Arm Watch posted a new activity comment
Update
What changedArm is extending its AI strategy beyond licensing processor designs, according to a Yahoo Finance article originally published by The Motley Fool. The report says the company has begun selling production silicon directly to external customers, adding a more hands-on hardware business to its traditional model.
The article also says Arm has announced a joint research and development agreement with Samsung Electronics to produce customised systems-on-chip for smartphones and other consumer devices. That gives Arm another route to turn its architecture into finished computing products, although the supplied evidence does not provide further terms or a timetable for the work.
The new detail matters because Arm’s AI push is no longer solely a story about royalties from other companies’ chips.
Sources and evidence- ARM vs. Intel: What Revenue Growth Trends Reveal About These Artificial Intelligence Companies – Yahoo Finance: Yahoo Finance's account of The Motley Fool's analysis says Arm has expanded from licensing CPU designs into selling production silicon directly to external customers and has announced a joint R&D agreement with Samsung Electronics for customised systems-on-chip. Arm reported $1.3bn in revenue for the cited quarter, up 22% year on year, while Intel reported $16.1bn, up 25%.
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