In conjunction with the recent Intel Developers Conference, Intel announced an agreement with the British processor core designer ARM, according to which it can now deliver chips based on ARM’s Artisan Physical IP on its 10 nano-meter design platform. Having had some time to reflect on this, we conclude that this deal is significant for Intel, as other leading chip makers are expected to follow Intel in its migration from a 14 nano-meter or a larger process nodes to this 10 nano-meter process. As always, finer geometries yield superior performance and smaller devices, which will enhance the performance of the devices. Among the major players in the foundry business, Intel seems to be ruling the transition to this leading edge process node. This factor, combined with the addition of ARM’s Artisan Physical IP degsign environment, should help Intel win more orders going ahead. Smartphone giant LG Electronics has already announced its intention to use Intel’s foundries for 10nm chip development.

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