See this https://fuse.wikichip.org/news/3099/centaur-unveils-its-new-...
Honestly, wouldn't be surprised to see more vendors spring up out of nowhere soon. The base patents are about to expire on x86_64. Everyone keeps saying that Apple is going to release an ARM laptop, but IMO a homegrown x86_64 chip is way more likely.
But Apple Scaling their current High Performance ARM design using HPC Node and higher Clock speed is likely much easier than doing a high performance x86 design.
Even Amazon decided to use ARM for their Server platform, to me I think ARM has won the game.
And Amazon AFAIK just cleaned up an existing ARM uarch sort of like Intrinsity's expertise. I don't think they have the experience needed to make their own high perf uarch, whether it be ARM or x86.
Probably building them so they don't have to use American parts. What's funny is that everyone claims that no one wants decoupling. While at the same time, everyone is also taking measures which are at once, very rational, and lead inevitably to a decoupled world.
OTH China invests 95% of GDP on infrastructure (compared to 1.5% in the US), creating a huge domestic market. And a a stop of trade with the US will also mean a stop of China keeping the dollar strong - which they do because their currency is pegged to the dollar. They won't have a reason to continue this practice without trade with the US.
I'm just saying that the amalgamation of rational actions on the part of everyone involved has the potential to lead us to the decoupled world that everyone claims they don't want.
Of course China should fund their chip industry. It's common sense. Long term, they should probably be using their own chips. Also common sense. But imagine the same common sense being applied across the economies of all great nations in every critical sector. Think about where such measures lead in terms of global trade.
Maybe it's good? Not saying it's a definite bad thing. I'm a dad, when my kids were younger, if they couldn't get along I made them take their things and go back to their rooms. I have to admit, that made for a much more peaceful house. I'm just saying that it's probably better for the development of the children for them to peacefully play together.