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Intel Not Inside: How Mobile Chips Overtook the Semiconductor Giant
How the need for better power management for mobile, PC and Cloud helped ARM Holdings compete effectively with much larger Intel Corporation. This report tells the story of the rise of ARM as a dominant supplier of chips for mobile phones. Apple is looking at "performance per watt" as a key parameter in selection of chips. This comes at a time when global cloud computing makes up 1% of global electricity use.
Cambridge UK based company Arm Holdings licenses its microchips to 500 companies. Arm has 90% of the market for small processors going into smartphones and tablets, laptops. Intel does not license its microchip designs for them to build their own versions except for AMD and Via Technologies. Apple, Samsung, Qualcomm and Nvidia pay Arm for the license and make variants customized for them with their own engineers. but all compatible with Arm's ecosystem and "instruction set (which is the instructions used for software to talk to hardware).
How "Made in America" was lost in making the chips that power smartphones, laptops and devices in cloud computing
12/22/2020
The story of how America went from making 75% of the world's chips in 1990 for electronic devices to 12% in 2020. And of China's rise from zero or negligible to becoming the largest maker of chips in the same period. The failure to protect American technology is the major lesson from this period as America looks at regaining the advantage and becoming once more the leader in technology and manufacturing.
Grouped Articles
Intel Not Inside: How Mobile Chips Overtook the Semiconductor Giant
WSJ 12/22/2020
How Nvidia’s CEO Cooked Up America’s Biggest Semiconductor Company
WSJ 12/22/2020
Why Fewer Chips Say ‘Made in the U.S.A.’
WSJ 12/22/2020
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