- Arm could be ready to make his own CPUs and compete with his own customers
- The report says arm is quietly poached talent from its own partners
- Softbank’s acquisition of $ 6.5 billion could be push -arm needs
ARM has built a solid business design of microprocessor architectures, such as Armv9, and License for IP for Big Players such as Apple, Qualcomm, Samsung, NVIDIA, AMD and AWS – but what it doesn’t do is make and sell their own chips, although this could be by changing.
It has long moved that arm is considering producing its own silicon, and it seems that the British company is finally taking steps in that direction.
Arms Japanese owner, Softbank, is ready to acquire Ampere Computing, Arm’s only independent server chip supplier, for $ 6.5 billion, a step that can help expand its footprint in the competitive data center and AI its own chips, but It is a risky strategy. This search for higher profits could put it in competition with some of its larger customers, including Qualcomm and AMD.
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Much of Arm’s success stems from the fact that its partners consider it a neutral strength in the industry rather than a competitor. If the arm begins to build its own silicon, this view will change – and as a Pakinomist Report with reference to anonymous sources and a reviewed document suggests it could increase the industry. Companies that licenses arms IP should consider whether they will continue to do business with a direct competitor. RISC-V could really take advantage here.
According to the report, Arm actively seeks to recruit staff from its own customers as well as compete with some of them for offers as it moves towards the goal of selling its own CPUs.
Document it Pakinomist Apparently allegedly states in November 2024, a recruiter who worked for the arm sent a message to a named director of a named arm -client who tried to hire employees to help with his “transformation from the exclusive design of processor architecture (IP) to Also selling its own silicon, focusing on running AI activation in the data center “and on other devices.
Two industrial sources also told Pakinomist ARM -RUNDERS have reached other chip designers in Silicon Valley for the same purpose.
Arm’s ambitions can still extend further. According to a research note published by JP Morgan analyst Harlan Sur, Broadcom has won a contract from the arm and softbank to develop a custom-built AI-chip for data centers, which potentially brings arm in competition with Nvidia.
A spokesman for arm refused to comment Pakinomist report.
