Intel Shares Decline as Nvidia and AMD Venture into Arm-based PC Chips; Arm Stocks Surge
At present, Intel dominates the PC chip market, with AMD trailing behind. Over half of Intel's revenue from the quarter ending in June was from PC chip sales.
At present, Intel dominates the PC chip market, with AMD trailing behind. Over half of Intel's revenue from the quarter ending in June was from PC chip sales.
At present, Intel dominates the PC chip market, with AMD trailing behind. Over half of Intel's revenue from the quarter ending in June was from PC chip sales.
Intel's chips utilize the x86 instruction set. On the other hand, chips with Arm-based instruction sets, typically found in smartphones, tend to be more power-efficient, making them ideal for devices that rely on batteries.
In a recent move, Apple switched from Intel chips to its own Arm-based processors for its laptops and PCs. This shift led to a surge in sales and enhanced battery life for its devices.
Reuters has reported that Nvidia might launch an Arm-based PC chip by 2025. AMD is also reportedly designing an Arm chip. These chips are expected to be compatible with Microsoft Windows PCs.
Transitioning software from the x86 architecture to be Arm-compatible can pose challenges, but Windows is already capable of operating on an Arm chip.
Qualcomm has been developing its Arm-based PC chips for a while, but they haven't yet made a significant impact in terms of sales. The company has scheduled a product launch event later this week.
Last month, Arm held its IPO, during which it highlighted its long-standing contracts with major chip manufacturers to incorporate its technology.
Neither Arm nor Nvidia provided comments on the matter. Requests for comments from Intel and AMD went unanswered at the time.
TechEchelon Staff bylines are produced collectively by the newsroom for short, breaking, and wire-style coverage. Longer-form reporting is published under the responsible reporter's name.
More from the Staff →SoftBank beat first-quarter profit expectations with $2.2 billion in net income, fueled by a $8.2 billion gain on its Intel stake, while its OpenAI investment contributed zero gain or loss for the period.
Disney CEO Josh D'Amaro said the company is exploring a free, ad-supported streaming tier to reach price-sensitive consumers, while the company also announced it has already sold out Super Bowl advertising inventory for February's game on ABC and ESPN.
Circle revealed the initial operators for its Arc blockchain network, including BlackRock, Visa, Mastercard, and Intercontinental Exchange, ahead of a public launch scheduled for September 16. The network is designed to serve as infrastructure for stablecoin-based digital payments and financial applications.
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.