Up to now, Arm (the company) has never made chips, only chip designs
(and designs for chip components) that it has licensed to other
companies. This model has been spectacularly successful, making ARM
(the architecture) the most successful computer architecture ever,
shipping more chips per year than the entire population of the Earth.
Now they want to move away from that model, and start making chips themselves. In effect, they are now competing with some of their own customers. Will this, and other slightly worrying moves from the
company, make some licensees think twice about being so committed to
ARM, and start looking to other more freely-licensed alternatives,
like RISC-V? Will this, if not kill the goose that laid the golden
egg, at least severely clip its wings?
Now they want to move away from that model, and start making chips themselves. In effect, they are now competing with some of their own customers.
On Fri, 14 Feb 2025 22:11:14 -0000 (UTC), I wrote:
Now they want to move away from that model, and start making chips
themselves. In effect, they are now competing with some of their own
customers.
Something else that seems calculated to get up the noses of their
customers is they are poaching staff from some of those very
customers, to work on these in-house chips.
<https://www.computerworld.com/article/3825123/arm-secures-meta-as-first-customer-in-chip-push-challenging-industry-giants.html>
Sysop: | Keyop |
---|---|
Location: | Huddersfield, West Yorkshire, UK |
Users: | 491 |
Nodes: | 16 (2 / 14) |
Uptime: | 89:19:36 |
Calls: | 9,679 |
Files: | 13,722 |
Messages: | 6,173,844 |