Assuming unlimited funding by US govt
Was wondering if process node leadership can be bought back.
Latest ASML machine costs $450 Mil a piece. A18 faces astonishingly complicated innovations to work.
Troubles begun with 14nm well over a decade ago. Otellini’s purview.
Then they lost the smartphone market explosion.
Never a serious contender in the GPU market, they also lost the most recent NPU market explosion.
They are allegedly working with AMD to streamline AMD64. But with the proliferation of co-processors I am not sure it matters anymore.
Apple demonstrated ARM is viable for mass market general-purpose computing. Watch to desktop workstation. Designing it’s own SoCs, partnering with TSMC and many others in Asia for production demonstrated incredible efficiency. Both in products and financials.
Nvidia, Amazon followed suit.
I would say the fabless model has won. What can the US government do to extricate Intel, ailing vertically integrated silicon designer and producer, from Intel Foundry? The asset they want to retain control of and also to thrive.