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 ...

Total microprocessor unit shipments increased by 3.9% quarter-over-quarter in the third quarter, exceeding the typical seasonal growth of 2.4%. This stronger-than-expected performance was primarily ...

We’re downgrading Intel Corporation to a sell. While we believe our investment thesis regarding moderating CPU share loss to Advanced Micro Devices, Inc. and potential foundry growth remains in play, ...

The processors in today’s computers have grown tremendously in performance, capabilities and complexity over the past decade. Clock speed has skyrocketed, and size has dwindled, even as the number of ...