AMD, ARM Boost Server Share, Intel Drops

UBS report shows Q1 2026 server CPU shipments up 6% QoQ and 19% YoY, beating the typical 7% seasonal decline.
Intel’s server share fell 370 basis points to 54.9%, while AMD rose 230 basis points to 27.4% and ARM gained 140 basis points to 17.7%.
In the x86 segment, Intel revenue share dropped 490 basis points to 53.8% as AMD’s share rose to 46.2% with AMD shipments up 15% QoQ.
UBS forecasts PC shipments down 13% QoQ, 6% YoY, and predicts the server CPU market to reach $170 billion by 2030 with ARM holding 40‑45% share.