A Call to ARMs!
It sure has been an interesting experience watching Intel enter the semiconductor foundry business! While I credit Intel for increasing the exposure of the fabless semiconductor ecosystem to the financial markets, the attention from the Intel biased press is a bit overwhelming. The TSMC and ARM bashing is reaching new levels so let’s take a look back at how this all started.
The first quote I remember on the subject was from Nvidia CEO Jen-Hsun Huang suggesting Intel go into the foundry business. "Why not be a foundry for all the mobile companies? There’s no shame in that." This is back when 40nm silicon was in short supply and Nvidia was having yield ramping problems, which he first blamed on TSMC but later shared responsibility for. Unfortunately Nvidia, Qualcom, and the rest of the mobile companies will be competing with Intel Atom based SoCs so I do not see them buying wafers from Intel anytime soon. Apple learned the hard way what happens when you buy wafers from a competitor (Samsung), right?
To read the full article, click here
Related Semiconductor IP
- nQrux® Root of Trust IP
- AXI to UCIe Bridge IP
- UCIe 2.x Controller IP
- SWI3S (SoundWire I3S Interface) Peripheral Controller Core IP
- OpenTitan-based RISC-V Secure Element
Related Blogs
- Want to Mix and Match Dies in a Single Package? UCIe Can Get You There
- World IP Day: A Time to Reflect on the Value of Semiconductor IP
- Rambus CXL IP: A Journey from Spec to Compliance
- Evaluating Spatial Audio - Part 3 - Creating a repeatable system to evaluate spatial audio
Latest Blogs
- From Bug Hunting to Engineering Methodology: Lessons from AI-Driven Development
- Manufacturing Intelligence: Turning EDA Data into Trusted Action
- Execute-in-Place: Getting More from Embedded NVM
- Rethinking RTL flows with AI-driven hybrid formal verification
- Arm and NVIDIA: Building the trusted compute foundation for the agentic AI era