Analyst Ming-Chi Kuo Says ‘Intel Will Likely Use 18a Advanced Node To Manufacture Arm’s Own Chips, Benefiting Intel’s Foundry Business’ – Medium

https://medium.com/@mingchikuo/intel-will-likely-use-18a-advanced-node-to-manufacture-arms-own-chips-benefiting-intel-s-foundry-5775083cef41Intel and ARM announced a collaboration to optimize ARM IP for Intel's 18A

https://medium.com/@mingchikuo/intel-will-likely-use-18a-advanced-node-to-manufacture-arms-own-chips-benefiting-intel-s-foundry-5775083cef41

Intel and ARM announced a collaboration to optimize ARM IP for Intel’s 18A advanced node. It will reduce the cost and risk for customers using ARM IP to adopt Intel 18A.

 

My latest survey indicates that the cooperation between ARM and Intel is wider than advanced node optimization. ARM is likely to become an Intel 18A customer, which means that Intel will use 18A to produce ARM’s own chips.

 

With no baseband IP and less multimedia-related IP, ARM is unlikely to compete with existing smartphone customers (such as Apple, Qualcomm, etc.). However, if ARM’s own chips ship smoothly, this shipment record will still benefit Intel’s foundry business and attract orders from other customers, especially for HPC/computing applications.

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