Mind elaborating? Who are the players in the duopoly?
Mind elaborating? Who are the players in the duopoly?
There's hardly any non-American CPU designers out there
Risc-V moved HQs to be a non-American CPU designer, but perhaps you don't find them credible (yet).
And no, Apple and Qualcomm are the standard setters in ARM these days. Should they drop ARM for something else... ARM will be on the same trajectory where MIPS ended up.
RISC-V is just an ISA standard, the standard body is not a CPU designer in any shape or form.
SMIC has a DUV multi-patterning 7 nm node which is already economically uncompetitive with EUV 7 nm nodes (except for PRC subsidies) and the economics of DUV only get worse further down, but at least they're trying and will certainly be the first client to use the Chinese EUV machines, whenever those come online.