Silicon Momentum 2025: Why AMD Is Quietly Shifting the Balance

You step into the GPU market of Q3 2025 and instantly see movement. Global graphics shipments rise by 2.5 percent year over year and reach 76.6 million units. Discrete GPUs grow even faster with a confident 10.7 percent jump. You also see laptop graphics edging up by 1.4 percent.

AMD uses this moment to gain visibility. Its overall GPU share climbs by 0.9 percent this quarter. NVIDIA and Intel slide slightly. Intel still holds 61 percent of all GPUs because of integrated graphics. NVIDIA follows with 24 percent and AMD stands at 15 percent. Compared with last year, NVIDIA grew from 18 to 24 percent. Intel falls from 65 to 61 percent. AMD moves from 17 to 15 percent.

If you look only at discrete cards the picture sharpens. NVIDIA controls 94 percent. AMD takes 6 percent. Intel barely registers. The field remains tough yet AMD keeps pushing forward.

The State of the CPU Market

The CPU landscape also shifts. Shipments grow by 2.2 percent quarter over quarter. AMD gains another full percent and Intel loses 0.8 percent. You may notice the balance between desktops and laptops stays the same at 30 to 70. The entire CPU market drops 2.2 percent year over year but rises in the short term.

These trends tell you something important. The fight for performance and efficiency is not over. AMD continues to build momentum even as Intel guards its long-held territory. NVIDIA tightens its grip on discrete graphics.

What Comes Next

You should expect more turbulence. Memory prices may rise because the AI wave demands more and more capacity. Device makers may shift product lines to save memory. New CPU families are projected for early 2026. The race will only get more intense and you will have a front row seat.