I don’t doubt that TSMC will remain on top. I do doubt that we need this much “AI” though.
Basically true. Intel can’t compete. Intel is developing a 2nm manufacturing process but AMD is already below that. Intel sells worse technology at a higher price, and basically only exists because of government subsidies. AMD has cornered virtually every market. They have the leading chips for desktop, server, and even game consoles.
But I’m sure Intel can turn it around. They just need to hire a well-known fortune 500 CEO who has the right powerpoint highlighting their commitment to DEI.
AMD has cornered virtually every market.
That’s not true though. Intel still has a massive dominance in laptops, mostly due to their longstanding relationships and services for OEMs.
Don’t forget another round of
layoffscorporate restructuring!
