Called it back in Feb 2020. It was quite obvious that Intel would eventually use TSMC or Samsung or allow AMD to chip away at its market share.
senttoschool said:One of the interesting things that happened over the last 10 years is TSMC utilizing the capital made from mobile to pull ahead of Intel in process development.
In other words, AMD's recent success owes a lot to Apple pumping money into TSMC over the last 10 years.
As a pure chip manufacturer, TSMC has the same market cap as Intel. All of TSMC's R&D dollars go into manufacturing chips while Intel spends a significant portion of its budget on chip design.
TSMC is the great equalizer that AMD needed going against Intel. Intel will have to win purely on chip architectural design from now on. They might have to compete with a lesser node process for a long time.
I don't see Intel ever having a node advantage ever again over AMD. TSMC will continue to have an advantage from now on because of how much money they get from mobile.
It won't surprise me if, in 5 years, Intel uses TSMC to manufacture their top chips.
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