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AMD's Cinderella story continued today with a report from Mercury Research, one of the chip industry's premier market analyst firms, that indicates AMD had reached 18.3% of the overall x86 share and 19.7% of the client market. That's the company's highest share since the fourth quarter of 2013 and the first quarter of 2012, respectively. The company also broke its all-time record for notebook market share penetration. We have the full breakdown below, including the company's gains in the desktop, notebook/mobile, and server segments.
The news comes on the back of AMD's stellar Q2 2020 earnings report, along with Intel's recent announcement that its 7nm process will be late to market, both of which combined to propel AMD to record stock valuations over the last week. Today AMD closed just shy of a $100 billion market cap, another record, as investors bought into the optimism – particularly around the company's share gains in the server market.
Here are the hard numbers from Mercury Research on the current state of play in the x86 semiconductor market.
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