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ARM is: 1) An ISA licensor, with no capability to create its own CPUs and 2) Owned by Softbank in Japan, not European
by dijit 5mo ago
ARM is:
1) An ISA licensor, with no capability to create its own CPUs
and
2) Owned by Softbank in Japan, not European
- shaokind 5mo agoIs 1) accurate with ARM creating their own CPUs directly? https://www.cnbc.com/amp/2026/03/24/arm-launches-its-own-cpu-with-meta-as-first-customer.html https://www.cnbc.com/amp/2026/03/24/arm-launches-its-own-cpu...
- Aromasin 5mo agoThey are pivoting to become a fabless chip company as of last year (the decision happened a few years back): https://www.wired.com/story/chip-design-firm-arm-is-making-its-own-ai-cpu/ https://www.wired.com/story/chip-design-firm-arm-is-making-i... I'd also argue that while Softbank has capital ownership of the company, the leadership structure and how that capital is allocated is still done within the UK with standard board oversight. I know a few of the leadership team personally, and they have a wide remit, almost more so than a public company might do.
- dadoum 5mo agoARM design IP blocks, they can make their own CPU (and now they are making one), eevn though that means competing with your customers.
- wvbdmp 5mo agoThey still don‘t fab them though, AFAIK they go through TSMC.
- gehsty 5mo agoAnd where does TMSC go for the machines it uses to produce these chips?
- mathisfun123 5mo agoThere are literally only 2 "fabfull" processor companies (Intel and Samsung) so you're saying something completely meaningless.
- dadoum 5mo agoActually there are more if you count the ones which are not at the cutting edge but your point still stands, most high-end silicon companies only do design.