The UK-based chip designer pivots to selling its own chips, securing Meta as its first major customer, and challenging ...
Arm Holdings plans to launch its own chip this year after securing Meta Platforms as one of its first customers, in a major ...
Arm stock rallied on news that the company is planning to introduce its own chip and has secured Meta as a customer.
In what is a significant development for the semiconductor industry, chip designer Arm Holdings (ARM) has reportedly secured Meta Platforms ...
Arm Holdings PLC may be on the verge of a major strategic shift in its business — and one that would put it squarely in competition with its customers like Nvidia Corp. and Qualcomm Inc. According to ...
You would think that Arm, which arguably has been the vanguard in the smartphone and PC industry push for improved power efficiency, would double down on that strategy in its plans for 2025.
We expect Arm will keep gaining data center market share from x86 architecture, as its chips consume less power and data centers need to minimize energy consumption. We also expect share gains in ...
But when something this big happens with ARM, it often means somebody knows ... types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy ...
A report from Reuters discusses Arm’s so called “Picasso” project; a bid to increase revenue by selling its own chips and competing with its own juggernaut customer base - including Qualcomm ...
There's still a lot of uncertainty as to how DeepSeek will impact the AI sector over the long term, but it seems unlikely to derail the massive ramp-up in spending on AI infrastructure after big ...
Arm will launch its own chip this year after securing Meta as one of its first customers. The move by the chip designer could upend the balance of a $700bn industry. I’m joined now by Tim Bradshaw, ...