Amazon and Apple are switching from Intel's chips and are driving change within the trade


"Intel builds on more than 20 years of x86-based ecosystem work," said Lisa Spelman, corporate vice president of Intel. "We ensure software compatibility and high performance, important requirements for both consumers and data center customers."

Amazon is also expanding its use of Intel chips for some jobs. On Tuesday, the company announced that its data centers would be running Mac mini computers with Intel technology to help programmers develop software for Apple systems without using Apple hardware.

However, Arm is increasingly competitive in the computing space, said Rene Haas, president of Arm's primary products group. He said Arm made important changes to increase the computing power of any processor core or individual calculating machines placed on each piece of silicon.

Cloud-style computing tasks can also make better use of many relatively simple cores and specialized circuitry, said Amazon's DeSantis. The arm-based chip called Graviton2 has 64 such cores, compared to up to 24 more powerful cores on Intel server chips. This helps in performing computer tasks that are running concurrently, e.g. B. providing web pages for different people.

Ampere, a chip start-up based in Santa Clara, California, has developed an 80-core arm server chip and expects to release a 128-core version next year. Renée James, CEO of Ampere, said his customers and investors include software giant Oracle, which plans to offer a cloud computing service based on Ampere chips.

Poor "is real with Amazon," said Ms. James. "Your competitors will follow suit."

Gerard Williams III, managing director of Nuvia, another start-up promoting arm-based chips, said Arm backers have also benefited as Intel has lost the lead in promoting manufacturing innovations that make chips to do more at a lower cost. Chip makers like Taiwan Semiconductor Manufacturing Company and Samsung Electronics can now put more features on each silicon wafer, meaning arm chip designers who use them can get speed advantages.

The change shows in many forms of computation. For laptops, research firm Gartner predicted that responses from Apple's new Macs and competitors Arm-based PCs would bring 13.5 percent of the market by 2024, up from 1.1 percent this year.