Intel should realize at this point that their existential threat comes from TSMC... | Hacker News

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qzw on Aug 9, 2022 | parent | context | favorite | on: How fast is 12th Gen Intel Core?

Intel should realize at this point that their existential threat comes from TSMC, not AMD. AMD is one competitor, but TSMC is giving a huge boost to all of their competitors, particularly the ARM vendors who won’t just take some x86 market share but potentially destroy the entire x86 market at some point in the future.

ncmncm on Aug 9, 2022 | [–]

Can't happen too soon for me.

Intel can build ARMs and RISC-Vs as well as anybody. Harder will be adapting their salespeople to non-monopoly conditions.

stewbrew on Aug 10, 2022 | [–]

IIRC intel also builds some chips with TSMC.

ncmncm on Aug 10, 2022 | [–]

Including their GPUs.

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