… When combined with the US restrictions, TrendForce expects the growth to impact AMD and NVIDIA's market share in the country. This market share is expected to drop to 10% by 2026, while the domestic chips are slated to capture 90% of the market share. …
… NVIDIA Sees Rise in High-End GPU Market Share in APAC Market The news is quite big in the sense that we are talking about the entire APAC Asia Pacific market. …
The PC market has been contracting since the start of this year, and in particular, the GPU segment has taken a hit, with both NVIDIA and Intel seeing a decline in market share. …
… In China, AMD is estimated to have a 12 percent share this year, far more than NVIDIA's share, as export locks and policy shifts have made NVIDIA GPUs a no-show in the country. …
… This has led to a substantial increase in the market share of AMD's entire processor lineup. …
… He and I, we share the same view, that semiconductor infrastructure actually is not catch up with the AI growth. And inaudible you need the capacity, you need to have the productivity and you have to drive efficiency. And so those are the thing that he and I, we share that. …
AMD's promise is big and appreciable, but can it actually deliver when the DRAM shortage has caused so much volatility in the current PC market? …
… But we can't completely vacate the client market. …
… According to Bernstein's HBM modeling shared by Jukan on X , it is predicted that Samsung's market share is expected to surpass SK hynix by 2027, after losing the lead in the last quarter. …
… Client business revenue was $2.9 billion, up 26% year-over-year, primarily driven by strong demand for leadership AMD Ryzen processors and continued market share gains. …