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Softbank are dumping their shares in ARM while at peak valuation, before RISC-V eats its market share (they saw it coming, that's why they are rushing to IPO be
by Varloom 3y ago
Softbank are dumping their shares in ARM while at peak valuation, before RISC-V eats its market share (they saw it coming, that's why they are rushing to IPO before rise of RISC-V).
Most big ARM clients are dumping ARM for RISC-V.
Including, Qualcomm:
https://arstechnica.com/gadgets/2023/08/qualcomm-one-of-arms-biggest-customers-starts-a-risc-v-joint-venture/ https://arstechnica.com/gadgets/2023/08/qualcomm-one-of-arms...
Google (Converting whole Android system to support RISC-V):
https://arstechnica.com/gadgets/2023/01/google-announces-official-android-support-for-risc-v/ https://arstechnica.com/gadgets/2023/01/google-announces-off...
And Samsung :
https://research.samsung.com/news/Samsung-Electronics-Participates-in-RISE-an-Open-Source-Project-for-Enabling-Software-Ecosystem-of-RISC-V https://research.samsung.com/news/Samsung-Electronics-Partic...
When you want to invest look for the underdog, not a company that has it's market share ready to be eaten alive by RISC-V in the coming 5-10 years.
- deleted 3y ago[deleted]
- janc_ 3y agoNot dumping ARM, but certainly moving away from being ARM-only, so ARM's share of the market will drop...