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Intel Corporation Message Board

  • wallisweaver wallisweaver Feb 9, 2013 5:05 PM Flag

    Endangered Species: The ARM Foundry

    At 90nm there were 19 ARM foundries. At 16/14nm there will be three. That number could drop to one (Samsung). Regardless the trend is incontrovertible. The fabless model is broken. There is no other reason for a decline from 19 to 3.

    Well, except Intel.

    The ARM Bubble continues its descent into the land of sharp objects. The broken fabless model is just one...

    Sentiment: Strong Buy

 
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