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AMD's Market Share Widened in Q2

AMD won back 4% of the overall market share that it lost in Q1

In the June quarter AMD won back 4% of the overall market share that it lost in Q1, according to Mercury Research, which gives the company 22.9% of the x86 market versus the 18.7% it was supposed to have in Q1.

The share came directly out of Intel's pocket and means that AMD is better than a point ahead of where it was this time last year, when its technology punches were still landing on Intel.

Mercury said the PC market was thriving in Q2, unseasonally up 15.2% year-over-year maybe because of low-end demand from emerging markets though all segments were up.

AMD apparently shipped more processors than required in Q4 (overstating its share), got its wings clipped as a result in Q1 (understating its share) and returned to balance in Q2 when the inventory issues were largely resolved.

It seems to be surviving the price war with Intel, which was at 76.3% in Q2, down 4.2% sequentially, Mercury said. What impact this evidence might have on the European Commission antitrust charges against Intel remains to be seen.

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