INTC · News · 20261104N

Competition and Market Share

INTEL CORP · 2026-11-04 · Importance 45 · Surprise 56

AMD is growing faster than Intel as demand shifts toward AI accelerators and server CPUs, while Intel’s PC business loses momentum. AMD reported third-quarter revenue growth of 45% year over year, compared with Intel’s 21%; AMD data-center revenue rose 97% to $8.55 billion, supported by EPYC server processors and Instinct AI accelerators. Reporting identifies potential AMD market-share gains as a key competitive issue for Intel, though it does not quantify those gains.

Key facts

• Intel was expected to report $15–16 billion in revenue, and it would remain larger overall due to its foundry services. source
• Intel's market value dropped approximately $434 billion in four months, shedding more than half of its 2026 rally. source