AMD continues to increase its share of the server chip market

As evidenced by its results for the second quarter of 2024a AMD has been successful in continuing to increase its share in the competitive chip supply market for the professional market, serving companies around the world with server solutions, both in the CPUs and chips segments. EYPCas well as in the graphic aspect, with the line Instinct.

This positive scenario for AMD is also confirmed in external analyses, such as the consulting firm Mercury Research. According to data from the reportthe company led by Lisa Su is maintaining a steady pace of growth in CPU solutions for the x86 server market.

In the third quarter of 2022, the AMD accounted for 17% of this market. Now, according to data from the second quarter of 2024, the company’s market share is already 24.1%.

AMD’s growth rate in the server CPU market:

• 1st quarter of 2022: 11.6%
• 2nd quarter of 2022: 13.9%
• 3rd quarter of 2022: 17.5%;
• 4th quarter of 2022: 17.6%;
• 1st quarter of 2023: 18%;
• 2nd quarter of 2023: 18.6%;
• 3rd quarter of 2023: 23.3%;
• 4th quarter of 2023: 23.1%
• 1st quarter of 2024: 23.6%;
• 2nd quarter of 2024: 24.1%.

Like NVIDIA, the server market, driven by the AI ​​boom, is very important for AMD’s future. According to Lisa Su, CEO of the Sunnyvale giant, the demand for accelerators Instinct MI300 is above expectations, indicating the confidence of strategic partners in the company’s GPU solutions that can function as an alternative to what NVIDIA offers.

At the same time, NVIDIA has been facing difficulties with its new line of chips for the AI ​​market. Accelerators based on the Blackwell architecture.

According to The Informationthe company run by Jensen Huang, will have to delay the supply of these chips by about 3 months, due to a design flaw discovered late. Some partners of the GPU giant GeForce, including Microsoft, have already been notified.

Clearly, AMD and many other players that aim to expand their share of this market will have to work hard to really try to bother NVIDIA, which holds a market share of over 80%.