AMD finished Q4 2025 with its highest CPU revenue and unit share in both EPYC and Ryzen, and it did it while everyone else was moaning about costs.
Mercury Research numbers show AMD gaining in both client and server x86 CPUs, with unit share and revenue share moving up at the same time.
Desktop was the loudest jump, with AMD’s desktop unit share hitting 36.4 per cent and desktop revenue share reaching 42.6 per cent, up 14.6 points year on year.
AMD’s desktop unit share was 33.6 per cent in Q3 2025 and 26.9 per cent a year earlier. Revenue share on desktop climbed to 42.6 per cent from 41.0 per cent in Q3 2025 and 28.0 per cent in Q4 2024, the highest since Ryzen launched.
AMD credited momentum across OEM and DIY channels, with its X3D chips still being pushed as the fastest gaming options, including the 7800X3D, 9800X3D and 9850X3D.
Older AM4 parts are still shifting, helped along by rising memory prices.
Mobile growth was steadier, with unit share at 26.0 per cent and revenue share at 24.9 per cent after a 3.3-point rise year on year.
AMD’s mobile stack spans entry-level refreshes through mainstream parts and the higher-end Ryzen AI MAX line, with Ryzen AI 400 and Ryzen AI MAX roll-outs still in progress.
It is also lining those chips up against Intel’s Panther Lake, which it says sits in the “Core Ultra Series 3” bracket, whether buyers care or not.
On the server side, EPYC revenue share rose 4.9 points year on year and 1.8 points quarter on quarter to 41.3 per cent, while unit share climbed to 28.8 per cent.
That puts AMD within touching distance of a 30 per cent server unit share, mostly from Genoa and Turin, and from older EPYC parts still shipping in volume.
AMD is teeing up Venice on Zen 6 later in 2026, tied to Helios racks and Instinct MI450 accelerators, as it tries to keep the data centre story looking inevitable.
Across all client CPUs, AMD ended the quarter at 29.2 per cent unit share and 31.2 per cent revenue share, with overall CPU revenue share reaching 35.4 per cent.
Mercury Research said: “AMD’s CPU market share has been growing steadily, and the end of 2025 saw its biggest CPU unit and revenue figures. AMD’s position is getting stronger each passing quarter, and it ended its 2025 journey at its strongest position to date.”
