According to the market research firm Mercury Research, the desktop CPU market has witnessed a remarkable transformation, with AMD seizing a substantial 28.7% market share in Q3 of 2024—a giant leap since the launch of the original Zen architecture in 2017. This 5.7 percentage point surge from the p...
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.
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).
Pray they don’t, but I’m almost certain they will now that the US is appointing complete morons to every portion of the US government. The US won’t really be able to help until this rot gets cleaned out. China has four years before we can really help Taiwan again. (Or at least give them air superiority)
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.
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).
It’s gonna suck so hard for the whole world when they get invaded :(
Pray they don’t, but I’m almost certain they will now that the US is appointing complete morons to every portion of the US government. The US won’t really be able to help until this rot gets cleaned out. China has four years before we can really help Taiwan again. (Or at least give them air superiority)
Biden just finalized the Arizona TSMC plant.
If that gets invaded, I think semiconductors are the least of our problems.
But the Arizona plant wouldn’t be allowed to manufacture the most cutting edge chips.
How/why is that blocked?
Would it still be if China invades Taiwan?
Taiwan is incentivized to keep the latest and greatest local, so they can hopefully get protection from the USA and Europe
Even some of Intel’s Arrow Lake/Lunar Lake chips are being fabbed at TSMC.