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Provided the ARM juggernaut is expected to streamroll Intel's business in the coming decade, this acquisition does make sense for Intel... this could be their F
by ignoramous 5y ago
Provided the ARM juggernaut is expected to streamroll Intel's business in the coming decade, this acquisition does make sense for Intel... this could be their Facebook+WhatsApp moment.
- brokencode 5y agoIf Nvidia was blocked from acquiring ARM, then I certainly think that Intel would be blocked as well. Plus, Intel does not need to actually acquire ARM to start making ARM processors. For example, Apple has done just fine licensing ARM IP just like everybody else.
- rswail 5y agoTo be clear, Apple is not licensing ARM IP "just like everybody else". They have a very different relationship, being a founding shareholder, and then acquiring an "Architecture License" from ARM after also acquiring PA Semi according to Wikipedia. So Apple Silicon is not the same as someone else licensing ARM IP.
- brokencode 5y agoSource? According to Wikipedia, quite a few companies have an architectural license with ARM, including Intel and AMD. Maybe Apple gets a discount? Apple may have been a founding member, but they don’t own ARM, and I’m assuming that ARM still wants to make a profit off of its licenses to Apple.
- detaro 5y agoIntel indeed already is a large ARM licensee (and for a while even was the largest one, funnily enough)
- raywu 5y agoIf Nvidia gets torpedoed by regulators, it’s hard to see how Intel stands a chance
- xattt 5y agoIntel has significant experience in managing cross-license agreements (see x86, x64). This is getting into fantasy chip designer territory, but what are the chances that Intel makes a hybrid x86-ARM chip?