4 ms·
> Intel couldn't break into smartphone SoCs with clear process leadership and the financial strength to invest heavily. Why should it be able to break into othe
by talldayo 2y ago
> Intel couldn't break into smartphone SoCs with clear process leadership and the financial strength to invest heavily. Why should it be able to break into other competitive markets today when it no longer has those advantages?
Maybe because you're looking at it backwards? There must be some conspiracy among Softbank investors to portray everyone that doesn't pay for ARM licenses as a Muppet. Intel has no competitive advantage manufacturing licensed RISC CPUs when their desktop and server markets are hot, and even when x86 dies it will still be less attractive than owning fabs. With how bad the Cortex designs continue to be and how much leeway ARM gives licensees like Apple, even businesses like Qualcomm can't be bothered to take the ISA seriously. It feels disingenuous to say ARM is the panacea when designing ARM cores would have left Intel in an even worse position.
Look at Samsung; a company people on this site would describe as misery incarnate, but chances are they're typing their comment from a device using Samsung-fabbed silicon. They're not even that competitive either; they just offer a cheap alternative to TSMC that offers OEMs an economically-minded option for less dense components.
- klelatti 2y ago> It feels disingenuous to say ARM is the panacea when designing ARM cores would have left Intel in an even worse position. Sorry, where does the article say Intel should design Arm cores in 2024?