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Intel is next. They're making billions on big, complex, expansive CPUs. Someone like ARM /will/ replace them, at a much smaller dollar volume.
by jwatte 10y ago
Intel is next.
They're making billions on big, complex, expansive CPUs.
Someone like ARM /will/ replace them, at a much smaller dollar volume.
- frankchn 10y agoI am not so sure, mainly because a lot of Intel's advantage comes from its process technology. The ARM instruction set might well take over, but you still need someone to make them. Even at the current 14/16nm nodes, Intel's process is significantly smaller than TSMC or Samsung's [1]. I suspect we will see consolidation (a la GloFo/Samsung) and Intel branching out into being a foundry, but with building 10nm++ fabs running into the billions of dollars, I don't see Intel going anywhere any time soon. [1]: http://newstechnow.com/plans-launch-14nm-finfet-technology-chip-in-2015 http://newstechnow.com/plans-launch-14nm-finfet-technology-c...
- majewsky 10y ago> The ARM instruction set might well take over looks around himself It hasn't already?
- collinmanderson 10y agoThe Windows world (and therefore most corporate offices) are very much dependent on the x86-64 architecture. The ecosystem will need to switch to web or (ARM) apps for Intel to die. My eye doctor's office is switching to Android tablets, so maybe it's possible.