It's really interesting that some of the biggest customers also may be funding ARM competitors. It's also interesting on the effect this customization will have on the shape of Intel going forward, assuming those large customers stay with it -- I'm guessing: smaller margins, perhaps tied to more competitive (read: lower) pricing.
Is that what others see in the crystal ball for Intel?
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.