![]() Intel hasn't significantly modified Atom (mobile processor) architecture since 2008, and the same applies for many of its competitors (again, emphasis mine):īut there are problems with the A5X. How will this play out in the mobile processor market? In a huge way. When it has perfected that new die size, it then returns its focus to modifying the process technology. Intel first focuses on thoroughly perfecting a new architecture, then focuses on shrinking that architecture to a new die size. ![]() This allows you to perfect your technique and push yourself as hard as you can on individual areas, rather than applying a "half-hearted" effort to all areas. The importance of this focusing should be evident to those who work out regularly-one day you focus on certain muscle groups, the next day you focus on others. Focused improvement of one major "component" at a time.Emphasis mine:īy 2013 Intel's 22nm process should be very mature, which maintains Intel's sensible design policy of only moving to a new architecture or a new process, but not both at the same time in order to minimize risk.Įssentially, Tick-Tock is a model designed to ensure the accomplishment of two goals: The reasoning behind Intel's tick-tock strategy is succinctly summed up by a May 2011 article by AnandTech. Every year, there is expected to be one tick or tock.Ĭlock Speeds Aren't The Only Thing Ticking Every "tick" is a shrinking of process technology of the previous microarchitecture and every "tock" is a new microarchitecture. "Tick-Tock" is a model adopted by chip manufacturer Intel Corporation since 2007 to follow every microarchitectural change with a die shrink of the process technology. For those unfamiliar with the term, here's an introduction from Wikipedia: Intel's "tick tock" setup is an important issue for investors in Intel and competitors like Qualcomm ( QCOM) and ARM Holdings ( ARMH), yet it doesn't get enough coverage, in my opinion. ![]() Oh, yeah, and the smartphone chips will now be on the "tick-tock" setup - no more waiting 5 years for a micro-architecture refresh. Intel's process advantage will only compound the hurt that a new, smartphone-focused microarchitecture that Intel can put on the ARM ecosystem. In a discussion in the comments section, he brought up the following: Seeking Alpha contributor Ashraf Eassa recently published an excellent article titled 3 Reasons to Love Intel's Management. Intel ( NASDAQ: INTC) is one of my highest conviction holdings by portfolio weight, so I like following developments and analysis from bulls and bears alike. ![]()
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