Tell me you know nothing about semiconductor production without telling me you know nothing about it. First don’t you find it strange that Intel themselves had to turn to TSMC due to their own foundry problems, then you only point out AMD, NVDA and Apple using them? Plus, TSMC has a united states facility in Arizona of which can and will be used for 4nm production, and expansion coming online to keep ahead of Intel tech. AMD can also use Global Foundries which was the FABs unit they spun out a while back, and then it has partnerships available in Tyler, Tx with Samsung and their new 2nm capabilities. And finally the AMD is well aware of the US based chips ACT for the Taiwan/China issues that could arise. Leading to proper supply chain contingencies in place for a US govt, which can’t seem to buy EPYC & Instinct fast enough. I.E all the current super computers are HPE/CRAY based with AMD! As well as some really big on-prem and cloud deals for their DoD entities. #justsayin’

It’s a better server CPU lineup, to be sure. But AMD is not sitting still, and the big money is clearly in selling GPUs, which Intel is not competitive with even with its ambitious designs.

Those chips will share a platform that offers MCR DIMM support at 8000MT/s and CXL 2.0. The Granite Rapids chips will offer dual AVX512 units per core and the per core AMX tiled matrix acceleration. All this on Intel-3, which allows them to double the core counts… maybe quadruple on Sierra Forest.

They go very quickly to zero until the US and the EC recognize China’s right to Taiwan, at which point, the chips flow again. Or we go to nuclear war and they never flow again. Those are the two paths I see.

If China invades Taiwan, what happens to the supply of chips for AMD and NVIDIA (and Apple)? Intel has CPU fabs outside that area.