ARM will make chips

At ARM’s press conference on Monday we were struck by how the company was talking about itself. Almost like a manufacturer.

Well guess what?

A very reliable source tells me that pretty soon now the company will start making chips and is already in advanced talks with a number of Chinese partners.

The thing is, the expertise now exists on the mainland to make SoCs, and at very low cost too.

Who would ever have thought that the plucky little British company ARM would ever find itself in the position of challenging the might of Intel.

It is true, as senior VP Tom Kilroy told us yesterday, that Intel is a clear generation ahead of any of the foundries such as GloFo (Global Foundries) and TSMC, but at what cost?

Well, at a very high cost indeed, numbered in the billions of dollars.