Intel (INTC) Keeps Losing Processor Share to AMD

Intel Corp. (NASDAQ: INTC) has been losing processor share to Advanced Micro Devices Inc. (NASDAQ: AMD) for most of a decade, and the gap has not closed despite the capital and political attention Intel has attracted.

In laptop processors, Intel's share fell from over 90% in 2018 to 78% by the middle of 2025, according to Mercury Research. The decline has been steady rather than sudden, which makes it harder to reverse than a single lost design cycle would be.

Both companies posted strong data centre numbers in the second quarter of 2026. Intel reported data centre AI revenue of $6.3 billion, up 59% year over year. AMD has continued to build its Instinct accelerator line and launched the MI400 series in July, with its Helios rack system carrying 72 MI455X accelerators and 31 terabytes of HBM4 memory.

The divergence analysts point to is in customer lock-in rather than quarterly revenue. Growth in a market expanding this quickly does not by itself indicate share gains, and multi year commitments determine who holds the position when growth slows.

Intel's counterweight is supply. Server CPU capacity has been reported as close to sold out for 2026, which supports pricing on current generation parts even where share is under pressure.

For buyers of enterprise hardware the practical effect is that both platforms remain in active service and both continue to need parts. Second hand and refurbished supply follows the installed base rather than current market share.

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