Skip to main content

Who else benefits from Intel - TSMC partnership?

Intel (INTC) and Taiwan Semiconductor (TSM) announced an agreement this week where TSMC would gain the rights to use Intel Atom processors as part of custom "system-on-a-chip" devices. These devices would be customized by TSMC according to individual customers requirements. The expectation is that the chips would be used in everything from netbooks to handheld gadgets. This is a good deal for both companies. TSMC has a new solution to offer its customers and Intel will more easily be able to get its processors in new devices such as smartphones.

This seems to be an extension of Intel's strategy of moving into new markets. The company has been trying to push into "mobile Internet devices" or MIDs. These MIDs are intended to be based on the Atom chip and Intel is working on a smaller, lower-powered version tailored to use in cellphones, smartphones, automotive systems and other yet to be determined devices.

Intel's work is cut out for it. ARM processors, made by the British company ARM Holdings Plc (ARMH), are currently the market leaders and are used in many well-known devices made by Apple, Palm and others. They have attained this status by being highly customizable and by being very power efficient. And also because small, lightweight operating systems can run on them.

Apparently, Intel is looking to use Linux as their lightweight operating system on MIDs and the company has been hiring top Linux developers to jumpstart the programming effort.

So if the various versions of the Atom processor find their way into popular devices, and that is a big "if" given Intel's less than stellar performance in the mobile space thus far, the next battle will be over software. Intel is committing to Linux but what about long-time partner Microsoft?

Microsoft's Windows operating system already runs on Atom chips. I can't imagine Microsoft not trying to push Windows Mobile or some stripped down version of the upcoming Windows 7 onto some of these devices. As much as Microsoft must be irritated that Intel is committing to Linux, I suspect that Microsoft is hoping Intel's push into new markets will be wildly successful. Where the Atom goes, Microsoft can follow.

Disclosure: none

Comments

Popular posts from this blog

Running TradeRadar on Windows 7 and Windows 8

Development of the original TradeRadar Stock Inspector software was begun back in the days before Windows 7 and Windows 8 were available.

As these newer versions of Windows have become more popular, we have heard from some users that they are having problems installing and running TradeRadar on their newer PCs.

The good news is that TradeRadar will work just fine on Windows 7 and Windows 8. All you have to do is adjust the Windows Compatibility Settings to ensure TradeRadar runs as intended.

It is recommended that you can apply Compatibility Settings when running the initial installation; however, it is also possible to apply Compatibility Settings after the program has been installed.

Prior to installation
After downloading the install program, go to the folder where you have stored the TradeRadarStkInsp_7_Setup.exe or TradeRadarStkInsp_7_PRO_Setup.exe executable. Right-click on the executable file and select Properties. Click the Compatibility tab. Adjust the Compatibility mode to …

Unlock Stock Market Profits - Key #1

This is the first in an ongoing series of articles where I discuss what I feel are keys to successful investing. It is based on a post that provides a summary of the ten keys that individual investors should use to identify profitable stock trades. (Click here to read the original post)

There are two basic steps to investing. First, you need to find stocks that seem to have some potential. Then you have to determine whether these stocks are actually good investments. There are many stocks that at first glance look interesting, but further research reveals that there are too many negatives to warrant taking a position.

This first post in the series starts at the beginning: getting good investment ideas.

Key #1: If something special is happening to a stock, it will be reflected in some kind of unusual activity in the markets.

As individual investors, we will never be the first to know; however, unusual activity can be an early sign that allows us to follow the Wall Street professionals and …

Unlock Stock Market Profits - Key #4

This is the fourth article in a series of posts describing 10 tools to help you identify and evaluate good investing ideas. It is based on a post that provides a summary of the ten keys that individual investors should use to identify profitable stock trades. (Click here to read the original post)

With this fourth post, we will continue another step along the path of finding stocks that seem to have some potential. The first post in the series discussed how to use unusual activity to identify investing ideas. The second post described how to use stock screeners. The third post described how to use lists of new highs and new lows. This post will focus on identifying social or business trends in order to find investing ideas.

Information on new trends might turn up anywhere. In conversation with friends or business associates, in newspapers or magazines, on TV or though your work. The key is to be aware of trends and how they start, stop or change. We'll start by describing what to lo…