“Intel vs. Arm” returns 65,000 hits from Google, and in general much is made of the contrast between Intel’s near-dominance in the high-performance market and ARM’s near-dominance in the phone/tablet market. But it seems that:
- Intel’s important asset is its massive fab capacity. In a web-based and mobile world, their aged ISA is increasingly irrelevant.
- ARM has no fabs. They do, on the other hand, have great processor designs for the medium-performance, high efficiency space.
This doesn’t sound to me like a battle of the titans. It sounds like a wonderful partnership waiting to happen. What am I missing? Of course I am aware of Intel’s ARM license, but that just makes this more mysterious.