AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024
Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).
The first quarter of this year was no exception, according to Mercury Research, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4th Generation EPYC processors.
"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.
Desktop PCs: AMD Achieves Highest Share in More Than a Decade
Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.
As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.
As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.
Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp
AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.
In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.
Client PCs: Slight Gain for AMD, Small Loss for Intel
Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.
But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs
Posted by The Techinical Support
Kioxia Demonstrates Optical Interface SSDs for Data Centers 
A few years back, the Japanese government's New Energy and Industrial Technology Development Organization (NEDO ) allocated funding for the development of green datacenter technologies. With the aim to obtain up to 40% savings in overall power consumption, several Japanese companies have been developing an optical interface for their enterprise SSDs. And at this year's FMS, Kioxia had their optical interface on display.
For this demonstration, Kioxia took its existing CM7 enterprise SSD and created an optical interface for it. A PCIe card with on-board optics developed by Kyocera is installed in the server slot. An optical interface allows data transfer over long distances (it was 40m in the demo, but Kioxia promises lengths of up to 100m for the cable in the future). This allows the storage to be kept in a separate room with minimal cooling requirements compared to the rack with the CPUs and GPUs. Disaggregation of different server components will become an option as very high throughput interfaces such as PCIe 7.0 (with 128 GT/s rates) become available.
The demonstration of the optical SSD showed a slight loss in IOPS performance, but a significant advantage in the latency metric over the shipping enterprise SSD behind a copper network link. Obviously, there are advantages in wiring requirements and signal integrity maintenance with optical links.
Being a proof-of-concept demonstration, we do see the requirement for an industry-standard approach if this were to gain adoption among different datacenter vendors. The PCI-SIG optical workgroup will need to get its act together soon to create a standards-based approach to this problem.
Storage
Intel Sells Its Arm Shares, Reduces Stakes in Other Companies 
Intel has divested its entire stake in Arm Holdings during the second quarter, raising approximately $147 million. Alongside this, Intel sold its stake in cybersecurity firm ZeroFox and reduced its holdings in Astera Labs, all as part of a broader effort to manage costs and recover cash amid significant financial challenges.
The sale of Intel's 1.18 million shares in Arm Holdings, as reported in a recent SEC filing, comes at a time when the company is struggling with substantial financial losses. Despite the $147 million generated from the sale, Intel reported a $120 million net loss on its equity investments for the quarter, which is a part of a larger $1.6 billion loss that Intel faced during this period.
In addition to selling its stake in Arm, Intel also exited its investment in ZeroFox and reduced its involvement with Astera Labs, a company known for developing connectivity platforms for enterprise hardware. These moves are in line with Intel's strategy to reduce costs and stabilize its financial position as it faces ongoing market challenges.
Despite the divestment, Intel's past investment in Arm was likely driven by strategic considerations. Arm Holdings is a significant force in the semiconductor industry, with its designs powering most mobile devices, and, for obvious reasons, Intel would like to address these. Intel and Arm are also collaborating on datacenter platforms tailored for Intel's 18A process technology. Additionally, Arm might view Intel as a potential licensee for its technologies and a valuable partner for other companies that license Arm's designs.
Intel's investment in Astera Labs was also a strategic one as the company probably wanted to secure steady supply of smart retimers, smart cable modems, and CXL memory controller, which are used in volumes in datacenters and Intel is certainly interested in selling as many datacenter CPUs as possible.
Intel's financial struggles were highlighted earlier this month when the company released a disappointing earnings report, which led to a 33% drop in its stock value, erasing billions of dollars of capitalization. To counter these difficulties, Intel announced plans to cut 15,000 jobs and implement other expense reductions. The company has also suspended its dividend, signaling the depth of its efforts to conserve cash and focus on recovery. When it comes to divestment of Arm stock, the need for immediate financial stabilization has presumably taken precedence, leading to the decision.
CPUs
The Endorfy Fortis 5 Dual Fan CPU Cooler Review: Towering Value Standard CPU coolers, while adequate for managing basic thermal loads, often fall short in terms of noise reduction and superior cooling efficiency. This limitation drives advanced users and system builders to seek aftermarket solutions tailored to their specific needs. The high-end aftermarket cooler market is highly competitive, with manufacturers striving to offer products with exceptional performance.
Endorfy, previously known as SilentiumPC, is a Polish manufacturer that has undergone a significant transformation to expand its presence in global markets. The brand is known for delivering high-performance cooling solutions with a strong focus on balancing efficiency and affordability. By rebranding as Endorfy, the company aims to enter premium market segments while continuing to offer reliable, high-quality cooling products.
SilentiumPC became very popular in the value/mainstream segments of the PC market with their products, the spearhead of which probably was the Fera 5 cooler that we reviewed a little over two years ago and had a remarkable value for money. Today’s review places Endorfy’s largest CPU cooler, the Fortis 5 Dual Fan, on our laboratory test bench. The Fortis 5 is the largest CPU air cooler the company currently offers and is significantly more expensive than the Fera 5, yet it still is a single-tower cooler that strives to strike a balance between value, compatibility, and performance.
Cases/Cooling/PSUs
Kioxia Demonstrates Optical Interface SSDs for Data Centers
A few years back, the Japanese government's New Energy and Industrial Technology Development Organization (NEDO ) allocated funding for the development of green datacenter technologies. With the aim to obtain up to 40% savings in overall power consumption, several Japanese companies have been developing an optical interface for their enterprise SSDs. And at this year's FMS, Kioxia had their optical interface on display.
For this demonstration, Kioxia took its existing CM7 enterprise SSD and created an optical interface for it. A PCIe card with on-board optics developed by Kyocera is installed in the server slot. An optical interface allows data transfer over long distances (it was 40m in the demo, but Kioxia promises lengths of up to 100m for the cable in the future). This allows the storage to be kept in a separate room with minimal cooling requirements compared to the rack with the CPUs and GPUs. Disaggregation of different server components will become an option as very high throughput interfaces such as PCIe 7.0 (with 128 GT/s rates) become available.
The demonstration of the optical SSD showed a slight loss in IOPS performance, but a significant advantage in the latency metric over the shipping enterprise SSD behind a copper network link. Obviously, there are advantages in wiring requirements and signal integrity maintenance with optical links.
Being a proof-of-concept demonstration, we do see the requirement for an industry-standard approach if this were to gain adoption among different datacenter vendors. The PCI-SIG optical workgroup will need to get its act together soon to create a standards-based approach to this problem.
Storage
Intel Sells Its Arm Shares, Reduces Stakes in Other Companies
Intel has divested its entire stake in Arm Holdings during the second quarter, raising approximately $147 million. Alongside this, Intel sold its stake in cybersecurity firm ZeroFox and reduced its holdings in Astera Labs, all as part of a broader effort to manage costs and recover cash amid significant financial challenges.
The sale of Intel's 1.18 million shares in Arm Holdings, as reported in a recent SEC filing, comes at a time when the company is struggling with substantial financial losses. Despite the $147 million generated from the sale, Intel reported a $120 million net loss on its equity investments for the quarter, which is a part of a larger $1.6 billion loss that Intel faced during this period.
In addition to selling its stake in Arm, Intel also exited its investment in ZeroFox and reduced its involvement with Astera Labs, a company known for developing connectivity platforms for enterprise hardware. These moves are in line with Intel's strategy to reduce costs and stabilize its financial position as it faces ongoing market challenges.
Despite the divestment, Intel's past investment in Arm was likely driven by strategic considerations. Arm Holdings is a significant force in the semiconductor industry, with its designs powering most mobile devices, and, for obvious reasons, Intel would like to address these. Intel and Arm are also collaborating on datacenter platforms tailored for Intel's 18A process technology. Additionally, Arm might view Intel as a potential licensee for its technologies and a valuable partner for other companies that license Arm's designs.
Intel's investment in Astera Labs was also a strategic one as the company probably wanted to secure steady supply of smart retimers, smart cable modems, and CXL memory controller, which are used in volumes in datacenters and Intel is certainly interested in selling as many datacenter CPUs as possible.
Intel's financial struggles were highlighted earlier this month when the company released a disappointing earnings report, which led to a 33% drop in its stock value, erasing billions of dollars of capitalization. To counter these difficulties, Intel announced plans to cut 15,000 jobs and implement other expense reductions. The company has also suspended its dividend, signaling the depth of its efforts to conserve cash and focus on recovery. When it comes to divestment of Arm stock, the need for immediate financial stabilization has presumably taken precedence, leading to the decision.
CPUs
The Endorfy Fortis 5 Dual Fan CPU Cooler Review: Towering Value Standard CPU coolers, while adequate for managing basic thermal loads, often fall short in terms of noise reduction and superior cooling efficiency. This limitation drives advanced users and system builders to seek aftermarket solutions tailored to their specific needs. The high-end aftermarket cooler market is highly competitive, with manufacturers striving to offer products with exceptional performance.
Endorfy, previously known as SilentiumPC, is a Polish manufacturer that has undergone a significant transformation to expand its presence in global markets. The brand is known for delivering high-performance cooling solutions with a strong focus on balancing efficiency and affordability. By rebranding as Endorfy, the company aims to enter premium market segments while continuing to offer reliable, high-quality cooling products.
SilentiumPC became very popular in the value/mainstream segments of the PC market with their products, the spearhead of which probably was the Fera 5 cooler that we reviewed a little over two years ago and had a remarkable value for money. Today’s review places Endorfy’s largest CPU cooler, the Fortis 5 Dual Fan, on our laboratory test bench. The Fortis 5 is the largest CPU air cooler the company currently offers and is significantly more expensive than the Fera 5, yet it still is a single-tower cooler that strives to strike a balance between value, compatibility, and performance.
Cases/Cooling/PSUs
Fadu's FC5161 SSD Controller Breaks Cover in Western Digital's PCIe Gen5 Enterprise Drives 
When Western Digital introduced its Ultrastar DC SN861 SSDs earlier this year, the company did not disclose which controller it used for these drives, which made many observers presume that WD was using an in-house controller. But a recent teardown of the drive shows that is not the case; instead, the company is using a controller from Fadu, a South Korean company founded in 2015 that specializes on enterprise-grade turnkey SSD solutions.
The Western Digital Ultrastar DC SN861 SSD is aimed at performance-hungry hyperscale datacenters and enterprise customers which are adopting PCIe Gen5 storage devices these days. And, as uncovered in photos from a recent Storage Review article, the drive is based on Fadu's FC5161 NVMe 2.0-compliant controller. The FC5161 utilizes 16 NAND channels supporting an ONFi 5.0 2400 MT/s interface, and features a combination of enterprise-grade capabilities (OCP Cloud Spec 2.0, SR-IOV, up to 512 name spaces for ZNS support, flexible data placement, NVMe-MI 1.2, advanced security, telemetry, power loss protection) not available on other off-the-shelf controllers – or on any previous Western Digital controllers.
The Ultrastar DC SN861 SSD offers sequential read speeds up to 13.7 GB/s as well as sequential write speeds up to 7.5 GB/s. As for random performance, it boasts with an up to 3.3 million random 4K read IOPS and up to 0.8 million random 4K write IOPS. The drives are available in capacities between 1.6 TB and 7.68 TB with one or three drive writes per day (DWPD) over five years rating as well as in U.2 and E1.S form-factors.
While the two form factors of the SN861 share a similar technical design, Western Digital has tailored each version for distinct workloads: the E1.S supports FDP and performance enhancements specifically for cloud environments. By contrast, the U.2 model is geared towards high-performance enterprise tasks and emerging applications like AI.
Without any doubts, Western Digital's Ultrastar DC SN861 is a feature-rich high-performance enterprise-grade SSD. It has another distinctive feature: a 5W idle power consumption, which is rather low by the standards of enterprise-grade drives (e.g., it is 1W lower compared to the SN840). While the difference with predecessors may be just 1W, hyperscalers deploy thousands of drives and for their TCO every watt counts.
Western Digital's Ultrastar DC SN861 SSDs are now available for purchase to select customers (such as Meta) and to interested parties. Prices are unknown, but they will depend on such factors as volumes.
Sources: Fadu, Storage Review
Storage
Kioxia Demonstrates Optical Interface SSDs for Data Centers
A few years back, the Japanese government's New Energy and Industrial Technology Development Organization (NEDO ) allocated funding for the development of green datacenter technologies. With the aim to obtain up to 40% savings in overall power consumption, several Japanese companies have been developing an optical interface for their enterprise SSDs. And at this year's FMS, Kioxia had their optical interface on display.
For this demonstration, Kioxia took its existing CM7 enterprise SSD and created an optical interface for it. A PCIe card with on-board optics developed by Kyocera is installed in the server slot. An optical interface allows data transfer over long distances (it was 40m in the demo, but Kioxia promises lengths of up to 100m for the cable in the future). This allows the storage to be kept in a separate room with minimal cooling requirements compared to the rack with the CPUs and GPUs. Disaggregation of different server components will become an option as very high throughput interfaces such as PCIe 7.0 (with 128 GT/s rates) become available.
The demonstration of the optical SSD showed a slight loss in IOPS performance, but a significant advantage in the latency metric over the shipping enterprise SSD behind a copper network link. Obviously, there are advantages in wiring requirements and signal integrity maintenance with optical links.
Being a proof-of-concept demonstration, we do see the requirement for an industry-standard approach if this were to gain adoption among different datacenter vendors. The PCI-SIG optical workgroup will need to get its act together soon to create a standards-based approach to this problem.
Storage
Intel Sells Its Arm Shares, Reduces Stakes in Other Companies
Intel has divested its entire stake in Arm Holdings during the second quarter, raising approximately $147 million. Alongside this, Intel sold its stake in cybersecurity firm ZeroFox and reduced its holdings in Astera Labs, all as part of a broader effort to manage costs and recover cash amid significant financial challenges.
The sale of Intel's 1.18 million shares in Arm Holdings, as reported in a recent SEC filing, comes at a time when the company is struggling with substantial financial losses. Despite the $147 million generated from the sale, Intel reported a $120 million net loss on its equity investments for the quarter, which is a part of a larger $1.6 billion loss that Intel faced during this period.
In addition to selling its stake in Arm, Intel also exited its investment in ZeroFox and reduced its involvement with Astera Labs, a company known for developing connectivity platforms for enterprise hardware. These moves are in line with Intel's strategy to reduce costs and stabilize its financial position as it faces ongoing market challenges.
Despite the divestment, Intel's past investment in Arm was likely driven by strategic considerations. Arm Holdings is a significant force in the semiconductor industry, with its designs powering most mobile devices, and, for obvious reasons, Intel would like to address these. Intel and Arm are also collaborating on datacenter platforms tailored for Intel's 18A process technology. Additionally, Arm might view Intel as a potential licensee for its technologies and a valuable partner for other companies that license Arm's designs.
Intel's investment in Astera Labs was also a strategic one as the company probably wanted to secure steady supply of smart retimers, smart cable modems, and CXL memory controller, which are used in volumes in datacenters and Intel is certainly interested in selling as many datacenter CPUs as possible.
Intel's financial struggles were highlighted earlier this month when the company released a disappointing earnings report, which led to a 33% drop in its stock value, erasing billions of dollars of capitalization. To counter these difficulties, Intel announced plans to cut 15,000 jobs and implement other expense reductions. The company has also suspended its dividend, signaling the depth of its efforts to conserve cash and focus on recovery. When it comes to divestment of Arm stock, the need for immediate financial stabilization has presumably taken precedence, leading to the decision.
CPUs
Samsung's 128 TB-Class BM1743 Enterprise SSD Displayed at FMS 2024 
Samsung had quietly launched its BM1743 enterprise QLC SSD last month with a hefty 61.44 TB SKU. At FMS 2024, the company had the even larger 122.88 TB version of that SSD on display, alongside a few recorded benchmarking sessions. Compared to the previous generation, the BM1743 comes with a 4.1x improvement in I/O performance, improvement in data retention, and a 45% improvement in power efficiency for sequential writes.
The 128 TB-class QLC SSD boasts of sequential read speeds of 7.5 GBps and write speeds of 3 GBps. Random reads come in at 1.6 M IOPS, while 16 KB random writes clock in at 45K IOPS. Based on the quoted random write access granularity, it appears that Samsung is using a 16 KB indirection unit (IU) to optimize flash management. This is similar to the strategy adopted by Solidigm with IUs larger than 4K in their high-capacity SSDs.
A recorded benchmark session on the company's PM9D3a 8-channel Gen 5 SSD was also on display.
The SSD family is being promoted as a mainstream option for datacenters, and boasts of sequential reads up to 12 GBps and writes up to 6.8 GBps. Random reads clock in at 2 M IOPS, and random writes at 400 K IOPS.
Available in multiple form-factors up to 32 TB (M.2 tops out at 2 TB), the drive's firmware includes optional support for flexible data placement (FDP) to help address the write amplification aspect.
The PM1753 is the current enterprise SSD flagship in Samsung's lineup. With support for 16 NAND channels and capacities up to 32 TB, this U.2 / E3.S SSD has advertised sequential read and write speeds of 14.8 GBps and 11 GBps respectively. Random reads and writes for 4 KB accesses are listed at 3.4 M and 600 K IOPS.
Samsung claims a 1.7x performance improvement and a 1.7x power efficiency improvement over the previous generation (PM1743), making this TLC SSD suitable for AI servers.
The 9th Gen. V-NAND wafer was also available for viewing, though photography was prohibited. Mass production of this flash memory began in April 2024.
Storage
![](https://twitter.com/share?url=https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html&text=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs){kind=link}
![](https://www.pinterest.com/pin/create/button/?url=https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html&media=https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_uxbB6xkAv2rOZVJO0KLEyfS7hgwLIWe5hPOFOEQWosHpDUed076_xHg5NaQYfnBTt-2tVgl6b5rA7aw2AESFK1inydopiaLdeTuA8bm37uxqQ9lNEGtgs8lKrioqTWkcBXCSvYbnakxHIjAw&description=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs){kind=link}
![](https://web.whatsapp.com/send?text=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs | https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html){kind=link}
![](mailto:?subject=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs&body=https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html){kind=link}
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's.
Kioxia Demonstrates Optical Interface SSDs for Data Centers
A few years back, the Japanese government's New Energy and Industrial Technology Development Organization (NEDO ) allocated funding for the development of green datacenter technologies. With the aim to obtain up to 40% savings in overall power consumption, several Japanese companies have been developing an optical interface for their enterprise SSDs. And at this year's FMS, Kioxia had their optical interface on display.
For this demonstration, Kioxia took its existing CM7 enterprise SSD and created an optical interface for it. A PCIe card with on-board optics developed by Kyocera is installed in the server slot. An optical interface allows data transfer over long distances (it was 40m in the demo, but Kioxia promises lengths of up to 100m for the cable in the future). This allows the storage to be kept in a separate room with minimal cooling requirements compared to the rack with the CPUs and GPUs. Disaggregation of different server components will become an option as very high throughput interfaces such as PCIe 7.0 (with 128 GT/s rates) become available.
The demonstration of the optical SSD showed a slight loss in IOPS performance, but a significant advantage in the latency metric over the shipping enterprise SSD behind a copper network link. Obviously, there are advantages in wiring requirements and signal integrity maintenance with optical links.
Being a proof-of-concept demonstration, we do see the requirement for an industry-standard approach if this were to gain adoption among different datacenter vendors. The PCI-SIG optical workgroup will need to get its act together soon to create a standards-based approach to this problem.
Storage
Intel Sells Its Arm Shares, Reduces Stakes in Other Companies
Intel has divested its entire stake in Arm Holdings during the second quarter, raising approximately $147 million. Alongside this, Intel sold its stake in cybersecurity firm ZeroFox and reduced its holdings in Astera Labs, all as part of a broader effort to manage costs and recover cash amid significant financial challenges.
The sale of Intel's 1.18 million shares in Arm Holdings, as reported in a recent SEC filing, comes at a time when the company is struggling with substantial financial losses. Despite the $147 million generated from the sale, Intel reported a $120 million net loss on its equity investments for the quarter, which is a part of a larger $1.6 billion loss that Intel faced during this period.
In addition to selling its stake in Arm, Intel also exited its investment in ZeroFox and reduced its involvement with Astera Labs, a company known for developing connectivity platforms for enterprise hardware. These moves are in line with Intel's strategy to reduce costs and stabilize its financial position as it faces ongoing market challenges.
Despite the divestment, Intel's past investment in Arm was likely driven by strategic considerations. Arm Holdings is a significant force in the semiconductor industry, with its designs powering most mobile devices, and, for obvious reasons, Intel would like to address these. Intel and Arm are also collaborating on datacenter platforms tailored for Intel's 18A process technology. Additionally, Arm might view Intel as a potential licensee for its technologies and a valuable partner for other companies that license Arm's designs.
Intel's investment in Astera Labs was also a strategic one as the company probably wanted to secure steady supply of smart retimers, smart cable modems, and CXL memory controller, which are used in volumes in datacenters and Intel is certainly interested in selling as many datacenter CPUs as possible.
Intel's financial struggles were highlighted earlier this month when the company released a disappointing earnings report, which led to a 33% drop in its stock value, erasing billions of dollars of capitalization. To counter these difficulties, Intel announced plans to cut 15,000 jobs and implement other expense reductions. The company has also suspended its dividend, signaling the depth of its efforts to conserve cash and focus on recovery. When it comes to divestment of Arm stock, the need for immediate financial stabilization has presumably taken precedence, leading to the decision.
CPUs
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