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What many fail to realize here, is that Intel is switching strategies to becoming a "dumb chip maker" (as a comparison to ISP's being "dumb pipes"). With Intel
by mtgx 10y ago
What many fail to realize here, is that Intel is switching strategies to becoming a "dumb chip maker" (as a comparison to ISP's being "dumb pipes").
With Intel's help, now ARM chips will be even more competitive against x86 chips. So far at least Intel had an edge in manufacturing, and even then it couldn't keep up. What do you think it's going to happen now? Well, ARM chips are going to eat into its x86 business even faster.
I'm not saying that this is a "bad" strategy for Intel, just that it could lead it to become just a foundry like TSMC in the end. But it remains to be seen just how well this strategy works, too, as I'm sure Intel will have a lot of "caveats" for chip makers, which will only detract them from using Intel as a supplier of manufacturing process.
- dbcurtis 10y agoMaybe so, maybe no. All ARM licensees differentiate by what they add around the core. Intel has the ability to add a lot of interesting things around the core.
- runeks 10y agoI don't know how others feel, but as an Intel investor, I prefer that Intel use the capital they have now (their fabs) to generate maximal profit, rather than speculate on whether alternative ISAs will take over as a result of not exclusively making x86 chips. Your strategy involves foregoing profit now, in order to hopefully make up for it later. I think you're missing the important point that Intel can take away market share from TSMC using this strategy, thus succeeding regardless of whether x86 or ARM wins in the end.