According to Mercury Research, AMD held 22.5% of the overall x86 CPU market at the end of Q2, its highest share in the past 14 years.
The chipmaker’s server market share increased 3.7 percentage points over the year-ago period to 9.5% in Q2.
The chipmaker supplied 59% of the processing cores to new supercomputer systems in the top 500 list in June 2021, up from 46% in November of last year.
More importantly, AMD’s relentless pursuit of share in the server market is likely to get a shot in the arm when it launches its fourth-generation EPYC server chips, codenamed Genoa, based on a 5-nanometer manufacturing process next year.
That’s because a smaller node size will allow AMD to pack in more transistors and reduce power consumption, which will result in a higher core count and superior computing power.
Bank of America analyst Vivek Arya sees AMD’s server market share jumping to 25% over the next 12 to 18 months, which would be more than double the current levels.
If AMD indeed goes on to capture 25% of the server CPU market by the end of 2022 as Bank of America forecasts, its revenue from this space could more than double in the next two years.