weakened both sequentially and year-over-year as EPYC adoption continued to expand across hyperscale cloud providers, enterprise deployments, and AI/HPC infrastructure.
On the revenue side, AMD's performance was even more striking: the company's server CPU revenue share reached a record 46.2%, which means that AMD now commands nearly half of all x86 server CPU revenue while shipping roughly one-third of units. This gap between unit share and revenue share reflects significantly higher average selling prices of AMD's processors in general and the popularity of the company's high-core-count premium configurations. While Intel generated more server CPU revenue than AMD, ASPs of its Xeon products were lower compared to those of EPYCs, which is in line with market performance in prior quarters.
AMD started 2026 on a strong note: it expanded its share in both client and server CPUs and set new records for overall x86 CPU revenue share, according to Mercury Research.
The company posted particularly strong gains in notebooks and servers, where EPYC adoption pushed AMD’s server revenue share close to half of the entire x86 server market. While AMD's desktop CPU share declined sequentially after an exceptionally strong holiday quarter, it remained well above year-ago levels, so the strong momentum for the company continues.
In general, AMD continues to strengthen its positions in the most profitable parts of the x86 CPU market, while Intel retains shipment leadership but loses further ground in revenue share and premium segments.
Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds.
Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/amd-reaches-46-percent-of-server-x86-cpu-revenue-intel-still-controls-70-percent-of-the-consumer-pc-market-share#main
- https://www.tomshardware.com
- EU considers running undersea cable under the North Pole to link Europe to Asia — Polar Connect aims to bypass the Strait of Hormuz and Russia by 2030
- Standard 90-day vulnerability disclosure policy is likely dead thanks to AI, expert warns that AI can weaponize patches in 30 minutes — LLM-assisted bug-hunting
- Intel, Qualcomm confirm Googlebook AI laptop partnerships, opening ARM andx86 possibilities for new OS — Google VP says devices to also ship with MediaTek chips
- Best gaming and productivity laptop deals under $1,000 — beat rising laptop prices with these refreshing deals
- Grab a big $250 savings on this RTX 5070 Ti and 9850X3D combo deal for your next 4K gaming PC build — Newegg discount brings together one of AMD's fastest X3D g
Informational only. No financial advice. Do your own research.