AMD lost some market share in Server Instances while Intel gained

-- Advanced Micro Devices (NASDAQ:) saw a slight dip in market share in server instances in July,mt4 foreign exchange trading system rental according to a note from Jefferies on Thursday.

The report highlights that AMD lost 10 basis points (bps) of share, while Intel (NASDAQ:) made gains, capturing 72.8% of the market, driven by the success of its Sapphire Rapids processors and other offerings.

Jefferies pointed out that Intel's Sapphire Rapids processors were particularly strong, contributing to Intel's incremental share gain of 39.1%, up from 18.1% in June.

In addition, they note that other Intel products also helped boost its market share, with incremental share reaching 15.9% in July, a notable improvement compared to flat performance in June.

On the other hand, AMD's "Processor-only incremental share [was] weak vs. INTC," said Jefferies.

While total processor-only instances grew 0.6% month-over-month, AMD's share only increased by 0.2%, significantly lower than the 2% growth it experienced in June.

As a result, they state that AMD's total market share dropped slightly from 21.2% in June to 21.1% in July, with particular weakness in its Genoa processors.

"Genoa incremental share was 1.2% compared to 12.2% in June, similarly its lowest reported data point over the same period," adds the firm.

Despite the struggles in processor instances, AMD did manage to gain 10 bps in AI instances alongside AWS. Meanwhile, Nvidia (NASDAQ:) saw a decline in Dedicated Accelerator instances, losing 10 bps of market share.

Overall, Intel's momentum, led by Sapphire Rapids, helped it outpace AMD in the server instance market in July, according to Jefferies.

Statement: The content of this article does not represent the views of FTI website. The content is for reference only and does not constitute investment suggestions. Investment is risky, so you should be careful in your choice! If it involves content, copyright and other issues, please contact us and we will make adjustments at the first time!