Thought experiment: Intel, unshackled, multi-ISA strategy

Why an “Intel-first” not x86-first, approach makes sense.

August 20, 2025

David Harold

Editor’s note: The following is a speculative strategy memo, not reporting or guidance. It explores what Intel could do, not what it will do. SoftBank’s $2 billion investment in Intel signals a potential shift from an x86-focused strategy to a platform-centered approach. Intel might diversify across different instruction sets: streamlined x86 for core markets, Arm for power-efficient devices, and RISC-V for controllers. This multi-ISA approach would utilize Intel’s foundry and packaging capabilities while keeping unified developer tools and firmware. Key signs include launching leaner x86 chips, Intel-designed Arm laptops, RISC-V controllers, chiplet catalogs, and foundry partnerships. Success would mean “Intel

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Thought experiment: Intel, unshackled, multi-ISA strategy

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