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this post was submitted on 27 Aug 2025
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Not having competition is not a good thing. I hope a third player comes along.
Literally illegal. Only AMD and Intel have the patent cross-licensing rights to make x86 chips. There used to be a third company (Cyrix and subsequently VIA), and (maybe?) still is, but it hasn't been relevant to the desktop CPU market in decades.
The real competition will come from ARM-based computers.
We don’t need competition in the x86 space, we need competition in the mobile/desktop/server space. That could easily be performance competitive ARM or RISC-v or whatever. Better even with diversity of design.
Heck of an industry to break into.
Competitor is already here. Apple and Ampere are making ARM systems that fit most users needs. There are ARM servers. But people don’t want to switch.
I'd buy a macbook, but it's a lot more expensive than my "throw Linux on a used corporate thinkpad" approach, and I can tolerate macOS, but don't love it. If you're in the market for a new premium laptop, I think they're pretty established, and I do think people are buying them.
Ampere workstations are cool, but in a price range where most customers are probably corporate, and they'll mostly buy what they know works. I think their offerings are mostly niche for engineers who do dev work with stuff that will run on arm servers.
I'd say non-corporate arm adoption will grow when there's more affordable new and used options from mainstream manufacturers. Most people won't go for an expensive niche option, and probably don't care about architecture. Most Apple machines probably sell because they're Apple machines, not because of the chip inside.
I don't know exact numbers, but I do feel that arm server adoption isn't going to badly, especially with new web servers.
I own an M1 MacBook. I don’t use it nearly as much as my main pc (gaming laptop with CachyOS (Arch-based, btw)) but it’s very well built and is well optimized. If I could get the build of a MacBook but with the specs of my gaming pc without spending 2x the price as I would on a pre-build windows machine I would absolutely do it.
Apple doesn't really exist as a competitor for a number of industries and use cases due to not officially supporting anything other than OSX so I'm not sure if they're a fair comparison here.
The only real edge they have is in non-gaming related consumer workloads.
Would TSMC be considered a competitor to AMD?
No. AMD is fabless; TSMC doesn't design chips. They're in different parts of the supply chain.
In fact, AMD is a customer of TSMC.