Intel CEO Dismisses 'Pretty Insignificant' Arm PC Challenge

Intel CEO Pat Gelsinger has downplayed the threat of rival chipmakers creating processors based on the Arm architecture for PCs. From a report: "Arm and Windows client alternatives, generally they've been relegated to pretty insignificant roles in the PC business," he told analysts during the x86 giant's Q3 earnings call Thursday. "We take all our competition seriously, but I think history is our guide here. We don't see these as potentially being all that significant overall," he added, a sentiment somewhat at odds with Microsoft which last week cited analyst research predicting Arm's PC market share will grow from its curernt 14 percent to 25 percent by 2027. Which seems far from "pretty insignificant." Gelsinger's words also contrast markedly with past Intel CEO Andy Grove, who penned a book titled "Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company." While Gelsinger doesn't see Arm as a threat, he said Intel Foundry Services is more than happy to work with chipmakers to build chips based on the architecture. "When you're thinking about other alternative architectures like Arm, we also say, 'Wow, what a great opportunity for our foundry'," he said. To that end, the in April 2023 the chipmaker announced a strategic partnership with Arm to make it easier to produce chips on the architecture in Intel foundries.

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