John Paczkowski

Recent Posts by John Paczkowski

AMD Gaining on Intel, and No, I’m Not Joking

amd_raiders-smjpgWell, look at that. Floundering though it is, AMD has managed some gains in the semiconductor market. According to IDC, the company’s share of the chip market hit 22.3 percent during the first quarter of 2009, an increase of 4.6 percent over the fourth quarter of 2008. Meanwhile, Intel’s share fell to 77.3 percent, a decline of 4.7 percent.

It would appear that Intel’s loss is, for the most part, AMD’s gain. Intel’s (INTC) shipments declined 16 percent while those of its rival increased 13 percent. Great news for AMD (AMD), which has been having a rough time of it lately with more than two fiscal years of losses and little sign of an upturn.

And what of the broader chip market? IDC says it remains weak, but believes a bottom may be in sight. Overall, shipments were down, but their rate of decline appears to be slowing. During the first quarter, world-wide shipments fell 10.9 percent from the fourth quarter of 2008. That’s not nearly as bad as their 17 percent decline from the third quarter to fourth. So the good news here in that the bad news could have been worse. Says IDC: “The PC processor market is still in weak condition. While OEM demand picked up notably towards the end of the quarter and going into April, IDC is wary that the demand was due to OEMs replenishing their inventories rather than reflecting a return of solid end demand and return to market normalcy. IDC continues to expect modest sequential processor unit shipment decline in 2Q09.”