Factors in semiconductor manufacturing regarding Intel's vs TSMC business:
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
stratechery.com
Trends in server architecture for 2022:
Unum is a deep-tech software company working at the cross section of Artificial Intelligence Research, Theoretical Computer Science and High-Performance Computing
unum.cloud
I offer these articles as a way to better scale what a PC is today, relative to the spectrum of highly integrated computing devices. There's a pervasive trend of thinking here that Mac is still a 2006 PC device with 15 years of updates and that Apple is still playing catch-up to surging PC business lead by Intel. But things have flipped. PC is on the back foot, with Intel playing catch-up to a vast market defined by tailored devices and vast new generations of fabs run with an understanding of process that are least equals Intel. Apple can afford to design any way it wants unbeholden to PC idioms. 2021 was a huge year of change which has ended the PC as a reference point for anything except AAA gaming, and that's under pressure too.
Where 12th gen was supposed to be an exciting increment in Intel's long-running progression of x86 power is now looking long in the tooth for PC.
A new PC not only doesn't enable anything your previous PC didn't do, it's starting to go backwards. Microsoft wants its PC customers to believe that Windows is still cutting edge with trivial UI adjustments.
In next 5 years, Apple will leave PC behind and not look back. Their vertical integration will let them break out towards a new XR market in a way that no other company is positioned to do with a coherent platform that includes assets in all key domains.
In 2021 the mac-as-a-PC died, and the PC itself is running along a hogsback of possibilities with no strong guidance to continue the climb. Gaming can cross over into XR so the PC has a foundation from which to evolve... Maybe Nvidia will have a prospect because they've moved into autonomous vehicle control which will have many industrial applications.
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