GPU Shipments See Strong Rebound in 2023, Fueled by AMD Gains
- Discrete GPU shipments up 32% year-over-year in Q4 2023, continuing recovery from 2022 declines
- AMD shipments up 17% quarterly and 117% annually, fueling market growth
- AMD market share now 19%, up from 17% in Q3 and a low of 10% in Q3 2022
- CPU shipments recovering but not yet to 2020/2021 levels
- Researcher says market entering a "golden age" but warns not to overreact like with crypto and COVID