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(2) is untrue. Most players use ARM core designs, not just the instruction set. Qualcomm used to make their own (back in 2014 or so) but hasn't since. Samsung

by uluyol 5y ago

(2) is untrue. Most players use ARM core designs, not just the instruction set. Qualcomm used to make their own (back in 2014 or so) but hasn't since. Samsung tried after and quit in 2019. The cloud cores are all standard ARM designs (neoverse).

Nokinside 5y ago
They have bought architecture licenses that allow them full control. They can still buy and use ARM core IP if they want.
- uluyol 5y ago
  Sure, but allow and use are different things.
- zibzab 5y ago
  Not "full controll". They need to meet a ton of requirements towards ARM. And many of these "completely resigned" CPUs are nothing more than small (but important) adjustments of the pipeline and memory subsystem.
chasil 5y ago
More importantly, both Apple and Fujitsu use custom designs. Fujitsu has the fastest-ranked supercomputer with their custom ARM, and Apple felt confident enough in their M1 ARM to evict Intel.
- uluyol 5y ago
  I'm not claiming that all ARM licensees use ARM cores. Rather, if ARM stopped offering competitive core designs (or limited them to just Nvidia), it would have a big impact on the ecosystem. A few players doing otherwise doesn't change that, regardless of how well they execute.