And they rightly deserve to lose the business to AMD. Intel to Apple: "We're too big to deliver what you want for cell phones." Apple: "Ok. We'll use ARM." Intel to Sony: "We're too big to commit to pricing, compatibility and volume." Sony:" Ok. We'll keep using AMD." It's interesting that Intel keeps trying to ship "features", some of arguable utility but others that are decently helpful, like AVX-512, that now AMD…
>Intel to Apple: "We're too big to deliver what you want for cell phones." Apple: "Ok. We'll use ARM." Reality: “We ended up not winning it or passing on it, depending on how you want to view it. And the world would have been a lot different if we’d done it. The thing you have to remember is that this was before the iPhone was introduced and no one knew what the iPhone would do… At the end of the day, there was a chi…
https://thechipletter.substack.com/p/how-intel-missed-the-ip...