otherScore 55/100Research
AMD PC business grew 35% sequentially, driven by strong newest-product uptake
“We saw our PC business actually grow 35% sequentially.”
Why it matters
A 35% sequential PC jump points to share gains and/or strong client refresh demand, a concrete data point for AMD's client segment.
Investment implication
Positive read-through for AMD client revenue and potentially for PC supply chain partners; monitor whether share is coming from Intel (INTC).