The fact we don't have viable western competition for Espressif is likely to become far more of a headache than all the angst about AI GPU production.
Where can you get a half decent microcontroller with wifi integrated on it? Espressif. All the others are flat out bad in some very important dimension, which isn't to say the Espressif products are perfect, but they fit in the important ways.
MCHP has been slowly coming up with decent radio devices, finally. If you don't use the radio going bare metal is basically effortless, if you need to use the radio the dev Tools are actually improving, though they are still nowhere as good as IDF in hiding the ugliness.
Of course they are more expensive (not much more, really, compared to simillar specced ESPs) but they are western and the peripheral actually work as intended. In my projects with ESP32 i had to basically bitbang every peripheral that i needed to use beyond their simplest mode.
Built-in no, but the Pi Pico W is decent and inexpensive if the form factor isn't an issue. The RP2040/RP2350 are nice chips to work with and documentation is good. I can live with an external module, and it's certified too.
- Silicon Labs
- Texas Instruments (soon.)
Yea... ST, Nordic etc have been sleeping on the Wi-Fi, letting Espressif corner that market. They both now have standalone Wi-Fi ICs, but no MCUs still; and it took them a while to release the ICs.