this post was submitted on 13 Aug 2024
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IFS is struggling to compete against TSMC, Datacenter is bleeding and loosing Customers to AMD, Ampere. Microsoft, NVIDIA and Google are also working on ARM server CPUs. Client Computing Group is loosing marketshare to Apple and AMD, with Qualcomm also recently entering the ring. They had to kill Optane, sell their NAND business, they're not really relevant in GPU, have to IPO Altera again to get some cash and Mobileye already had to be IPOd again.
Clearly the CPU market didn't need intervention to get competitive again, Intel didn't have the power to prevent others from competing in the market and as soon as they got complacent others got ready.
Relying on TSMC as the exclusive manufacturer for bleeding edge semiconductors would be insane. We need Intel and Samsung to remain competitive.
AMD, Intel and Centaur/VIA have x86 licensees. ARM exists, RISC-V is gaining traction - No need to implement all the legacy baggage of x86 when you can start with something a little bit more current.