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Intel Not Inside:
This week I wrote about the way giants like Apple, Amazon, Qualcomm, NVIDIA, Microsoft (and soon Google) are making inroads into Intelâs former strongholds in notebooks, PCs and the cloud, using their own chips.
A brief thread
https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
This week I wrote about the way giants like Apple, Amazon, Qualcomm, NVIDIA, Microsoft (and soon Google) are making inroads into Intelâs former strongholds in notebooks, PCs and the cloud, using their own chips.
A brief thread
https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
âSoftware is eating the world.â True. But something new is happening now:
Hardware is eating the world.
There are now more mobile devices than people on earth.
Edge computing and IoT are rolling out at industrial scale
Cloud just keeps growing https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
Hardware is eating the world.
There are now more mobile devices than people on earth. Edge computing and IoT are rolling out at industrial scale Cloud just keeps growing https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
And hardware is eating the world right now in part because customizing devices down to the level of the microchip â literally, to the submicroscopic level â is the only way for companies like Apple to deliver the miracle youâre holding in your hand now. https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
And the key enabler of this Cambrian Explosion of microchips and gadgets is all riding on the back of a non-Intel ecosystem, one made by licensees of a company that doesnât even make microchips. Literally all it sells is intellectual property: ARM. https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
Noteworthy: Intel just keeps growing. Their strategy of being a part of many types of chips / applications could work. But meanwhile, some of their cash cows, like servers in the cloud, are under direct threat from *their own customers*, like Amazon https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
Apple is the most striking example of the worldâs move toward silicon customized for every application. Software is being reinstantiated as hardware. Specialization is for insects â and for trillion-dollar tech companies. https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
