Replies to post #143973 on Intel Corp (INTC)

[willco]

I suspect that intel has enough of a lead in the high end that they have slowed their pace to maximize profits.

[ibc]

focussed application target

This is where things get tricky. Every customer has their own "application" - especially in the data center where Google doesn't necessarily want to share their secret algorithm sauce with Facebook for example.

I believe this is the main reason Intel wants to get into FPGA so they offer some HW programmability/customizability to their customers.

For other applications where they need more performance/tighter memory integration, they may decide to go full ASIC and/or integrate custom logic with something more flexible like ARM SOC substrates.