http://www.ft.com/intl/cms/s/0%2F235b1af4-4c7f-11e6-8172-e39ecd3b86fc.html
7 replies (most recent on top)
ARM is the choice for all real IoT as the power efficiency kicks x86. That was and continues to be the choice for all phones ( read little computers with little batteries ).
IoT is even more power sensitive expecting the chip with full integrated radio and sensors to work on a battery for weeks to years. x86 has no place and will get it's asshanded worse than the Intel tablet and phone offerings were.
Now they get a big sugar daddy who will double down and double their staffing. Think Intel doing Itanium, Larabee and Tejas, but instead of spectacular failures likely ARM will now have three efforts they can fund from the sugar daddy.
1) Traditional architecture improvements for the smartphone only a billion of those sold
2) New push into a new category of ARMy for IoT. Intel will have nothing competitive in this space. Their process nor x86 and their integration of radio/etc. pales compared to what a well funded ARM with TSMC silicon can bring.
3) Renewed push into server and high end with another more well funded ARMy to assault the Xeon line. I'm sure Google, Azure, and AWS and FB would love nothing than a real viable ARMy far more power/computational efficient than overpriced Xeon with FPGA. Now ARMy will push hard and have Xlinx FBGA pushing the high end
It'll be a rough day in SC, LOL
Titanic just sprung another leak, LOL
Totally BK'd
This guy, Masayoshi Son, is one hell of smart dog... Mr. Son understands the situation on the chip-makers' market.
Mr. Son invisions/sees The Future. He sees INTEL House of Cards falling. Bite to dust. And Mr. Son know. INTEL is struggling (even now!) to survive. This is his bet. Once the big trouble signs will show as INTEL continue to fall, Mr. Son knows, that ARM is winning everywhere. So he'll start increasing royalty fees. He will charge 10x at the end of this gamble, and everybody will buy. No questions asked! ;-)
This is how things should be done. This is how gamble with huge monies should be done. Kudos to Mr. Son!
Time Will Tell
F! intel. They deserve it as a 10ser company that entertains and retains roach employees. I am counting my days till i am able to leave this nasty wh0reh0use full of nasty, racist Caucasians.
Very bad news for Intel?
This is great news for me. Because back when Intel stock was in the toilet I bought a lot of arm holding stock. Given the all cash purchase price. I will bank about $232,750.50 and I wont even have to pay a $18.95 commission charge if it's all cash.
Thank you..m. now I'd only someone would buy AMD at $15/share.
Another nail in INTEL coffin. Well done PSO, BK and others! Please, keep up the good work, will ya? ;-)
Very interesting. I wonder if the licensing strategy of ARM will change.
Intel is not a player here, not a player in mobile. Headed by clueless CEO and EVPs, extremely weak BOD. So sad for a former leader of HVM of microelectronics technology.