Large companies want access to large wholesale from the processor manufacturer. But if AMD is not able to fulfill the order at a given price (they are simply not interested in it, i.e. it is unprofitable in the absence of their own factories, since they themselves have to pay TSMC, a significant part of the margin), then make a line for AMD from a gadget manufacturer there is simply no desire, i.e. commercial interest. For M$ this is not a core activity at all - everything is done, most often, so that the employees of the relevant related departments can justify their existence and the costs of paying them. They, such non-core divisions, have no interest in making a truly massive and mega-popular line, which always appears only due to the optimal price (strictly tied to purchasing power in the form of a % in relation to the median income in each individual country , i.e. what is popular in the USA may be completely unpopular, for example, in China, due to the radical difference in median incomes) and a certain set of model parameters that best meet the aspirations of the mass buyer.
And what shapes the aspirations of the ordinary, mass buyer, given their almost complete lack of technical literacy and experience? Expert opinion. They are the ones who set real trends in the market. In the presence of influence on mass consciousness, which cunning marketers are trying to intercept - specialists in mass psychology and manipulation of consciousness, but never experts in anything else. It is simply impossible to explain all those failures in model design otherwise. When everything is obvious at first glance, but continues to remain in such a poor state for years. When all the companies conspire to turn the market into an oligopoly, the buyer simply has no choice. And there is no way to vote with your money and your feet in the other direction - because... The entry point for new players (with a comparable level of production quality and mass production) is monstrous in the modern world. And the ugly patent system, deliberately, carefully developed by systemically corrupt legislators, in all countries, over decades, for the benefit of TNCs, and not start-ups and small companies, completes the picture.
I would be very happy if 2-3 more large players appeared in the world both in the market for the production of equipment for the production of advanced chips, and 5-10 new large players in the final product market at each level of the chain further, but alas, this is only pipe dreams. While we only have a single ASML as an advanced silicon chip manufacturing equipment supplier, there are 2.5 advanced chip manufacturers. 2.5, because Intel is so far only boasting of a future "breakthrough" that by 2026 it will bypass TSMC/Samsung in technical processes.
On the other hand, TSMC also stalled with the introduction of "2nm", postponing its introduction to 2026. As expected by experts, productivity growth is gradually turning into an increasingly flat curve on the graphs.
And all this together obviously leads us to a dead end and stagnation in the growth rate of real productivity per 1W of consumption.
Namely, performance per 1W is the only measure of success in IT progress for civilization. After all, new classes of tasks that qualitatively change the capabilities of the individual and civilization as a whole require an increase in productivity not smoothly, by several times, but by several orders of magnitude at once and by orders of magnitude greater demands on RAM and long-term memory. At least in von Neumann architecture. At least in the same attempts to create advanced neural networks, which are deliberately advertised to the illiterate population as "AI". Neural networks will only become valuable when they produce effective solutions in your pocket, and not when connected to some global network. It is the "power supply" (in all its senses, from the literal to the computational, including the general level of intellectual development) of an individual that determines the overall real progress of technological civilization.
Civilization is actually now still reaping the benefits of the fundamental breakthroughs of the 20th century and the dramatic growth of the 20th century. In the 21st century, everything is still bad with new developments. And there are no real breakthroughs anywhere while humanity wanders in the dark, in its inability to formulate new ideas and means of their implementation. Even the crisis in fundamental science is becoming more and more obvious. In addition, the return from the frantic population growth over the past 100 years, in terms of accumulating return on human capital, is, as is already obvious, less and less, i.e. the efficiency of civilization is rapidly falling against the backdrop of problems with our habitat.
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