How big would an Intel
But LG could be just the beginning. Analyst Doug Freedman of Broadpoint AmTech speculated in a research note that Intel's recent outsourcing deal with Taiwan Semiconductor Manufacturing
That's hardly surprising. New designs based on Intel's Atom core -- already the brains behind most netbooks -- are meant to support entire systems-on-a-chip, or SOCs. These self-contained processors are low-power and all-inclusive, designed for a small footprint. A smartphone, for example.
And that could prove disruptive to the industry. At the very least, it threatens ARM Holdings
Yet I'm more concerned with the implications for Apple
I'm betting on the latter. Apple endured federal scrutiny and a legal challenge from IBM
Think of the implications. If Apple creates its own processor for the iPhone, and its work on the lightweight Snow Leopard version of the Mac OS suggests tighter ties between the iPhone and the Mac, doesn't it also make sense for Apple to redesign the guts of the Mac?
In other words, will Apple and Intel be rivals once again? Use the comments box below to let me know what you think.
Brrrrrrring! It's related Foolishness calling:
Intel is a Motley Fool Inside Value pick. Apple and ARM Holdings are Stock Advisor selections. Try either of these Foolish investing services free for 30 days. There's no obligation to subscribe.The Fool owns shares and covered calls of Intel.
Fool contributor Tim Beyers had stock and options positions in Apple and stock positions in IBM and Taiwan Semiconductor at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. The Motley Fool is also on Twitter as @TheMotleyFool. The Fool's disclosure policy sometimes eats chips for breakfast.