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by fravour
3059 days ago
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But if you look at their chip design road map they started with an ARM Soc, now they have a motion co-processor, integrated graphics, and an ML chip. The road map of their SoC has been to specialize towards phone applications exclusively, the majority of that stuff just wouldn't make any sense in a server. So what you're asking is not only for them to sell their IP to 3rd parties (a business model of partners they've repeatedly crushed) but also to build out an entirely separate chip design team focused on a new market. |
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That’d also be consistent with their past history of trying to pick some edge for a particular market: optimized for media processing, ML, VR/AR, etc. rather than just competing with x86 for the generic workloads. I still don’t see it as a high probability but I’d expect a niche if it happens at all.