The overall x86 market saw a massive 20.1 percent growth in Q4 2020. The problem for AMD is that it's not able to deliver as many processors as it wants. Capacity at TSMC is tight and this is holding AMD back in its fight against Intel. AMD believes the tightness will persist throughout the first half of this year until more capacity comes online at TSMC.
Those shortages led to a scarcity of AMD's chips during the critical holiday shopping season in the fourth quarter, while Intel's chips were widely available and often selling at a discount. That obviously helped Intel recoup some share. During its recent earnings call, Intel also cited improving supply of lower-end processors, like those destined for Chromebooks, as a contributing factor. Intel CEO Bob Swan noted the company increased its PC CPU units by 33% during the fourth quarter.A more detailed look at the desktop, mobile and server segments can be seen at Tom's Hardware.