[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Michael. Z [@MichaelZero10](/creator/twitter/MichaelZero10) on x 3691 followers Created: 2025-07-25 19:21:26 UTC The Power of Creative Destruction in the Semiconductor Market 🧐👇 $AMD (+3.0%) ;🟢 $INTC (-9.52%) ;🔴 $NVDA (+0.13%) ;🟢 Natural Darwinian Process: • Creative destruction is a concept in Economics that describes a process in which new innovations replace and make obsolete older innovations. $INTC vs $AMD 🥊 • $AMD's server CPU market share surged to XXXX% in Q1 2025, with projections to exceed XX% by year-end and reach XX% in 2026, challenging $INTC's dominance. Strong growth in desktop and notebook segments, alongside a ~36% revenue increase and robust Data Center Sales, highlights $AMD's expanding market leadership. • In 2017, $AMD had virtually X% market share in the server CPU business, but after CEO Lisa Su took control, those efforts saw the company reach ~25% in 2023, and then ~33% in 2024. Today things are looking more than excellent for $AMD and the server CPU market, something that wouldn't have predicted XX years ago. • Over the last few years $AMD has taken significant market share from $INTC in the server CPU market as it launched the EPYC line of server CPUs, which delivered more cores and threads per socket than comparable $INTC Xeon CPU and higher performance per dollar. $NVDA vs $AMD 🥊 • In 2024 $NVDA led the Data Center GPU market, holding ~92% of the market share. However, in this market there are other established companies trying to make inroads such as $AMD (~4% market share). • Today $AMD's MI350 chips, particularly the MI355X, deliver XX terabytes per second (TB/s) of memory bandwidth, nearly 3X that of $NVDA's Blackwell B200, which stands at around X TB/s. Even more interesting at ~$25,000 per chip, $AMD's MI350 chips are expected to be ~30% cheaper than $NVDA's comparable offerings. • Indeed the Semiconductor industry is probably of the most competitive segment, driven by advancements in technology, evolving market demands, and the need for sustainable practices. • What will stop $AMD from eating $NVDA lunch ?🤔  XXXXX engagements  **Related Topics** [nvda](/topic/nvda) [intc](/topic/intc) [$amds](/topic/$amds) [$amd](/topic/$amd) [$0981hk](/topic/$0981hk) [advanced micro devices](/topic/advanced-micro-devices) [stocks technology](/topic/stocks-technology) [$intc](/topic/$intc) [Post Link](https://x.com/MichaelZero10/status/1948825941716673011)
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Michael. Z @MichaelZero10 on x 3691 followers
Created: 2025-07-25 19:21:26 UTC
The Power of Creative Destruction in the Semiconductor Market 🧐👇
$AMD (+3.0%) ;🟢 $INTC (-9.52%) ;🔴 $NVDA (+0.13%) ;🟢
Natural Darwinian Process:
• Creative destruction is a concept in Economics that describes a process in which new innovations replace and make obsolete older innovations.
$INTC vs $AMD 🥊
• $AMD's server CPU market share surged to XXXX% in Q1 2025, with projections to exceed XX% by year-end and reach XX% in 2026, challenging $INTC's dominance. Strong growth in desktop and notebook segments, alongside a ~36% revenue increase and robust Data Center Sales, highlights $AMD's expanding market leadership.
• In 2017, $AMD had virtually X% market share in the server CPU business, but after CEO Lisa Su took control, those efforts saw the company reach ~25% in 2023, and then ~33% in 2024. Today things are looking more than excellent for $AMD and the server CPU market, something that wouldn't have predicted XX years ago.
• Over the last few years $AMD has taken significant market share from $INTC in the server CPU market as it launched the EPYC line of server CPUs, which delivered more cores and threads per socket than comparable $INTC Xeon CPU and higher performance per dollar.
$NVDA vs $AMD 🥊
• In 2024 $NVDA led the Data Center GPU market, holding 92% of the market share. However, in this market there are other established companies trying to make inroads such as $AMD (4% market share).
• Today $AMD's MI350 chips, particularly the MI355X, deliver XX terabytes per second (TB/s) of memory bandwidth, nearly 3X that of $NVDA's Blackwell B200, which stands at around X TB/s. Even more interesting at ~$25,000 per chip, $AMD's MI350 chips are expected to be ~30% cheaper than $NVDA's comparable offerings.
• Indeed the Semiconductor industry is probably of the most competitive segment, driven by advancements in technology, evolving market demands, and the need for sustainable practices.
• What will stop $AMD from eating $NVDA lunch ?🤔
XXXXX engagements
Related Topics nvda intc $amds $amd $0981hk advanced micro devices stocks technology $intc