Followers | 14 |
Posts | 4019 |
Boards Moderated | 0 |
Alias Born | 11/28/2012 |
Monday, November 16, 2015 1:43:11 PM
Sure it will, but it will whether it's powered by Intel or not.
The underlying "disruption" will happen whether or not Intel helps these chips get a few hundred extra megahertz in clock speed. I think Intel needs to profit from it as best as it possibly can.
Ideally Intel would do a good job with Atom and grab market share with its own solutions, but since they seem unwilling/unable (you can pick) to do this as we've seen from years of failed execution, why not profit from it by playing foundry to select customers?
I wouldn't fab for a company like Qualcomm since Qualcomm is a direct merchant chip competitor. But it could make a lot of sense to fab for companies that wouldn't buy a merchant solution anyway like Apple, LG, Huawei, etc. especially at the high end of the market.
I think in the low-end and mid-range, where companies are less able to afford to do their own SoCs, competing hard with merchant solutions is the right way to go. Intel can do this with x86 or ARM, honestly doesn't matter, but I think Intel-branded/designed SoCs are best for these segments, not foundry for other chip designers.
Recent INTC News
- Intel to Report Third-Quarter 2024 Financial Results • Business Wire • 10/09/2024 08:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 10/01/2024 09:09:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 10/01/2024 09:08:18 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 10/01/2024 09:07:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 10/01/2024 09:06:05 PM
- Intel Unveils Next-Generation AI Solutions with the Launch of Xeon 6 and Gaudi 3 • Business Wire • 09/24/2024 03:00:00 PM
- U.S. Stocks May See Further Upside In Early Trading • IH Market News • 09/24/2024 01:07:11 PM
- U.S. Index Futures Rise Slightly; Oil Prices Surge Amid China Stimulus and Gulf of Mexico Hurricane • IH Market News • 09/24/2024 10:17:29 AM
- Apollo Eyes $5 Billion Investment in Intel; TSMC and Samsung Explore UAE Chip Projects, and More • IH Market News • 09/23/2024 10:32:25 AM
- Flapmax Expands Collaboration with Intel to Launch Quantum AI Challenge • PR Newswire (US) • 09/20/2024 04:12:00 PM
- Remark AI Successfully Optimized on Intel Architecture • PR Newswire (US) • 09/17/2024 01:00:00 PM
- Microsoft Boosts Share Buyback, Raises Dividends by 10%, Intel Secures Chip Deal with Amazon • IH Market News • 09/17/2024 10:40:35 AM
- Intel and AWS Expand Strategic Collaboration, Helping Advance U.S.-Based Chip Manufacturing • Business Wire • 09/16/2024 08:01:00 PM
- Intel Awarded up to $3B by the Biden-Harris Administration for Secure Enclave • Business Wire • 09/16/2024 06:02:00 PM
- Intel Secures $3.5 Billion Subsidy, Stellantis Backs EU Emissions Targets, BP and Apollo Reach $1 Billion Deal • IH Market News • 09/16/2024 10:03:27 AM
- Broadcom Down 10% Post-Earnings, UiPath Up 8%; Qualcomm Eyes Intel Assets; Salesforce Acquires Own Company • IH Market News • 09/06/2024 11:59:00 AM
- Qualcomm Develops Mixed Reality Glasses; Verizon to Boost Dividend, Eyes Acquisition; Samsonite Plans US Dual Listing • IH Market News • 09/05/2024 10:11:35 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/04/2024 11:38:13 PM
- U.S. Index Futures Fall Amid Market Volatility; Oil Prices Drop on Libya Dispute, Weak Global Demand • IH Market News • 09/04/2024 09:52:47 AM
- Nvidia Subpoenaed by DOJ, Athira Pharma Shares Plunge 71% After Study Fails, Zscaler Falls 15% Post-Earnings • IH Market News • 09/04/2024 09:50:25 AM
- New Core Ultra Processors Deliver Breakthrough Performance, Efficiency for the AI PC Age • Business Wire • 09/03/2024 04:00:00 PM
- Futures Pointing To Initial Pullback On Wall Street • IH Market News • 09/03/2024 01:10:07 PM
- U.S. Stocks Fluctuate Before Closing Sharply Higher • IH Market News • 08/30/2024 08:44:00 PM
- Intuitive Machines Soars 18% on NASA Contract, Intel Considers Splitting Operations, Dell Reassesses Selling SecureWorks • IH Market News • 08/30/2024 10:00:08 AM
- Big Lots Falls 27%, Considers Bankruptcy; DraftKings Acquires Simplebet, Berkshire Hits $1 Trillion • IH Market News • 08/29/2024 10:06:50 AM
FEATURED Element79 Gold Corp. Reports Significant Progress in Community Relations and Development Efforts in Chachas, Peru • Oct 9, 2024 10:30 AM
Unitronix Corp Launches Share Buyback Initiative • UTRX • Oct 9, 2024 9:10 AM
BASANITE INDUSTRIES, LLC RECEIVES U.S. PATENT FOR ITS BASAFLEX™ BASALT FIBER COMPOSITE REBAR AND METHOD OF MANUFACTURING • BASA • Oct 9, 2024 7:30 AM
BNCM COMPLETES MERGER WITH DELEX HEALTHCARE • BNCM • Oct 8, 2024 9:54 AM
CBD Life Sciences, Inc. (CBDL) Reaches Unprecedented Heights With Explosive Growth and Strategic Expansion in 2024 • CBDL • Oct 8, 2024 8:00 AM
Unitronix Corp. to Invest $3 Million in USA Unity Coin Project • UTRX • Oct 7, 2024 7:08 AM