Latest / Chip Stock Investor Podcast
AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues
Intel stock is up big over the last year. On the stock price, CSI was wrong — and they are saying so directly.
On the business analysis, they are standing firm.
AMD is steadily taking data center CPU market share from Intel. The driver is availability — both companies rely on TSMC for their most advanced chiplets, but AMD has used that availability more effectively in a CPU shortage environment where demand is outpacing supply. After AMD's most recent earnings, the trajectory is clear: if things continue, AMD could pass Intel in data center and AI revenue as early as late 2026 or sometime in…
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