[kllrnohj]

Of course they have a chance to catch up. Only a fool would count Intel down & out. Intel is still larger by revenue than AMD, NVidia, and ARM combined.

This will probably cost them some market share, but they have plenty of cash to weather there current manufacturing issues, they still have world-class CPU design talent which they've proven over and over and over again, and they have some very interesting products & technologies on the roadmap.

ARM offering a fight for the first time ever is not going to be a 1-hit KO against the goliath that is Intel.

[kats]

Intel will never catch up because Arm's business model is much better. Intel is not competing with Arm, they're competing with every large tech company, who are all sharing many design costs via Arm and mostly sharing manufacuring costs via TSMC.

Arm has a much more efficient and also much less profitable business model, and Intel will never catch up unless they adopt it. They'll never do that so they'll fade away like IBM.

[ganbatekudasai]

The CPUs are designed and made by Apple, the ISA is licensed from ARM. Those are not like ARM Cortex CPUs that are actually designed by ARM.

[kllrnohj]

Where do you see these are Apple designed CPUs? There doesn't seem to be anything indicating that, and that would be massive news.

[ganbatekudasai]

Err sorry, I thought we were talking about the Apple M1 as in another comment subthread here, but that wasn't this one actually.

But my point still stands I think, isn't this CPU designed by Nvidia, also just with an ARM-licensed ISA? Similarly AMD you mentioned in your list shares its ISA with Intel, and yet the CPUs are completely different.

[Veedrac]

The CPU is custom but the cores are off-the-shelf Arm cores.

[ganbatekudasai]

Alright, then my point is indeed gone. I misread the author, thinking I was still in another subthread.