UBS: AMD and Arm Continue to Gain Server Market Share in Q1, Pressure Mounts on Intel

格隆汇2026/05/14 13:12

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Glonghui, May 14 – According to the latest report released by UBS, AMD and ARM continued to expand their share in the server chip market in the first quarter of 2026, while Intel further lost ground. The report shows that overall server CPU shipments increased by about 6% quarter-on-quarter and about 19% year-on-year, far outperforming the typical seasonal decline of 7%. In terms of shipment volume, Arm's market share rose from 11.5% to 17.7%, AMD from 24.1% to 27.4%, while Intel fell from 64.4% to 54.9%. Looking further ahead, UBS estimates that the size of the server CPU market is expected to grow by about five times by 2030, expanding from about $30 billion in 2025 to about $170 billion, with ARM's unit market share projected to rise from 15% in 2025 to 40-45%.

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