Almost all the smart phones and tablet application processors utilize ARM architecture. As you know, tablets companies are all use ARM or mostly use ARM architecture. And that is again TSMC sets the advantage because we have products with practically all the tablets companies in the world. And then tablets companies will gain semiconductor market share in these smart phone and tablet segments. That again turns out to be a TSMC advantage, because as I said, tablets companies are our customers, our partners. And as they gain market share, we gain market share.
I love the last sentence. I thought Tegra2 vs Atom favored Tegra2? I am also certain Tegra3 is already working, and also know TI has devices of Tegra3's viscosity as well (quad core). So who cares about Intels 32nm Atom unless it contains some major upgrades rather than just being made on a smaller nm die. This could be the case I have not looked Atom lately, as up until now Atom has not impressed me since introduction really.
it must be great to be working @ ARM these days... they were doing nicely before but smartphones are the perfect money makers and it doesnt seem like they'll stop anytime soon...
Just think...you have unlimited growth potential as newer generations grow up even more people will use smartphones because these kids are growing up in a tech filled world, your product is subsidized so even if current owners don't need a new phone they'll probably get one anyway because its free/cheap so the demand for your chips never run out even when people dont need them.
As it is you can't really compare the Atom and an ARM chip like the Tegra 2. The Atom chip is much faster whilst the Tegra 2 uses much less power.
The Tegra 2 is an ARM core with an NV GPU bolted on.
All the giants are making profits, what else is new. The whole world economy is in the dump and the multinationals are the only ones making a profit these days. That includes not least of all Intel, ARM, and Microsoft. With ARM the question has always been how long can the underdog survive against Wintel and just recently Microsoft announced Windows 8 isn't compatible with ARM (Duh!). With Intel having a 4 year lead in fabrication technology and making multibillion dollar investments into more energy efficient processors it still looks like ARM is destined for the bargain bin.
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