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A comment on AMD expects to outsell Intel in Q4 for the first time in history. Parent comment

Re:AMD expects to outsell Intel in Q4 for the first time in ... by FuriouslyAdrift on Wednesday November 04, 2026 @03:18PM (#50370915)
TSMC dominates world wide with 80% of the general chip market and nearly 100% in some specific markets.

Due to Trump policies (and geopolitical realities), they are building or helping to build fabs in the US and elsewhere. It's takes years to build a fab.

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by NekkoDroid on Thursday November 05, 2026 @12:33PM (#50381876)
This reminded me to check about ESMC (joint venture between TSMC and Bosch, Infinion and NXP, but mostly TSMC) since I haven't heard about it in a while. Seems they are on schedule which somewhat surprises me.
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