<p>➀ Arm, the UK-based semiconductor IP giant under Softbank Group, is planning to shift its business focus from IP supplier to chip development, with its first internally developed chip set to be launched this summer Meta, an American tech giant, will be one of its first customers.</p><p>➁ Arm is rumored to be competing with its major customers, Qualcomm and NVIDIA. Arm is developing a data center server CPU that can be customized for clients like Meta, with production outsourced to manufacturers like TSMC.</p><p>➃ Arm has already started to compete with Qualcomm for orders. Qualcomm had negotiated with Meta to provide a data center CPU based on the Arm architecture, but Arm has won at least some of the business.</p>