> ARM is making money hand over fist while x86 is getting squeezed
Do you have the profit margin data to back that statement up? Everything I've seen suggests that ARM is the lower-margin, less-profitable hardware averaged across all chips produced. Moreso when you count licensing costs against the profits.
Only caring about profit margins is what got Intel to the point where failure at their next die shrink is do or die.
ARM chips are low margins indeed, but there is so much demand that fabs can make them for years and years without stopping. That is how you get massive investments. Low margin but extremely stable and predictable growth.
Do you have the profit margin data to back that statement up? Everything I've seen suggests that ARM is the lower-margin, less-profitable hardware averaged across all chips produced. Moreso when you count licensing costs against the profits.