“The need for custom options and improved power management in all applications — not just mobile, but PC and cloud — helped Arm beat Intel and win over the world’s tech giants and startups alike”.
WSJ articles start off behind a pay wall but this one surely will get picked up elsewhere. People in this forum have been saying this for years, but the larger public is now seeing it.
There's another copy of the same article
https://www.marketscreener.com/quote/stock/INTEL-CORPORATION-4829/news/Intel-Not-Inside-How-Mobile-Chips-Overtook-the-Semiconductor-Giant-31997753/
Circuit always serving up the usual Koolaid, everything's awesome, nothing to see here except Intel's awesomeness every single day, no problems whatsoever from anywhere tl;dr
No manager from FLM to CEO acknowledges there is an issue. 7nm doesn't matter because it's just a name and actually it's all fake news Intel is actually #1 in transistor density. AMD just naggy ankle biter no actual threat. ARM what is that? LOL just for chromebooks and mobile phones not for REAL computers like Intel makes. Intel's dominance in data center is impenetrable #1 in performance per watt. Keep doing what we have been doing last 25 years because Intel always #1 and unbeatable.
The meetings consists of GB plugging his ears with his fingers and shouting: "LALALALALALALA"
I left a few years ago, so I am curious — what kind of response to the ARM challenge is being vocalized in department meetings at Intel? And for that matter, the 7 nm challenges?
The story gave space to known intel shill Patrick Moorhead and forgot to mention that the entire TAM strategy on AI, graphics and FPGA has been an utter failure so far and is unlikely to gain any traction due to the extremely poor management.
Whoops Bob forgot to pay off the WSJ to k–l this story. Or someone in Intel's PR dept done F'd up. Quick, run another Intel drone or diversity and inclusion fluff piece!