As it came to light at the trial that last December they faced Qualcomm and ARMthe latter’s plans for entering the market manufacturing market are not a future project as stated by the executive director of ARM, René Has, but are a reality according to the information to which the Financial Times newspaper has had access .
According to this media, ARM plans to launch its first Data centers processor With Architecture ARM in early summer, according to people familiar with this project and already has a client waiting: goal.
ARM will manufacture its own CPUS
ARM patented designs have been used in more than 300,000 million devices, from mobile phones to tablet through laptops among many others. This industry that currently moves 700,000 million dollars is a niche market that was being wasted by the company, something that Masayoshi Son, founder of SoftBank was not willing, hence the hiring of René you have the most responsible in 2022.
SoftBank, which has 90% of ARM’s shares, is focusing its efforts on the company to build its own infrastructure focused on artificial intelligence. The launch of the ARM Chip itself is considered only one step in its broader plans to enter the production of IA chipsaccording to once again, people familiar with the company.
ARM’s entry into the manufacture of processors can be an important change for the industry as we know it. Until now, it was only limited to selling their licenses and patents so that Intel, Qualcomm, Apple, Mediatek among others they can implement it in their processors.
At the moment, ARM’s initial plans do not go to compete directly with them. The first processor that lies to the market will not be focused on the domestic segment, but to artificial intelligence training data centers.
To carry out this project, ARM has planned to Amperethe chip designer for servers with ARM architecture, which has a CPU with the negligible amount of 512 nuclei. The manufacture of this chip will be in charge, how could it be otherwise, of TSMC and the main client, as we have commented will be the target group.
Will they launch processors for domestic use?
Both Intel and AMD and NVIDIA obtain most of their income from the data centers. The domestic market generates income, but at a much lower level. In addition, ARM is not interested in competing with its customers, so the possibilities that a processor focused on mobile devices and computers are very remote.
Meta is the only big technological company to use data centers with processors with ARM architecture. The rest of the companies continue to trust the AI solutions that both Intel and AMD currently offer, something that could change in the coming years if ARM’s commitment goes well. This news has been very well received by investors, since, after the publication of the Financial Times Arm article, it has risen 6% in the stock market.
