An analysis published February 2, 2026, asserts AMD is taking a definitive lead over rival Intel this year. The report highlights AMD's successful transition to 2nm process technology for its desktop and EPYC server chips. This contrasts with Intel’s ongoing manufacturing delays and product roadmap setbacks.
AMD's fabless model and reliance on TSMC's proven nodes provide a key advantage. This enables a more consistent and predictable product release schedule. AMD has reportedly gained a lasting edge in power efficiency and performance, particularly in the data center market.