➀ STH explains its choice of AMD EPYC over Arm in 2025 infrastructure, citing Arm's challenges in enterprise adoption, including installed base compatibility, hardware limitations, and insufficient software support;

➁ Power efficiency gains from Arm are now minimal compared to AMD/Intel x86 CPUs, especially with AI GPU servers dominating power consumption (e.g., AMD Instinct MI325X at 1kW/accelerator);

➂ Enterprise Arm adoption faces hardware scarcity and vendor neglect: NVIDIA Grace CPUs are outdated for general workloads, while major vendors like Dell/HPE offer limited Arm options (e.g., HPE ProLiant RL300 Gen11's market failure).

➀ Arm's Q1 2026 revenue reached $1.05 billion, with royalty revenue up 25% year-over-year to $585 million, while licensing revenue dipped slightly to $468 million;

➁ Over 70,000 enterprises now use Arm Neoverse chips for AI workloads in data centers, powering platforms like NVIDIA Grace and AWS Graviton, with Arm projecting nearly 50% market share among hyperscalers this year;

➂ Arm launched Zena CSS, a compute subsystem for AI-driven automotive applications, accelerating vehicle development timelines by at least one year, with adoption by Tesla, Mercedes-Benz, and other major automakers.

➀ Codasip, a RISC-V architecture developer, is actively seeking buyers for either the entire company or specific divisions, aiming to finalize the sale within three months starting from July 1st;

➁ The company highlights €119 million in pending EU and national grants/equity funding, with potential follow-on phases totaling €210 million and additional consortium-backed financing up to €51 million;

➂ With annual revenues around $89 million and a workforce dominated by hardware (57%) and software (30%) engineers, Codasip faces challenges in disrupting entrenched CPU architectures like x86 and ARM in competitive markets.

➀ The Q1 2025 server market reached a record $95.2 billion, a 134.1% year-over-year increase, with full-year 2025 projections at $366 billion.

➁ Servers with embedded GPUs grew 46.7% YoY, accounting for nearly 50% of market value, driven by adoption from hyperscalers and cloud providers.

➂ Arm-based servers surged 70% YoY, capturing 21.1% of shipments, fueled by AI advancements requiring significantly increased processing capacity for inferencing.

➀ Xsight Labs introduced its E1 DPU featuring up to 64 Arm Neoverse N2 cores, dual 400Gbps networking interfaces, and 32 PCIe Gen5 lanes;

➁ The DPU integrates DDR5 memory, hardware accelerators for crypto and NVMe-oF, and supports flexible deployment models like NVMe SSD aggregation and storage offloading;

➂ It competes with NVIDIA BlueField-3 DPU by offering Arm SystemReady-certified Linux compatibility and scalability for cloud data centers.

➀ Qualcomm is reportedly testing the next-gen Snapdragon X2 Elite SoC with 18 Oryon V3 CPU cores and up to 64GB RAM, a 50% increase from its predecessor;

➁ The chip aims to compete with AMD and Intel's AI-enhanced laptop processors, with rumors suggesting potential desktop/server market expansion using advanced cooling solutions;

➂ Official announcements are expected at Snapdragon Summit 2025 in September, alongside new Windows-on-Arm device designs from partners.

➀ ASRock Rack demonstrated the AMPONEMD12DNO motherboard for AmpereOne M Arm servers at Computex 2025;

➁ The OCP M-DNO Type 2 motherboard features 12 DDR5 DIMM slots, PCIe Gen5 x16 connectors, and supports expandability with OCP NIC 3.0 and DC-SCM modules;

➂ The early-stage board highlights Ampere's upcoming focus on 16-channel memory platforms for enhanced server performance.

➀ ASPEED unveiled its next-gen AST2700 BMC at Computex 2025, featuring upgraded quad Arm Cortex-A35 and dual Cortex-M4 cores for enhanced server management capabilities;

➁ The BMC integrates new 1Gbps LTPI interface, PCIe Gen4, DDR5 support, and Caliptra-based silicon root of trust security;

➂ Shown earlier than expected on Pegatron's OCP DC-SCM 2.1 module, it aims to counter emerging BMC competitors like Axiado with higher performance and integration.

➀ Ed proposes a £20 million UK government prize for developing reconfigurable AI chip prototypes to address AI progress bottlenecks;

➁ The UK leverages Arm’s low-power design expertise, university photonics, packaging technologies, and phase-change materials research;

➂ HMG plans funding for a collaborative research hub, imec access, and manufacturing partnerships, with Ed positioning himself in profit-generating oversight roles.

➀ Xiaomi's XRing 01 SoC features a 10-core Arm CPU and 16-core Mali G925 GPU, built on TSMC's 3nm process;

➁ Early benchmarks show performance close to MediaTek's Dimensity 9400, with a 33% GPU core advantage;

➂ Chinese smartphone makers accelerate in-house chip development amid U.S. restrictions and cost-control efforts.

➀ In 1998, ARM's founding CEO Sir Robin Saxby highlighted the company's emergence as a global processor standard, with licensees shipping over 15 million devices in the first half of the year, driven by mobile phones and multimedia applications;

➀ ARM's revenue primarily came from licensing, development boards, and consulting, with royalties accounting for only 9% of its $18.6M H1 1998 revenue;

➂ The company emphasized repeat licensing deals, collaboration with Intel on StrongARM for embedded applications, and upcoming ARM10 processor details to be unveiled at the Microprocessor Forum.

➀ Arm reported record fiscal Q4 (calendar Q1) revenue of $1.24 billion, surpassing $1 billion for the first time, with royalties exceeding $600 million;

➁ Full-year revenue exceeded $4 billion, with over $2 billion from royalties, driven by higher per-chip royalties in smartphones and AI adoption in data centers and edge computing;

➂ Arm forecasts $1–1.1 billion in fiscal Q1 sales and projects Arm-based chips to comprise nearly 50% of new server chips for hyperscalers in 2024, fueled by AI workloads migrating to the edge.

➀ Ampere launches AmpereOne M Arm server CPUs with 12-channel DDR5 memory, enhancing memory bandwidth for enterprise servers;

➁ The new CPUs feature up to 192 cores and DDR5-5600 support, but lag behind AMD EPYC Turin and Intel Xeon 6900P in memory speed;

➂ Released amid Softbank's acquisition of Ampere, the platform lacks immediate customer/partner announcements, raising questions about market adoption.

➀ Microsoft will unveil compact 12-inch Surface Pro 11 and 13-inch Surface Laptop 7 with Qualcomm Snapdragon X Plus chips at its May 6th event;

➁ Both devices feature UFS storage (up to 512GB), 16GB LPDDR5x RAM, and limited ports without bundled chargers;

➂ Specs differ from existing models with smaller displays, lower refresh rates, and ARM-based architecture targeting mobile productivity.

➀ Over 250 billion Arm chips have been shipped since 1985, powering devices from handhelds to datacenters;

➁ ARM1's 3μm/6,000-gate RISC design pioneered energy efficiency through resource constraints, evolving to 3nm/100M+ gates today;

➂ While maintaining dominance in mobile and expanding to AI/datacenters, Arm faces challenges from RISC-V and China's semiconductor ambitions.

➀ Qualcomm has filed a countersuit against Arm for hearing in Q1 2026.

➁ Qualcomm claims Arm has breached the contract by misrepresenting the relationship with its customers and not delivering IP.

➂ Qualcomm also accuses Arm of interfering with its business and not licensing IP at reasonable prices.

➀ Arm has agreed to sell its Artisan physical IP unit to Cadence;

➁ The deal includes engineering team, standard cell libraries, memory compilers, and GPIOs;

➂ Arm bought Artisan in 2004 for $900 million to enhance accessibility of its processor IP.

➀ A prototype for an E-Bike terminal has been developed at the Hochschule Karlsruhe (HKA) as part of a project aiming for sustainable mobility;

➁ The terminal is constructed primarily from renewable resources (wood) and is designed to be replicable in other locations;

➂ The project includes a solar power system to charge the E-bikes and features social components such as a meeting point for students and staff.

➀ This study explores the development of chitosan-silanized hexagonal boron nitride (hBN) nanocomposite films;

➁ It focuses on their structural, mechanical, and barrier properties;

➂ The research aims to enhance the performance of biodegradable polymer films, overcoming limitations of chitosan.

➀ MinebeaMitsumi has announced a tender offer to acquire thermistor specialist Shibaura Electronics to save it from a hostile takeover bid from Taiwan's Yageo Corp.;

➁ Shibaura Electronics, with a 13.5% world market share in thermistors, is a key player in vehicles, wind turbines, and industrial robots;

➂ Yageo Corp. plans to make a takeover bid on May 7th, offering $29 per share, but MinebeaMitsumi is offering $31 per share, totaling $485 million for the company.