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AMD achieves record global CPU market share in revenue and shipments for Q4 2025

Thursday, February 12, 2026 at 10:40 AM

AMD reached record-high levels in both global CPU shipment volume and revenue during the fourth quarter of 2025. According to Mercury Research, the company's CPU revenue share climbed to 35.4%, representing a year-over-year increase of 6.8 percentage points, while unit shipment share grew to 29.2%.

Context

AMD reached a historic milestone in Q4 2025, capturing record-high levels of the global CPU market in both unit shipments and total revenue. According to the latest market data, the company’s revenue share surged to 35.4%, representing a significant year-over-year increase of 6.8 percentage points. This growth highlights AMD’s successful push into high-value segments like data centers and premium AI-enabled PCs, where it continues to erode Intel’s long-standing dominance through superior architectural efficiency and manufacturing consistency. In terms of volume, AMD achieved a shipment share of 29.2%, climbing 4.5 percentage points from the previous year. The sequential growth of 3.6 percentage points from the third quarter indicates accelerating momentum as the company capitalizes on its latest processor lineup. For investors, these record figures signal a fundamental structural shift in the semiconductor landscape, as AMD effectively translates technological performance gains into sustained financial market share at the direct expense of Intel.

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