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by G3rn0ti 879 days ago
This line of arguing would imply that an established company selling established products would not need to fear any competition as long as it can keep the pace of its innovation cycles. While this line of reasoning is not wrong it completely ignores the possibility of "disruptive innovation" to use a buzz word here. I honestly think RISC-V could be a shooting star that will come to many as a surprise. And as long as RISC-V lags in performance behind ARM it could still compete successfully in price due to free licensing of RISC-V versus expensive licensing of ARM64. This has been AMD's strategy for many years (before they had better integrated GPUs compared to Intel). And think of how IBM completely lost its PC business to cheap competition.