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Traders Weigh In On Qualcomm Vs. AMD Vs. Intel As Microsoft Embraces ARM

Published 23/05/2024, 20:08
© Reuters.  Traders Weigh In On Qualcomm Vs. AMD Vs. Intel As Microsoft Embraces ARM

Benzinga - by Surbhi Jain, .

The recent launch of Microsoft Corp‘s (NASDAQ:MSFT) first laptop running on Qualcomm Inc‘s (NASDAQ:QCOM) ARM-based microprocessor has ignited a fierce debate among tech enthusiasts and investors on Reddit.

With Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) dominating the x86 architecture landscape, Qualcomm’s entry into the Windows laptop market poses intriguing questions about the future of laptop processors.

Also Read: Microsoft Build Day 2: Copilot Enjoys 175% Growth, TomTom Wields Azure AI, VP Names 3 Most-Loved Developer Tools

Will AMD And Intel Pivot To ARM? BossGandalf, the original poster, speculates whether AMD and Intel will stick with x86 or pivot to ARM-based chips, given Qualcomm’s new partnership with Microsoft.

Qualcomm vs AMD vs Intel (Laptops running Windows OS)

byu/BossGandalf instocks

This has sparked diverse opinions, with some Redditors expressing skepticism about Intel’s ability to compete in the mobile market despite the upcoming release of their Lunar Lake processor, which promises impressive efficiency and performance.

The ARM Vs. x86 Debate but_why_doh argues that the hype around ARM is overblown, pointing out past failures of ARM on Windows due to software compatibility issues. They highlight the extensive ecosystem built around x86, making it difficult for ARM to replace it entirely. ARM's success in mobile, they argue, is due more to Intel’s past missteps than any inherent superiority.

Qualcomm’s Edge Other users, like frogchris, acknowledge Qualcomm’s expertise in low-power development, noting that their new Nuvia cores outperform Intel in performance per watt.


byu/BossGandalf from discussion


They suggest that Microsoft's support for an x86 to ARM translation layer could help ARM capture a significant share of the laptop market, even if it doesn’t dominate desktops or servers.

The Apple Factor and Emulation ResearcherSad9357 and sf_warriors point out that Apple’s successful transition to ARM with their M1 chip was not just about architecture but also about being the first to use TSMC's latest node.

They also discuss the potential of Windows ARM, drawing parallels to Apple’s Rosetta, which eased the transition for users and developers alike.


byu/BossGandalf from discussion


AMD and Intel’s Response In response to Qualcomm’s challenge, ThePandaRider mentions that both AMD and Intel are developing next-gen mobile chips with powerful integrated GPUs, potentially appealing to gamers and power users.

However, they note that Snapdragon’s long battery life and low power draw give it a unique advantage in the lower-tier laptop market, provided it is priced competitively.

As Microsoft ventures into ARM territory with Qualcomm, AMD and Intel face the decision of adapting or maintaining their stronghold on x86.

The tech community remains divided, but one thing is clear: the race to dominate the future of laptop processors is heating up, and consumers are in for an exciting ride.

Read Next: Nvidia’s AI Dominance Leaves Intel, AMD Scrambling For Second Place

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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