The CPU market has been interesting for a couple of years. Intel effectively already lost the edge on fab-tech in terms of what they are able to produce. Forget about TSMC Xnm vs Intel Ynm... the numbers are meaningless. Look at the performance per watt of AMD's latest offerings vs Intel's. They are behind today.[1]
That said, in a lot of ways the really interesting stuff is likely to happen on the older nodes. There's really nothing enabling about the latest fab node... it's just bragging rights for the highest absolute performance and/or performance per watt for CPUs which most applications don't need and can't afford. ARM/RISC-V/whatever doesn't need 5nm to be feasible... in fact, those 'other' products often aren't viable on the latest nodes due to cost unless you're a market leader with huge volumes to amortize the cost over.
[1] Sure, they still offer the absolute top performance per thread... by a bit. But look at the price they're paying from a perf/watt standpoint to get there. I seem to recall AMD being ridiculed not too many years ago for doing this...
That said, in a lot of ways the really interesting stuff is likely to happen on the older nodes. There's really nothing enabling about the latest fab node... it's just bragging rights for the highest absolute performance and/or performance per watt for CPUs which most applications don't need and can't afford. ARM/RISC-V/whatever doesn't need 5nm to be feasible... in fact, those 'other' products often aren't viable on the latest nodes due to cost unless you're a market leader with huge volumes to amortize the cost over.
[1] Sure, they still offer the absolute top performance per thread... by a bit. But look at the price they're paying from a perf/watt standpoint to get there. I seem to recall AMD being ridiculed not too many years ago for doing this...