The fourth quarter of the calendar year tends to be great for component makers like Intel and AMD because of holiday consumer sales, but this most recent Q4 period saw them both enjoy bang-up server sales, too.
Q4 was “kind of a quirky quarter,” said Dean McCarron of Mercury Research. Intel gained share overall, while AMD gained share in server, desktop and notebook markets. How? Increased demand across the board, for starters, at a time when customers aren’t typically buying servers.
“The only surprise was how strong the quarter was,” McCarron said. “It was a very strong fourth quarter, multiple records were set. The main ones that count were: server revenues were records for Intel and AMD, and total CPU record.”
Thanks to Andy Patrizio (see source)