Meanwhile a famous design-only CPU house, none other than ARM, announced last week that they will be be building and selling their own chips (probably fabbed by someone like TSMC) for the first time.

Sounds like they want to target the AI and data centre market.

In reply to a post by Pheasant:

Sounds like they want to target the AI and data centre market.

Agreed, and their ownership changes mean they likely want to increase revenue. Perhaps RISC-V will become common

Masayoshi Son wants his ROI. Be interesting to see if RISC-V will make it commercially. It’s a long old road.

What is interesting is that Intel is now in the same situation fab wise, that AMD was in 2009 and sold them . For intel i think its more embarrassing to them given that they saw what happened to amd and how owning their own fab issues caused performance issues for many.