Arm and Quallycom are ROADKILL! Intel is gonna pluck you up sons.
Jefferies analyst Mark Lipacis said Intel will have a die size and transistor cost advantage over Taiwan Semiconductor (TSM) for the first time by fourth-quarter 2014, which could lead to a 50% pricing advantage in processors in 12 months, and a 66% pricing advantage in 36 months. TSMC is the largest chip foundry.
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That pricing advantage will lead to Intel making market-share gains in tablets and smartphones, Lipacis said in a research note Tuesday. It also will boost Intel profit, he said.
"We think that the same dynamics that drove Micron Technology (MU) up by 3x-4x over the past 18 months are at play in leading-edge logic — namely transistor cost curve inflection leading to shifting competitive dynamics," he wrote. "Near term, we think momentum investors will find Intel's bottoming gross margins and low expectations difficult to ignore."