is Intel’s new CEO is rethinking the “x86 and only x86″ strategy? Last week, a specialty semiconductor company called Altera announced that Intel would fabricate some if its chips containing a 64-bit ARM processor. The company’s business consists of offering faster development times through “programmable logic” circuits. Instead of a “hard circuit” to be designed, manufactured, tested, debugged, modified and sent back to the manufacturing plant in lengthy and costly cycles, you buy a “soft circuit” from Altera and similar companies (Xilinx comes to mind). This more expensive device can be reprogrammed on the spot to assume a different function, or correct the logic in the previous iteration. Pay more and get functioning hardware sooner, without slow and costly turns through a manufacturing process.
With this in mind, what Intel will someday manufacture for Altera isn’t the 64-bit ARM processor that excited some observers: “Intel Makes 14nm ARM for Altera“. The Stratix 10 circuits Altera contracts to Intel manufacturing are complicated and expensive ($500 and up) FPGA (Field Programmable Gate Array) devices where the embedded ARM processor plays a supporting, not central, role. This isn’t the $20-or-less price level arena in which Intel has so far declined to compete.