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Semiconductor stocks have dominated headlines as the artificial intelligence and data-center boom has driven unprecedented demand. Yet not all chipmakers have enjoyed the same tailwinds, and Intel’s (INTC) market footprint is eroding faster than many expected.
A new Citi research note reveals Intel’s processor market share has slumped to 65.3% in Q1 2025, its weakest position since 2002. Rival Arm (ARM) oosted its global unit shipments to 13.6%, up from 10.8% last quarter, while Advanced Micro Devices (AMD) slid to 21.1%.