News Arm Developing Reference Chips to Attract New Customers: Report

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It is also likely that Intel might be the one producing the chips for Arm using its own Fabs.

The blue team recently revealed that they will work with Arm to produce mobile-focused & other chips with Arm's architecture inside its factories. Intel has also been open to working with NVIDIA and AMD in producing their chips at its Fabs. Intel has predominantly been an x86 chipmaker so having chips with Arm architecture produced at its Fabs will be an interesting sight for sure.
 

bit_user

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The idea of ARM selling chiplets, as an alternative to the raw IP, is one that makes a lot of sense to me. I just watched a talk Jim Keller gave at TSMC, where he pitched chiplets as opening the door to a new level of IP reuse. This industry shift might be what they're anticipating.


It doesn't mean the won't sell any more IP, but rather that they'll be adding chiplets to the menu.
 
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bit_user

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It is also likely that Intel might be the one producing the chips for Arm using its own Fabs.

The blue team recently revealed that they will work with Arm to produce mobile-focused & other chips with Arm's architecture inside its factories.
Intel fabbing ARM cores isn't new (they're already embedded in Altera FPGAs, not to mention a couple of the AI processors designed by Intel subsidiaries). They even talked about doing contract manufacturing of mobile SoCs containing ARM cores, like 5 years ago. I'm not sure if that ever came to fruition - maybe fell victim to their seemingly interminable 10 nm delays.

The new part of that announcement is that Intel is working with ARM to co-optimize their 18A node. That's the sort of 2-way collaboration that Intel previously only did with their own CPU design teams. It's clearly intended to make that node competitive with TSMC, for next-gen chips featuring those ARM cores.

 

timecop1818

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Intel fabbing ARM cores isn't new (they're already embedded in Altera FPGAs, not to mention a couple of the AI processors designed by Intel subsidiaries). They even talked about doing contract manufacturing of mobile SoCs containing ARM cores, like 5 years ago. I'm not sure if that ever came to fruition - maybe fell victim to their seemingly interminable 10 nm delays.

The new part of that announcement is that Intel is working with ARM to co-optimize their 18A node. That's the sort of 2-way collaboration that Intel previously only did with their own CPU design teams. It's clearly intended to make that node competitive with TSMC, for next-gen chips featuring those ARM cores.

What? Intel has been doing ARM back in early 2000s with the XScale ARMv5 stuff.