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Chronicles

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Sources: Arm plans to work with manufacturing partners to build a test chip showcasing the capabilities of its designs, its most advanced chipmaking effort yet

Company to build test chip with factory partners, stoking fears it could in future compete with its biggest customers

Financial Times

Discussion

  • @trengriffin Tren Griffin on x
    “People close to Arm insist there are no plans to sell or license the product and that it is only working on a prototype. Any move to build chips for wider commercial sale would undermine Arm's position as the “Switzerland” of semiconductors .” https://www.ft.com/...
  • @pstasiatech Paul Triolo on x
    The company has built a new “solutions engineering” team that will lead the development of these prototype chips for mobile devices, laptops and other electronics, according to people briefed on the move.
  • @ianpatterson99 Ian Patterson on x
    ARMs business model changes are fascinating to watch. It'ss previously announced a new Licencing regime that seeks to get more of the downstream value of chips. Now it's maybe making some of its own. https://www.ft.com/...
  • @trengriffin Tren Griffin on x
    “In its annual report Arm said a principal risk to its business was the “significant concentration” in its customer base. Arm's top 20 customers accounted for 86% of revenues last year, so “the loss of a small number of key customers could significantly impact the growth”. https:…
  • @mytechmusings Prakash Sangam on x
    1/2 @Arm & @SoftBank pursuing unconventiional #IPO strategy https://www.reuters.com/... While many focus on core strength & show show prospect for it, Arm seeking many exploratory businesses fighting with is top customer #qcomarm $qcom @Reuters
  • @chengtingfang Cheng Ting-Fang on x
    Arm is developing its own chip to showcase its designs, as the SoftBank-owned group seeks to attract new customers and fuel growth following a blockbuster IPO later this year. Hired Kevork Kechichian, ex-chip guru of NXP. Qualcomm to build a new team @FT https://giftarticle.ft.co…
  • @martijnrasser Martijn Rasser on x
    “Arm is developing its own chip to showcase the capabilities of its designs...The company will team up with manufacturing partners to develop the new chip...the most advanced chipmaking effort the Cambridge-headquartered group has ever embarked upon.” https://www.ft.com/...