The Mercury Research CPU market share results are in for the first quarter of 2021, which finds AMD scoring its highest single-quarter market share increase in the server market since 2006, leading to record revenue as it steals more sockets from Intel.
Intel’s data center revenue absolutely plummeted in the first quarter of the year, dropping 20% YoY while units shipped drop 13%, but Intel chalked that up to its customers pausing orders while ‘digesting’ their existing inventory.
AMD’s strong gains in server CPU share during the quarter occurred before its newest AMD EPYC Milan chips and Intel’s newest Ice Lake chips had their official launch, but both companies began shipping chips to their biggest customers early this year/late last year.