The large picture: The overall CPU marketplace saw the largest year-over-yr increase in shipments in the concluding 25 years, with Intel gaining some x86 market share in the desktop infinite while losing some of its grip on the server segment to AMD and its Epyc CPU series.

Intel is stuck betwixt a rock and a hard place, with the first existence the dominating force of Arm in the mobile infinite and the second being an ambitious AMD that has gradually shed its underdog skin to go a serious contender in desktop and laptop CPUs, and an increasingly competitive rival in the data middle equally well. The Lisa Su-powered AMD saw a record first quarter with near double the revenue compared to the catamenia concluding yr.

According to analysis by Mercury Research, AMD saw the fastest growth in server sales in over fifteen years, taking a stiff bite into Intel's authorisation in hyperscale computing hardware. Specifically, it grew to simply under ix percent market share on the dorsum of stiff Epyc CPU sales. President of Mercury Research Dean McCarron notes this was a major contributor to the increase in average selling price for AMD CPUs.

This would also explain, at to the lowest degree in role, why Intel'southward Information Heart Group delivered less than stellar results for the first three months of the year, downwards twenty percent compared to the same quarter of 2022.

Likewise, the outset quarter of 2022 was not every bit successful for AMD in areas similar consumer CPUs for laptops and desktops. The company has been struggling to meet demand every bit it depends on TSMC at a time when the foundry has a growing backlog of orders and hopes to overcome component shortages old in 2022. Intel capitalized on this past pricing its entry-level CPUs more aggressively and effectively grabbing some market place share back from AMD for the first time in 3 years.

The Mercury Research report notes that the CPU market has seen significant momentum over the final year as every quarter registers a new record in the total amount of sales.

The starting time quarter of the year unremarkably sees lower sales volume, but the commencement quarter of 2022 saw a 41 percent year-over-year increment, the highest recorded for the CPU market in 25 years.

Chipmakers are the biggest winners in this story, with global semiconductor acquirement projected to grow to $522 billion in 2022 despite the industry's chip shortage.