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This is an interesting challenge - problem is even if they manage to move to a new ISA can they maintain their margins. I’d argue probably not: ie the problem i
by klelatti 5y ago
This is an interesting challenge - problem is even if they manage to move to a new ISA can they maintain their margins. I’d argue probably not: ie the problem is losing the ISA monopoly rather than a performance / technology disadvantage.
- MaxBarraclough 5y agoRight. Intel don't want a repeat of their Itanium. It's not a monopoly though, as there's also AMD.
- klelatti 5y agoYou’re right - I was being inexact re AMD. Itanium is an interesting historical example. I think Intel learnt the wrong lesson though: ‘cling to x86 at all costs’ when it was really that Itanium was just the wrong product. If they’d pushed a high quality Intel only 64 bit RISC design instead of Itanium at the time they might have succeeded. Edit: Just to expand on this a bit. At the time of Itanium they had a clear process lead. They could have offered the best server CPUs on an Intel only RISC ISA and invested heavily in helping customers migrate. Arm got customers from aarch32 to aarch64 seamlessly.