Intel Corp (INTC)

[mas]

Cavium will be competing against the 14nm shrink so comparing Core M to say two Cavium A57-like cores as they are broadly the same 4-5W power Core M will have greater performance, performance/watt and throughput even before hyper-threading is switched on. I don't think Cavium will get any traction in the general purpose server market but it just maybe there are some niches for so many cores and their accelerators they can exploit but they will have competition from Broadcom in that respect. Power 8 remains the only serious competitive non-x86 server alternative out there at the moment although I expect Broadcom's Vulcan chip to be competitive too in some throughput respects as it uses the same one thread per issue width philosophy of Power 8. Quad-threaded, quad-issue at 3 GHz, Vulcan is the *only* serious attempt at a proper ARM server chip out there.

http://www.broadcom.com/press/release.php?id=s797235