Exactly. Server space aside, even with stubbornness of many many people, and slow mindset change (there are almost entire countries, that prefer to stick to old 'always reliable intel/nVidia' stereotype), the market cap and penetration during and after Zen 2 should have been massive. It was Sandy bridge of AMD all over again, but this time it somehow didn't shake the disparity. At least not everywhere.
And I'm not going to mention various Ryzen-specific issues, because intel had them as well, even during and after SB domination and Bulldozer collapse.
This is both great and worrying. Great, because AMD sells all CPUs they have, with almost as less unsold stock as possible. Thus reduces the expenses significantly. But worrying, because, if intel won't get their heads out their ... place, and start making competitive products, AMD's domination might end up worse than intel's one.
Why? Because intel was always OEM oriented first, and then consumer. They make tons of products, thus makes them cheaper to produce and distribute through reliable channels. And if needed they can be sold at lower prices with lower profits, but still be sold.
AMD on the other hand, has no big stock, and the product supply is scarcer. So if they would feel like the time has come, they can rise the prices, and it would look justified. They already tried it with Zen 3, and milked people for a good half-year/year (depending or region) during Cov and after. So...
As of factories, as I've said before... it maybe has sense for AMD to have own fab again, if they are so inclined into AI, as the time matters. nVidia won't dominate this market forever, and when/if custom ASICs will come, they will hurt not only nVidia, but all GPU market as well. So since TSMC's capacities are filled with nVidia allocations, AMD is wasting time, by waiting their own orders fullfilled. Not to mention the ever rising price growth for TSMC's nodes, and possible draught,s earthquakes, etc.
