Analyst Ming-Chi Kuo Says 'Intel Will Likely Use 18a Advanced Node To Manufacture Arm's Own Chips, Benefiting Intel's Foundry Business' - Medium
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Analyst Ming-Chi Kuo suggests that Intel will likely use its 18A advanced node to manufacture ARM's own chips, which will benefit Intel's foundry business. The collaboration between ARM and Intel is expected to reduce cost and risk for customers using ARM IP to adopt Intel 18A. ARM's own chips are unlikely to compete with existing smartphone customers, but successful shipments could attract orders from other customers, especially for HPC/computing applications.
September 08, 2023 | 3:25 pm
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Intel's collaboration with ARM to manufacture ARM's chips using Intel's 18A advanced node could benefit Intel's foundry business and attract more orders.
The news of Intel potentially manufacturing ARM's chips using its 18A advanced node is directly related to Intel's business. If successful, this could boost Intel's foundry business and attract more orders, especially for HPC/computing applications, which could positively impact Intel's stock in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100