First server, then Surface
Bloomberg reported now that Microsoft is also working towards becoming more independent from Intel and AMD. Microsoft would first like to convert servers in its own data centers to ARM processors that it has developed itself or that it has adapted. Amazon has been providing servers and instances with ARM processors for use with the hosting service AWS for a long time.
Should these efforts bear fruit, according to Bloomberg, Microsoft also wants to equip its own Surface laptops with ARM processors that it has designed itself. Microsoft currently offers models with Intel chips as well as ARM processors from Qualcomm. At the moment the Surface laptops have no chance against the current Apple M1 models in terms of performance and battery life.
Intel’s share price falls, announcement for a few years
According to the Bloomberg article, the Intel share price fell more than 6 percent – throughout 2020, the price fell 21 percent. Intel is currently feeling pressure from many sides: AMD has caught up with x86 processors in recent years and was even able to outperform the chip giant in many important segments in terms of price and performance. On the other hand, Apple stands with a new generation of desktop computers and laptops, which are clearly superior to x86 computers of the same device class. If you believe the rumors, the M1 is currently just the beginning – and significantly more powerful versions will appear in 2021 and 2022. Of course, this does not make Intel’s market position any easier.