In order to implement the IDM2.0 development strategy, Intel has recently made frequent investments and mergers and acquisitions. In addition to imitating TSMC to build its own ecosystem, it has expanded the adoption of RISC-V and also opened up the X86 architecture for the first time. In the future, customers will be able to enjoy the IP ecosystem combination of X86, Arm, and RISC-V. The decision to open up the most important asset - X86 architecture authorization - can be said to be a major killer weapon offered by Intel to expand its wafer foundry business.
Can the Open X86 Architecture Help Intel Flip the Situation?
From the current perspective of the three major IP architectures, Intel's X86 architecture has a history of decades and is powerful, but it consumes too much power and is still the market leader in the PCCPU market; RISC-V emerged only a decade ago, with a relatively streamlined instruction set and typically smaller chip sizes, and has already made its way in the embedded and IoT markets. The ARM architecture, on the other hand, has decades of customer feedback and continuous improvement and evolution, giving it a unique advantage in the smartphone chip market.
After announcing the creation of a comprehensive ecosystem alliance and promising to expand the adoption of RISC-V architecture, Intel wafer foundry services (IFS) recently revealed to the public that Bob Brennan, Vice President of IFS Customer Solutions Engineering, will open X86 soft or hard cores for the first time to customers who want to develop chips, which can attract customers who want to build multiple ISA (Instruction Set Architecture) chips.
In the past, Intel has been quite persistent in prioritizing the X86 architecture and has a fierce competitive relationship with other non X86 architectures. This open architecture, which is unexpected in the market, also shows a major concession made by Intel to expand its wafer foundry business.
With the continuous advancement of new technologies, chip architectures are becoming increasingly complex, and IP integration affects the willingness of IC design factories to invest. After Intel promotes the multi ISA strategy, customers who invest in Intel in the future will be able to enjoy three major IP architecture services simultaneously.
In recent years, Apple has expanded its self-developed chips, and TSMC has partnered with ARM architecture and advanced manufacturing processes to continuously capture the market and undermine Intel's x86 architecture position. In order to regain market dominance, combining the other two major IP architectures has also become a major strategy for Intel to reverse the situation.
The above is the "Can the Open X86 Architecture Help Intel Flip the Situation?" shared by Ingrid microcontroller development engineers. Yingruien focuses on the design and development of single-chip application solutions, providing 8-bit single-chip microcontrollers, 16-bit single-chip microcontrollers, and 32-bit single-chip microcontrollers.