AMD to get back to 30% marketshare in Q4 2018?

Industry sources told DigiTimes that AMD may see its global desktop processor marketshare increase to 30 percent in the fourth quarter of this year, up from an estimated level of over 20 percent this quarter.

The sources said that AMD has drastically changed its foundry strategy, loosening ties with Globalfoundries and contracting TSMC to fabricate its GPUs, server and PC processors on 7nm process. The policy change has sent AMD share prices rallying all the way since mid-2018 amid market expectations for better chip yield rates and performances as well as normal shipments to customers.

In addition, Intel's failure to carry out process transition from 14nm to 10nm in the second half of 2018 and the ensuing supply shortfall have prompted PC vendors to adopt AMD processors, further pushing up AMD's share prices to new highs in 12 years since late August.

In other markets, AMD still has a long way to go. In the server market, EPYC may hit a marketshare of 5 percent by the end of the year. That's roughly five times more than before, as Intel controlled 99 percent of the x86 server market.