Sunday, September 21, 2025

intel

the question is if intel should keep x86 to itself 
while amd got it's own x86 clone 
and risk that the x86 market stagnates and shrinks 

or if intel should license x86 to other companies 
which could grow the x86 market 
especially since intel seems reluctant to take risks 
and intel seems to have made some strategic mistakes 

if intel would open source x86 
then intel could loose control of the x86 market 
but if intel licenses x86 to other companies 
then intel would have more control of the x86 market 

but the question arises about the legal issues 
of intel licensing out x86 to other companies 
since amd sells their own x86 chips 

the company arm licences their arm to other companies 
and that makes arm a lot of money 
but intel could license x86 to other companies 
not primarily to make more money 
but instead to prevent the x86 market from shrinking 
and it could possibly grow the x86 market 

the main beneficiaries of intel licensing out x86 
could be chinese companies 
that would be able to sell cheap and weak x86 chips 
both in china and globally 
and that would not compete too much with intel and amd sales 
since intel and amd sells expensive and powerful chips 

cheap and weak x86 chips could be used in mobile devices 
such as gaming handhelds and possibly tablets 
but probably not mobile phones 
since the mobile phone market is dominated by arm 

cheap and weak x86 chips could be used in every device 
that needs some type of embedded processor 
such as the iot market 
but x86 chips are generally power hungry since they are usually powerful 
but cheap and weak x86 chips made in china 
could be more power efficient because weak chips use less power 

the iot market will probably be dominated by arm and risc 
but cheap and weak x86 could be a player in the iot market 

and the advantage for intel 
is that intel factories produce intel x86 chips 
but intel factories could also produce arm chips 
for other companies with arm licenses 
and intel factories could also produce risc chips 
for companies with open source risc licenses 
and intel factories could also produce x86 chips 
for companies with x86 licenses 

so no matter whether the x86 market grows, shrinks or disappears 
intel factories could still produce arm, risc or other types of chips 

intel will probably be profitable 
for as long as intel research and development 
is able to develop technology 
to industrially produce 
smaller and smaller transistors 

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