Trend Force projects server CPU shipments will grow over 40% year-over-year in 2027, driven by AI inference demand and agentic AI adoption. The CPU-to-GPU/ASIC ratio is shifting from 1:8 toward 1:2 or 1:1, boosting CPU demand. In 2025, x86 processors held nearly 90% market share, led by Intel and AMD, while Arm-based CPUs surpassed 10%.
Intel faces shipment delays due to process and packaging challenges, relying on existing Emerald Rapids and Granite Rapids lines. AMD's market share is expected to rise to ~27% in 2026, with Venice processors entering mass production. Arm-based CPUs, including AWS Graviton, NVIDIA Grace, Google Axion, Microsoft Cobalt 100, and Arm AGI, are gaining traction.
Arm's share is projected to exceed 20% in 2026 and reach ~30% in 2027, fueled by NVIDIA Vera, Google, AWS, Microsoft, OpenAI, Arm, Huawei, and Alibaba Yitian 720/730. AMD is set to launch new products in early 2027, while Intel's supply remains constrained.
Source: TechPowerUp News · Summarized by HeadlinesBriefing