Sources: in its most advanced chipmaking effort, Arm plans to work with manufacturing partners and build a test chip to showcase the capabilities of its designs
Company to build test chip with factory partners, stoking fears it could in future compete with its biggest customers
Financial Times
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Discussion
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@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/...
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@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.
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@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/...
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@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:…
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@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
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@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…
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@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/...