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Behind the Money
Bonus: Arm’s race to IPO
Sep 11, 2023
Experts Tim Bradshaw and James Ashton discuss Arm's upcoming IPO, its growth opportunities beyond smartphones, and its position in the AI market. They also speculate on the potential performance of its shares and the impact on the company's staff.
31:21
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Quick takeaways
- ARM needs to diversify its revenue streams by exploring growth opportunities in areas such as automotive and data centers to counter the plateau in the smartphone industry.
- SoftBank aims to take ARM public to generate proceeds, but the IPO faces uncertainties and risks, including legal disputes and the influence of ARM's relationship with Apple.
Deep dives
ARM's Importance in the Semiconductor Chip Industry
ARM, a British semiconductor chip designer, has played a significant role in the semiconductor chip industry over the last several decades. They have become the architect and provider of instruction set architecture for chips used by major tech companies like Apple, Qualcomm, and Google. With a dominating market share in smartphone chips (99%), ARM aims to explore growth opportunities in advanced devices, such as 5G-enabled smartphones and mobile gaming. Additionally, ARM's power-efficient chip design is gaining traction in data centers, automotive industries, and AI systems where low power consumption is crucial.
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