Intel Slumps 3.9% After UBS Confirms 370-Basis-Point Q1 Server CPU Share Loss
Updated
Updated · The Motley Fool · May 14
Intel Slumps 3.9% After UBS Confirms 370-Basis-Point Q1 Server CPU Share Loss
4 articles · Updated · The Motley Fool · May 14
Intel fell 3.9% by 10:10 a.m. ET after UBS said the chipmaker lost more ground in server CPUs during the first quarter.
Q1 data showed Intel's server CPU share at 54.9%, down 370 basis points sequentially, while AMD rose 230 basis points to 27.4% and Arm gained 140 basis points to 17.7%.
The erosion looked structural rather than temporary: year over year, Intel lost 950 basis points as AMD added 330 and Arm surged 620, underscoring their gains in AI data-center workloads.
UBS still pointed to possible support from Intel's upcoming Coral Rapids chips and medium-term PC demand from locally run agentic AI, even as the company cedes share in a fast-growing market.
Intel's market share is collapsing. Can its bet on future chips and PC-based AI reverse this dramatic decline?
As Arm's new AI-specific CPU gains major backers, is the era of x86 dominance in data centers now over?
Can official U.S. chip sales to China succeed while a massive smuggling black market thrives?