“Yield rate is the number one criteria here,” said chip analyst Neil Shah of Counterpoint Research. “If they can commit to more than 90% yield rate in the first month, I think they can attract a few more customers.”
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One big roadblock, Shah said, is that Intel primarily manufactures chips on the traditional x86 instruction sets, while custom chips from Apple, Google, Amazon and others are made on rival Arm architecture.
“Building Arm chips is something that they have not done,” Shah said. Taiwan Semiconductor Manufacturing, the market leader, “has mastered that,” he said.
