The end of the US semiconductor industry is now in sight. The only US owned state of the art fabs in the US belong to Intel. Intel survives because they have a high margin on x86 CPUs. Today, TMSC announced 5nm, and the top supercomputer is ARM-based. Apple seems to be going ARM. Chromebooks are ARM. Microsoft now offers Windows on ARM, on the Surface Pro X. Mobile never used x86. x86 is on the way out. What's left f…
You see Intel is a 50 yr old company, you think they will sit hand in hand on their bums? If the majority Industry shifts towards ARM ISA Intel will evolve, What stops Intel from Licensing the ARM Core and build a industry leading ARM Chip? I think no-one with the exception of Apple in the semiconductor industry has more resources than Intel to build a world class ARM CPU. Intel is just trying to drag x86 as far as p…
Are you forgetting Amazon's Graviton? And Nuvia seems to be in a good position to dethrone Apple in best ARM CPU race too.