▲ | threatripper 4 days ago | |
In the past we had only x86 and they were produced by AMD and Intel, no other serious competitor left. Of course in that market it will swing back and forth between these two. The stronger competitor will not go for the kill due to government intervention. Now we are in a different situation. There are several big competitors using ARM instead of x86. The software world is actually transitioning away from x86 in masses. Apple does their own CPUs better than Intel. AMD outsourced production already. Everybody is pumping money into TSMC who are are already ahead of Intel and they are moving faster. Either Intel gets a really really lucky run with their new technology or they need to split off the foundry business. The government may put it on life support until TSMC themselves may run into serious problems. The better way into the future may be to split up TSMC in multiple redundant and competing companies. |