ENG
Report

Global Data Center x86 CPU Analysis and Insights , Q1 2026

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May 13, 2026

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Category

Industry

Semiconductors

Service

HPC, HPC

Report Type

Report

Time Period

Quarterly

Author

Parv Sharma

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Parv is a Senior Analyst with Counterpoint Technology Market Research based out of Gurgaon, India. He has over 10 years of experience at Counterpoint in market research and strategic consulting across the global technology and telecom sectors. He tracks the global semiconductor ecosystem, with a focus on HPC and data center compute, server CPUs, and AI infrastructure — covering competitive dynamics across Intel, AMD, Arm, Nvidia, and hyperscaler custom silicon. His research also spans the smartphone semiconductor ecosystem — including the Application Processor (AP)/SoC market, foundry, node and manufacturing technology, the RFFE ecosystem and value chain, and smartphone Bill of Materials (BoM) analysis — as well as the Automotive and Connected Car value chain. He leads a team driving data analysis and insights and contributes regularly to media coverage on semiconductors and AI infrastructure.