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Benzinga
Benzinga
Business
Anusuya Lahiri

AMD And Arm Are Quietly Pulling Ahead In US Chip Shipments — While Intel Battles Shortages

AMD Nasdaq Vivek Arya United States Advanced Micro Devices ARM Holdings Plc Intel Corporation
Chipset,On,Circuit,Board,For,Semiconductor,Investment,,3d,Rendering

U.S. chip demand is increasingly shifting toward Advanced Micro Devices, Inc (NASDAQ:AMD) and Arm Holdings plc (NASDAQ:ARM), with new market data showing both outpacing Intel Corp (NASDAQ:INTC) in key personal computer (PC) and server shipments despite Intel's higher pricing gains.

Bank of America Securities analyst Vivek Arya says U.S. semiconductor trends continue to favor AMD and Arm over Intel, especially in units shipped across PCs and servers. The analyst highlighted new third-quarter 2025 central processing Unit (CPU) data from Mercury Research that shows AMD and Arm growing faster than Intel in nearly every category.

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