Who will provide data center Soc of the future, Intel or Qualcomm ?
Intel has been incredibly successful by designing high performance server SoC to address the data center market segment, and the chance to see the company loosing large market share is pretty low, at least in the short term. Now, if we look at the really long term, 2030 or even 2040, like did the Semiconductor Industry Association (SIA) in a recent report (“Rebooting the IT Revolution: A Call to Action”) launched in September 2015, we realize that the current way of designing chips will have to drastically change. Designing SoC for performance only, even on the most advanced technology nodes, even by shifting node down whenever it’s possible, will simply not be sustainable.
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