AMD expects file CPU gross sales to continue to grow

If you happen to’ve been monitoring AMD’s market share within the PC CPU market, you recognize that it’s frequently climbed over the previous 12 months or so. Chief govt Dr. Lisa Su informed Wall Road that she expects that development to proceed, even after the corporate’s desktop CPU enterprise reached file highs in the course of the third quarter of 2025.

AMD’s Shopper and Gaming section of the enterprise offered $4 billion price of processors, CPUs, and semi-custom chips for the console enterprise in the course of the third quarter, however was barely surpassed by a file $4.3 billion from the information heart. Given the ravenous urge for food for AI, its efforts within the knowledge heart dominated the corporate’s third-quarter 2025 earnings name — analysts didn’t ask a single query particularly about its PC enterprise.

That’s considerably stunning, given AMD’s continued success within the PC market. The corporate’s consumer enterprise, made up of its CPU gross sales, recorded a file $2.8 billion.

“Our PC processor enterprise is performing exceptionally properly, with file quarterly gross sales because the robust demand surroundings and breadth of our management Ryzen portfolio accelerates development,” Su informed analysts in a transcript offered by Investing.com. “Desktop CPU gross sales reached an all-time excessive, with file channel sell-in and sell-out led by strong demand for our Ryzen 9000 processors, which ship unmatched efficiency throughout gaming, productiveness, and content material creation functions.”

AMD’s desktop CPU share has gained virtually 10 share factors since final 12 months, and Su stated she expects that development to proceed. “Wanting forward, we see vital alternative to proceed rising our consumer enterprise sooner than the general PC market, based mostly on the energy of our Ryzen portfolio, broader platform protection, and expanded go-to-market investments,” she stated.

Curiously, Ryzen notebooks even “elevated sharply” in the course of the quarter, Su stated. That’s stunning, provided that Intel has maintained the standard 80-20 cut up between AMD and Intel, particularly within the pocket book enterprise. If the chipmaker is chopping into that, Intel will face a major assault on a number of fronts.

AMD stated much less about its efforts within the GPU enterprise, although it famous that income and channel sell-out grew considerably, pushed by the Radeon 9000. The corporate’s FSR4 expertise, which makes use of upscaling and AI body technology inside the RX 9000 technology to enhance body charges, now helps greater than 85 video games.

AMD additionally noticed a lift from its semi-custom enterprise as Microsoft and Sony ramp up console manufacturing for the vacation gross sales season. That’s a double-edged sword, as the corporate’s outlook features a decline in “robust double digits” in gaming income, presumably reflecting a lull after the vacation console gross sales increase.

AMD’s second-quarter income elevated 36 % 12 months over 12 months to $9.2 billion, with internet revenue up 31 % to $1.243 billion.