- ARM could be preparing to make their own CPU, competing with their own customers
- The report says that the arm is silent toaching talent from their own partners
- The purchase of $ 6.5 billion softbank amps could be the needs of the thrust arm
ARM has built a solid design of microprocessor architectures design, such as ARMV9, and licenseing the IP to great players such as Apple, Qualcomm, Samsung, Nvidia, AMD and AWS, but what it does not do is make and sell their own chips, although This could be about to change.
For a long time it is rumored that ARM is considering doing its own silicon, and now it seems that the British firm is finally taking steps in that direction.
The Japanese owner of ARM, SoftBank, is ready to acquire Ampere Computing, the only ARM independent server chip supplier, for $ 6.5 billion, a movement that could help ARM expands its footprint in the competitive data center and The markets of AI and pave the way for the company to build its own chips, but it is a risky strategy. This search for greater profits could put it in competition with some of its biggest customers, including Qualcomm and AMD.
Looking for poaching staff
Much of Arm’s success derives from the fact that his partners see it as a neutral force in the industry, instead of a competitor. If the arm begins to build its own silicon, that perception will change and, like a PakGazette Report that quotes anonymous sources and a revised document suggests that the industry could change. Companies that license the arm IP will have to consider whether they want to continue doing business with a direct competitor. Risc-V could really benefit here.
According to the report, ARM is actively looking for personnel from its own clients, in addition to competing with some of them by agreements as you advance towards the objective of selling its own CPU.
The document that PakGazette According to reports, reviewed in November 2024, a recruiter who works for ARM sent a message to an unidentified executive in an unnamed arm client, which seeks to hire employees to help with his “transformation of designing only the architecture of the architecture of the Processor (IP) to also sell your own silicon, with an approach to conducting the enable of AI in the data center “and in other devices.
Two industry sources also said PakGazette The arms recruiters have been arriving at other chip designers in Silicon Valley for the same purpose.
ARM ambitions can extend even more. According to a research note published by JP Morgan analyst Harlan Sur, Broadcom has won an ARM and SoftBank contract to develop a customized data centers, which potentially leads ARM in competition with NVIDIA.
An ARM spokesman declined to comment on the PakGazette report.
