chip designer arm You may be developing a chip to “showcase the capabilities of its design.”
according to financial times (opens in new tab) breaking the news, the leak comes ahead of an expected IPO later this year and aims to put pressure on licensing partners to change current contracts to improve Arm’s margins (and profits). It may be part of a strategy that
Multiple sources have told the FT that the chip is more advanced than ever and will likely be manufactured by TSMC and others. Qualcomm veteran Kevork Kechichian has overseen the development of his flagship product family, the Snapdragon, and is looking to lead a new team at Arm to develop more prototypes for various devices. is.
There are no details about the product, likely based on an unreleased architecture (ARMv10?) or an update to an existing architecture (ARMv9.5-A?). All odds are off for core quantity and type ( big little setup), clock speed, amount of cache, etc.
Different use cases require multiple SKUs for those that require compute power. Desktop PC , Laptop , server , router , NAS , smartphones, tablets, etc. Intel, Qualcomm, Mediatek and AMD have hundreds of devices to serve dozens of workloads, and Arm must match them to be a meaningful and reliable player.
Diversification is not without risks later Nvidia’s unsuccessful attempt to buy Arm in 2022 the chip giant’s current owner SoftBank is looking for more revenue streams beyond licensing. means to be
Moving down the food chain, selling chips is the obvious next step, but given that Arm’s top 10 customers make up the majority of its revenue, it will be in direct competition with its key partners. increase.
And while Arm has proven expertise in silicon design, selling finished semiconductor products requires a fair amount of supply chain management magic, ample marketing budgets, and perhaps more importantly In addition, it is a much more difficult task that requires time to execute the plan.
There are risks involved in embarking on this journey.There are already signs that some big players are quietly considering RISC-V , a rival architecture that is as close as possible to open source hardware. Unlike Arm, RISC-V does not require high licensing fees, but lacks the level of support and expertise provided by the Arm ecosystem.
In 2022, Arm’s Chris Bergey told TechRadar Pro: It’s important to note that in addition to providing the core, part of our success also has to do with the maturity of our software ecosystem. “
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