Daily Tech News Show

Arm Wants a Leg Up In Chips - DTNSB 4957

7 snips
Feb 14, 2025
Arm is making waves by launching its own chips this summer, a move that could shake up the chip manufacturing industry. TikTok has made a return to US app stores, raising questions about its future amidst legal scrutiny. The global demand for electricity is surging, driven by data centers and emerging markets. Digital advertising shows resilience despite market shifts, while cybersecurity concerns continue to loom in telecoms. Meanwhile, the evolution of Arm from design to manufacturing underscores significant industry changes.
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INSIGHT

ARM's Big Change

  • ARM, known for designing chips, will produce its own server chip.
  • This marks a shift from their licensing-based model.
INSIGHT

Why Make Chips?

  • Huyen Tue Dao questions the benefit of ARM manufacturing its own chips.
  • Tom Merritt suggests it could be a reference design strategy like Microsoft's Surface.
INSIGHT

ARM's Shift

  • ARM, typically a chip designer, will directly manufacture chips.
  • This is a major change, as they usually license designs.
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