Is the ARM dent bigger than the AMD dent at this point, or visa versa? The TSMC dent is certainly no laughing matter. Intel is accruing dents... On the plus

Is the ARM dent bigger than the AMD dent at this point, or visa versa? The TSMC dent is certainly no laughing matter. Intel is accruing dents... On the plus side they have a real GPU offering just when having a GPU offering is a great idea, assuming it can be made competitive at inference.