"This migration could also diminish the power of Intel, the longtime giant of chip design and manufacturing, and fundamentally remake the $335 billion a year semiconductor industry that sits at the heart of all things tech, from the data centers that drive the internet to your iPhone to the virtual reality headsets and flying drones of tomorrow."
“This is an enormous change,” said John Hennessy, the former Stanford University president who wrote an authoritative book on computer design in the mid-1990s and is now a member of the board at Alphabet, Google’s parent company. “The existing approach is out of steam, and people are trying to re-architect the system.”
BRN Price at posting:
21.5¢ Sentiment: Buy Disclosure: Held
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