Intel’s tough decision boosted AMD to record highs

Shipments of x86 processors dropped from the third to the fourth quarter of 2025, as Intel’s supply constraints reined in PC processor shipments and helped AMD, especially in the mobile market.

AMD itself released some of the shipment estimates from Mercury Research on Wednesday, but the research firm added additional details on Thursday, including Intel’s market share. It also confirmed that AMD has now hit record share in both mobile and desktop processors.

Normally, the...