Comment by 1oooqooq
4 days ago
why only apple and Nvidia are left buying from foundries. is the market for cpu/gpu that bad? zero innovation and other players even in niche markets?
4 days ago
why only apple and Nvidia are left buying from foundries. is the market for cpu/gpu that bad? zero innovation and other players even in niche markets?
Have you heard of AMD? You know... the company with about 25% of CPU market share (at least in PCs) these days?
https://www.tomshardware.com/pc-components/cpus/amds-desktop...
They have 17% overall according to this chart which includes Apple.
https://www.accio.com/business/best-selling-cpus
Read up on this young startup, as I think they are going places!
AMD won't buy from Intel. and I'm quoting the article.
But the article talks about Apple and Nvidia buying from Intel. You said "foundries" (plural) and clearly TSMC has other customers.
Intel pays for TSMC to produce their chips as well