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Jon Peddie Research reports that the global client CPU market expanded for four quarters in a row, and in Q4’25, it showed modest growth of 2.7% from last quarter, while server CPU shipments increased 14.1% year over year.
Q4 is typically up due to holiday shopping. Some of it in 2025 was due to buying ahead of the tariffs and the end of Windows 10.
The overall server CPU market increased by 6.5% quarter to quarter and by 13.6% year to year.
“We think the PC CPUs’ growth was in line with seasonal buying behavior, albeit a bit low. The influence of the up-again, down-again tariffs, and Microsoft’s withdrawal from support of the 2016 Windows 10, also had an effect,” said Dr. Jon Peddie, president of Jon Peddie Research. “We expect Q1’26 to be down due to memory constraints and higher process.”
