Earlier quoted context omitted.
Intel is next. They're making billions on big, complex, expansive CPUs. Someone like ARM /will/ replace them, at a much smaller dollar volume.
I am not so sure, mainly because a lot of Intel's advantage comes from its process technology. The ARM instruction set might well take over, but you still need someone to make them. Even at the current 14/16nm nodes, Intel's process is significantly smaller than TSMC or Samsung's [1]. I suspect we will see consolidation (a la GloFo/Samsung) and Intel branching out into being a foundry, but with building 10nm++ fabs r…
looks around himself
It hasn't already?