AMD increased its share of desktop and server CPUs in Q2 2026 while overall processor shipments fell, according to Mercury Research. The decline in total shipments was driven by lower system‑on‑chip and embedded volumes, a contraction in AMD’s games‑console business, and a drop of more than 20 % in desktop CPU volumes, Mercury said. Higher PC prices and limited availability of consumer GPUs, caused by memory‑chip shortages and manufacturers’ focus on high‑bandwidth memory for AI servers, reduced demand for high‑end gaming desktops. Desktop CPU shipments fell by more than 20 % year‑over‑year, with AMD’s decline smaller than Intel’s, giving AMD a 35 % share compared with about 32 % a year earlier. Mobile processor shipments rose strongly quarter‑over‑quarter, lifting AMD’s share to nearly 29 % from 20.6 % a year ago. Server processor shipments grew 20 % year‑over‑year, and AMD captured 34.5 % of the market, up from 27.3 % previously; including only Intel Xeon SP and AMD EPYC, AMD’s share would be 46.4 %, Mercury noted. Arm‑based systems reached a record 15.3 % of the client market and 13.6 % of the server market, up 0.9 and 0.5 percentage points respectively, while Apple’s Mac Neo line and Arm‑based Chromebooks posted notable gains. The market shift reflects persistent supply constraints and pricing pressure, and analysts expect Arm‑based designs and memory‑chip availability to shape future CPU demand.