律动BlockBeats
律动BlockBeats|Aug 13, 2026 12:39
**[Citrini's Perspective: Intel's Product Portfolio and Pricing Power Are Improving, Q2 Server CPU Shipment Share Declines but Revenue Rises]** BlockBeats News, August 13 — Citrini analyst Jukan published an article stating that an interesting phenomenon occurred in Intel's server CPU market in the second quarter of 2026: shipment share declined, but revenue share increased. During the quarter, AMD's server CPU shipment share rose by approximately 0.9 percentage points, while Intel's dropped by about 1.4 percentage points. ARM also began appearing in the share charts. However, in terms of revenue share, Intel defied the trend and increased by approximately 1.7 percentage points. Jukan believes that although Intel sold fewer chips, its profitability increased, indicating that its product portfolio or pricing power is improving—likely due to a higher proportion of sales from high ASP (average selling price) high-end server chips. In the long term, Intel continues to face erosion in the server market by AMD, but this quarter's revenue share increase against the trend may suggest that its high-end product strategy is starting to show results. Some voices in the community are expressing bullish sentiments toward Intel. [Original Link]
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