Intel Corp (INTC)

[Dmcq]

The icing on the cake would be 3DXP - if it is released on time and rapidly adopted

Judging by the addition of persistent memory instructions in ARMv8.2 and the support it looks like Cavium will put in for it in ThunderX2 it is something that is generally considered as one of the big coming things and not just by Intel. But if they are planning for it then they would be depending on Micron to provide it rather than Intel unless Intel goes directly into the memory business.