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Re:Microsoft introduces its own chips for AI, with eye on cost by huytersd on Thursday November 16, 2023 @02:15AM (#38286585)
And TSMC uses the ASML fabrication machines made by… one company. Basically two places are responsible for all of those chips. Intel really needs to get back in the game. Hopefully that’s still on the table.
Re:Microsoft introduces its own chips for AI, with eye on cost by thfuran on Thursday November 16, 2023 @04:58AM (#38287599)
Even if Intel could spin up a bunch of fabs competitive with tsmc, they'd still be competing for asml's capacity. We just can't massively scale up leading edge fab capacity.