Decoder with Nilay Patel cover image

How Arm conquered the chip market without making a single chip, with CEO Rene Haas

Decoder with Nilay Patel

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The Role of Arm in Semiconductors

This chapter explores Arm's pivotal position in the semiconductor industry, emphasizing its design-centric business model that impacts a wide range of consumer devices. It discusses the intricacies of Arm's licensing agreements, including architectural licenses that enable companies to create their own compliant chips while ensuring software compatibility. Additionally, the chapter highlights Arm's commitment to neutrality in managing relationships across its extensive ecosystem of technology partners.

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