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If you look at who is manufacturing silicon, the numbers look even worse for Intel. All of these competitors are using TSMC fabs. AMD, Apple, Qualcomm, etc.
TSMC is the real 500lb gorilla in the room.
It’s gonna suck so hard for the whole world when they get invaded :(
Biden just finalized the Arizona TSMC plant.
If that gets invaded, I think semiconductors are the least of our problems.
And Intel. Intel has been using TSMC fabs for a while.
They used to get a 40% discount, too, but that stopped recently when Pat Gelsinger said people should stop buying from TSMC because there’s a good chance they’ll be invaded.
TSMC’s CEO didn’t like that, and said “ok, no more 40% discount for you. Effective immediately.” (TL;DR’d, obviously).
Even some of Intel’s Arrow Lake/Lunar Lake chips are being fabbed at TSMC.
I feel like they are dropping the ball in the GPU space though, both on desktop and in servers.
They’renot really leveraging it. They killed the steam deck line of “small core count, GPU heavy APUs” which is why Valve hasn’t updated it and competitors seem so power hungry. They all but killed server APUs, making them mega expensive and HPC only. They’re finally coming out with a M-Pro like consumer APU, but it took until 2025, and pricing will probably be a joke just like their Radeon Pro GPUs…
And I don’t even wanna get into the AI space. They get like 99% there and then go “nah, we don’t really care about this market, let Nvidia have their monopoly and screw everyone over.” It makes me want to pull my hair out.
The fact they pulled ROCM support for older cards boggles the mind.
My thought process:
Desktop: I need cost for performance…
Server: fps for the Jellyfin, transcodes for the transcode god
EDIT: Sorry, the article isn’t about GPU rather it’s about the CPU market where AMD is projected to overtake Intel in the far future.
When the AI Crash wipes out nVidia’s demand in the server market they’re not gonna have any loyal customers in the desktop market right as the tech boom comes to places formerly reliant on only smartphones. Then they’re gonna be like surprised_pikachu.jpg
