As some have pointed out, TSMC is the real competitor, not really Apple or AMD. So I was surprised how quickly Pat managed to open up Foundry with industry standard tools and ecosystem. I have been saying this since 2012 even before the original Intel custom foundry were announced. ( And constantly being attacked and abused by Intel Fans online) But to actually see Intel announcing it is a completely different thing. Especially knowing their strong inertia. In hindsight, it probably took that beating from 10nm before they could really go all in with Custom Foundry. ( "All in" as in with industry tools, they are still an IDM, not Pure Play )
And how the tide has turned. All of a sudden Leading Edge Foundry becomes a national security concern. And Intel should rip all the benefits from it.
It was Andy Grove first started moving away from DRAM in the late 1980s, and may be his disciple will be the one who start to move away from x86 as core business.
Meanwhile, AMD gets a headstart on ARM and leaves Intel in the dust on that front. I don't see Intel winning one way or another. I think it will take many years for them to potentially come back as no. 1 in the industry.
Not sure if this is a new comer or new account. You may want to explain yourself. As you have nothing in your previous comment to "rehash".
If the past 10 years are records that I am way more plugged into what's going on than 99.99% of the internet.
And if you dont think TSMC is the competitor, it tells others more about you than about me.
But that's mostly because of apple reserving TSMC entire 5nm line, so AMD is still on 7nm (although they look extremely promising even on an older node)
Never seen one in the wild, though.