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dyauspitr 8 hours ago

Im rooting for Intel. I hate the current paradigm where all the best chips are made in one factory in Asia.

fsuts 6 hours ago | parent | next [-]

Tsmc are opening 10 factories in USA at cost of $265bn

https://www.techrepublic.com/article/news-tsmc-us-investment...

Intel staying strong is still vital for competitiveness though

matwood 6 hours ago | parent | next [-]

Until they are built, it's all talk.

https://www.cnbc.com/2021/04/21/foxconn-mostly-abandons-10-b...

Orygin 5 hours ago | parent [-]

They are built, at least one in Phoenix:

> As of 2025, the first fab has been completed and is producing four-nanometer (nm) chips.

matwood 4 hours ago | parent [-]

One is built, OP said 10.

Orygin 3 hours ago | parent | next [-]

Gotta start somewhere. Plus foxconn only abandoned 1 DC build out during Covid, a bit different from TSMC investing billions to build multiple, of which they already built 1.

cyanydeez 3 hours ago | parent | prev [-]

[flagged]

p_l 6 hours ago | parent | prev [-]

TSMC also AFAIK is forbidden from setting up bleeding-edge fabs outside of Taiwan?

adventured 6 hours ago | parent [-]

Four more 2nm (or below) fabs in Arizona. That's bleeding-edge or very close to it.

nasretdinov 7 hours ago | parent | prev | next [-]

IMO it's competition that makes better products in the end. If either party becomes a full monopolist the progress will stall (as already happened with Intel I guess)

jbstack 6 hours ago | parent [-]

> as already happened with Intel I guess

In which sense? Intel is neither a full monopolist (AMD, ARM) nor has progress stalled (we're still getting a regular cycle of new generation CPUs which improve on the previous).

ahartmetz 6 hours ago | parent | next [-]

Intel didn't do much to improve their CPUs while AMD was out of the competition with the Bulldozer disaster.

c0n5pir4cy 5 hours ago | parent [-]

It was a pretty bad time - ARM wasn't really encroaching on any of their markets in the way they are now & AMD was struggling. Intel basically just left the engineering to rot & the business people to try and gouge consumers with things like the Intel Upgrade Service, low power CPUs that were essentially just normal cores but less rather than optimized, inflated prices etc.

It also allowed AMD to completely blindside them with Zen - so we're in a situation where AMD now dominates consumer desktop and arguably a lot of enterprise/DC instead of it balancing towards a more competitive centre.

PowerElectronix 6 hours ago | parent | prev [-]

Intel had a monopoly on bleeding edge cpu for a long time until they got stuck on 14nm for years, allowing TSMC to catch up and providing AMD the means to compete.

In a the best of timelines, intel, tsmc and samsung (and glofo maybe?) Would all have competitive fab nodes.

dzonga 4 hours ago | parent | prev [-]

yeah - I wouldn't bet against Intel.

they might have floundered in the past.

panther lakes I hear are pretty competitive with some of the apple silicone.

adrian_b 2 hours ago | parent [-]

Intel Panther Lake is a serious improvement over the previous Intel CPUs, both in energy efficiency and in GPU performance. The good energy efficiency is a good sign for Intel's 18A CMOS fabrication process.

Nevertheless, it is worrying that the computers with Panther Lake CPUs have become much more expensive in comparison with their equivalents of last year with Arrow Lake, and this before adding the hugely increased costs for DRAM and SSDs.

It is also confusing for buyers that the 300-series Panther Lake part numbers that appear to be replacements for the previous 200-series Arrow Lake in most cases correspond to lower technical specifications, i.e. a much smaller GPU and lower clock frequencies.

The Panther Lake models that have the new big and very good GPU are extremely expensive and also hard to find, despite the fact that the GPU continues to be produced by TSMC. Perhaps TSMC has raised its price and prioritizes other customers, so Intel cannot get enough big GPUs, but even the Panther Lake models with the very small GPU (much smaller than Intel has used in many years for its mobile CPUs) have become far too expensive.

Because Panther Lake introduced a few important new features that could have been interesting for experiments in software development (e.g. FRED), I intended to buy some mini-PC with Panther Lake, but I gave up because even one that would cost double in comparison with the mini-PC with Arrow Lake H from last year that I have (i.e. around $1000 as barebone, instead of around $500) would be a downgrade in specs, instead of being an upgrade.