According to the market research firm Mercury Research, the desktop CPU market has witnessed a remarkable transformation, with AMD seizing a substantial 28.7% market share in Q3 of 2024—a giant leap since the launch of the original Zen architecture in 2017. This 5.7 percentage point surge from the p...
Taiwans rule. Foreign tsmc fabs have to be a gen behind. This would definitely change if China took over Taiwan, but who knows what China will do or allow at that point. They could shut the whole US fab down if they want. Even if they did try to re-tool the US fab (taiwan or china or tsmc) in a few years, it would cost billions and a lot of time to get it done.
you also have to keep in mind, the client that purchases cutting edge nodes first is apple. AMD only currently uses it for Zen 5c, and Qualcomm uses it for snapdragon elite/8 gen 4. mobile usally always gets them for efficiency reasons(and better yields due to smaller dies). other markets have historically been a node behind already (e.g despite the 9800x3d being new, its only a N4 die with a N6 io die)
But the Arizona plant wouldn’t be allowed to manufacture the most cutting edge chips.
How/why is that blocked?
Would it still be if China invades Taiwan?
Taiwan is incentivized to keep the latest and greatest local, so they can hopefully get protection from the USA and Europe
Taiwans rule. Foreign tsmc fabs have to be a gen behind. This would definitely change if China took over Taiwan, but who knows what China will do or allow at that point. They could shut the whole US fab down if they want. Even if they did try to re-tool the US fab (taiwan or china or tsmc) in a few years, it would cost billions and a lot of time to get it done.
you also have to keep in mind, the client that purchases cutting edge nodes first is apple. AMD only currently uses it for Zen 5c, and Qualcomm uses it for snapdragon elite/8 gen 4. mobile usally always gets them for efficiency reasons(and better yields due to smaller dies). other markets have historically been a node behind already (e.g despite the 9800x3d being new, its only a N4 die with a N6 io die)