Earlier this year, ARM and Intel initiated a collaboration allowing ARM to utilize Intel’s advanced 18A-node for the production of mobile SoCs. Market analyst Ming-Chi Kuo now claims that this partnership aims not only to optimize the node but also for ARM to manufacture its own chips using it, essentially becoming a customer of the 18A process.
According to Kuo, it’s unlikely that ARM intends to compete with its current smartphone clients (such as Apple and Qualcomm), so these chips are probably not intended for this market. What ARM’s specific plans are remain unclear. The analyst anticipates that if everything goes smoothly, Intel’s Foundry business will benefit from this collaboration, leading to more orders from other customers, primarily those involved in high-performance computing.