Re:Hedge fund Third Point urges Intel to explore deal options
by mhh__ on Tuesday December 29, 2020 @05:15PM
(#25575724)
Intel will probably never have a run like they did last this last decade, but they can still carve a huge chunk of what will always be a huge market.
Also, one thing worth saying is that if ARM really takes a proper share of the market it will obviously make x86 less popular - this works in both ways because it also clears the way for Intel to try other things of their own (This is highly speculative obviously, but it's impossible).
The canary for Arm is if it's in the hands of developers (and not just M1).
Re:Hedge fund Third Point urges Intel to explore deal options
by klelatti on Tuesday December 29, 2020 @05:23PM
(#25575793)
Completely agree on the first point - x86 will be around for a long time - but I do think they need to get it onto a cutting edge process, and that means TSMC and quickly.
Also, one thing worth saying is that if ARM really takes a proper share of the market it will obviously make x86 less popular - this works in both ways because it also clears the way for Intel to try other things of their own (This is highly speculative obviously, but it's impossible).
The canary for Arm is if it's in the hands of developers (and not just M1).