Trying to do 10nm without EUV was a forgivable error
How so? Literally no one uses EUV for 10nm and this wasn’t the problem. Isn’t SMCI even pushing DUV toproducing 5nm?
My limited understanding is that they were too ambitious with e.g. using cobalt interconnects and at the same time had the issue that they tied their chip designs to specific nodes. Meaning that when the process side slipped they couldnt just take the design and use it on a different node without a lot of effort.
Also I think they were always going to lose apple at some point. With better products they might have delayed it further. But apple fundamentally has an interest in vertical integration and control. And they were already designing processors for their phones and tablets.
I thought i read somewhere that either their design was particularly tailored towards a specific node or that following that they made it a higher priority to be less bound to one. But i can’t find a source for it, so i might be mistaken.