Longbow Research, who follows Intel (INTC), today reflects on a story posted on SemiAccurate by Charlie Demerjian yesterday suggesting Apple (AAPL) may switch its laptop computers from Intel's processors to its own chips based on designs of ARM Holdings (ARMH).
The story, “Apple Dumps Intel From Laptop Line,” is anything but tentative. Demerjian opines that Apple is waiting till the next version of ARM’s chips have full 64-bit memory addressing before making a switch. He points to remarks by another AMR licensee, Nvidia (NVDA), suggesting that that milestone will be in Q4 of next year or maybe Q1 of 2013. “It won’t be really soon, but we are told it is a done deal,” writes Demerjian.
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