It'll be interesting to see of 7nm ARM notebooks and supercomputers pick up the slack in a plateauing smartphone market. It seems smartphone makers have finally started demanding prices that consumers aren't willing to pay for, at least for new models. So that will mean TSMC is going to give AMD, Huawei, Qualcomm and others incentives to make greater quantities of the more powerful ARM products to pick up the slack in their fabs, than the lower end units that currently dominate.
This could be the year, at least by year's end, we could see some of the first, real challenges to x86 enmasse, especially with Intel's issues with 7nm. Supply drives pricing which drives opportunity, and with smartphone growth dropping off, 7nm ARM designs destined for notebooks and datacenters will now get increased priority. So it will be interesting to watch if this does lead to such.
The 2020s will likely be the death of x86 regardless, it's just matter of what year.
https://www.bloomberg.com/news/arti...ttle-changed-amid-sluggish-demand-for-iphones
This could be the year, at least by year's end, we could see some of the first, real challenges to x86 enmasse, especially with Intel's issues with 7nm. Supply drives pricing which drives opportunity, and with smartphone growth dropping off, 7nm ARM designs destined for notebooks and datacenters will now get increased priority. So it will be interesting to watch if this does lead to such.
The 2020s will likely be the death of x86 regardless, it's just matter of what year.
https://www.bloomberg.com/news/arti...ttle-changed-amid-sluggish-demand-for-iphones
