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The iPhone Makes Semiconductors Fun Again!

Posted on July 03, 2008

For a while there, covering the chip industry was like covering a race run by a rabbit and a cheetah. AMD was the rabbit, while Intel with its much larger market cap and greater profits was the cheetah. Evey now and then the rabbit would fool you into thinking he was going to pull ahead, but we all knew who was going to win. In the past few years, however, two things have brought more runners and more diversity to the course: a challenge to the x86 architecture, and the iPhone.I could probably find a way to credit the iPhone for changing the furniture industry if I tried hard enough (i...

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