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ARM's stock price seems to be surprisingly uneffected: https://www.google.com/finance/quote/ARM:NASDAQ?sa=X&ved=2ahUKEwjBtbKi-f2BAxXErokEHTUzCYUQ3ecFegQIMhAX h

ARM's stock price seems to be surprisingly uneffected: https://www.google.com/finance/quote/ARM:NASDAQ?sa=X&ved=2ahUKEwjBtbKi-f2BAxXErokEHTUzCYUQ3ecFegQIMhAX https://www.google.com/finance/quote/ARM:NASDAQ?sa=X&ved=2ah...

pedalpete 3y ago
I don't find the surprising. Unseating ARM will take more than just having an available RISC-V chip. It's similar to announcing a Linux OS and expecting Microsoft stock to be affected. It requires manufacturing and adoption in the minimum 100,000s and more likely millions before ARM will probably be affected. Also, everyone one is focusing on how ARM will adapt/capture part of the AI market.
- snvzz 3y ago
  In short, it is only a matter of time.
  - pjmlp 3y ago
    Depends on much one will be waiting for the equivalent of Year of Desktop RISC-V.
    - snvzz 3y ago
      I don't find that very relevant to the investor context, nor the competing with ARM context.
      - pjmlp 3y ago
        It is relevant for the comparison with GNU/Linux being a matter of time.
- RetroTechie 3y ago
  ARM could consider to put a team on designing RISC-V chips. Remember, ARM earns money by licensing IP. RV is an open architecture, but a specific implementation or SoC based on it can be licensed IP just the same (probably is - gpu's etc). And several companies are doing just that. ARM has great expertise in this area. No reason it couldn't be a similar big player in RISC-V world (or at least, hedge their bets). In ARM's shoes, what would you prefer: RISC-V eating your market share, or RISC-V cores designed & licensed by ARM doing so? Not all silicon vendors design their own cores just because they can...
  - snvzz 3y ago
    This is sensible, as demonstrated by MIPS. But ARM hasn't shown signs of intelligence in the executive, for a long time now. Thus, I wouldn't count on it.
dmitrygr 3y ago
> It doesn't have a name yet [...] it's developing a [...] chip in collaboration with Google [...] plans to commercialize the RISC-V based wearables solution globally including the US Count the hedges: - "It doesn't have a name yet". read: "it maybe might possibly consider happening, perhaps" - "it's developing". read: "nowhere near ready, might never be" - "chip in collaboration with Google". read: "LOL. No!. Go ask rockchip how that went for them, twice..." - "plans to". read: "no promises" - "wearables". read: "might sell a few thousand of these" Arm stock would be more affected by my blog than by this non-announcement. My guess is that this is qualcomm's attempt to negotiate with ARM.
snvzz 3y ago
I would argue investors that bought ARM and haven't already sold just aren't the brightest. Yet the market is wild, so who knows. Maybe I'll be proven wrong in my decision (informed by RISC-V) to not touch ARM with a 10ft pole.

pedalpete 3y ago

I don't find the surprising. Unseating ARM will take more than just having an available RISC-V chip. It's similar to announcing a Linux OS and expecting Microsoft stock to be affected. It requires manufacturing and adoption in the minimum 100,000s and more likely millions before ARM will probably be affected. Also, everyone one is focusing on how ARM will adapt/capture part of the AI market.

snvzz 3y ago
In short, it is only a matter of time.
- pjmlp 3y ago
  Depends on much one will be waiting for the equivalent of Year of Desktop RISC-V.
  - snvzz 3y ago
    I don't find that very relevant to the investor context, nor the competing with ARM context.
    - pjmlp 3y ago
      It is relevant for the comparison with GNU/Linux being a matter of time.
RetroTechie 3y ago
ARM could consider to put a team on designing RISC-V chips. Remember, ARM earns money by licensing IP. RV is an open architecture, but a specific implementation or SoC based on it can be licensed IP just the same (probably is - gpu's etc). And several companies are doing just that. ARM has great expertise in this area. No reason it couldn't be a similar big player in RISC-V world (or at least, hedge their bets). In ARM's shoes, what would you prefer: RISC-V eating your market share, or RISC-V cores designed & licensed by ARM doing so? Not all silicon vendors design their own cores just because they can...
- snvzz 3y ago
  This is sensible, as demonstrated by MIPS. But ARM hasn't shown signs of intelligence in the executive, for a long time now. Thus, I wouldn't count on it.

dmitrygr 3y ago

> It doesn't have a name yet [...] it's developing a [...] chip in collaboration with Google [...] plans to commercialize the RISC-V based wearables solution globally including the US Count the hedges: - "It doesn't have a name yet". read: "it maybe might possibly consider happening, perhaps" - "it's developing". read: "nowhere near ready, might never be" - "chip in collaboration with Google". read: "LOL. No!. Go ask rockchip how that went for them, twice..." - "plans to". read: "no promises" - "wearables". read: "might sell a few thousand of these" Arm stock would be more affected by my blog than by this non-announcement. My guess is that this is qualcomm's attempt to negotiate with ARM.

snvzz 3y ago

I would argue investors that bought ARM and haven't already sold just aren't the brightest. Yet the market is wild, so who knows. Maybe I'll be proven wrong in my decision (informed by RISC-V) to not touch ARM with a 10ft pole.