Recent #Arm news in the semiconductor industry

3 months ago

➀ Lois Rossmann, a renowned RepairTuber, expresses disappointment with Brother's shift towards becoming an 'anti-consumer printer company';

➁ Brother's recent firmware updates have disabled third-party toner and prevented color registration functionality on color devices;

➂ Older firmware versions are being removed from support portals, making it difficult for users to roll back updates.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHPCInfineonLaptopLinuxMicrochipPCIePrivacyRaspberry PiSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
3 months ago

➀ MikroTik has introduced a new device, the RDS2216, which combines a U.2 NAS, a 100GbE, 25GbE, and 10GbE switch, and a lightweight Arm server into a single 1U machine.

➁ The device features 20x U.2 NVMe drives and a variety of networking options including 100GbE, 25GbE, and 10GbE ports.

➂ It is powered by a Marvell 98DX4310 chip and an Annapurna Labs (part of Amazon) 16-core Arm CPU.

ArmMarvellNetworkingserverstorage
4 months ago

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.

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.

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.

ArmCompetitionserver CPU
4 months ago

➀ Arm's fiscal third quarter revenue increased by 19% year-on-year to $983 million;

➁ The company forecasted its revenue for fiscal year 2024 to be between $3.94 billion and $4.04 billion;

➂ Revenue for the current quarter, fiscal fourth quarter, is expected to be between $1.18 billion and $1.28 billion.

ArmRevenue半导体
4 months ago
➀ Geekbench 6.4 has been released, featuring support for upcoming CPUs and better support for RISC-V and Arm processors.; ➁ The new version includes support for RISC-V Vector Extensions and improved support for Arm Scalable Matrix Extensions.; ➂ The benchmark now reports the instruction set usage and enhances CPU topology detection, particularly on Linux systems with ARM and RISC-V processors.
ArmGeekbenchRISC-V
5 months ago
➀ The System76 Thelio Astra achieves a world record in Cinebench 2024 with a 128-core Ampere Altra Max CPU; ➁ The system, designed for automotive software developers, starts at $3,299 and goes up to nearly $25,000; ➂ Despite its performance, the system faces limitations with PCIe 4.0, DDR4, and single-core performance.
ArmLinuxNVIDIAPCSoftware Developmentcpugaming
5 months ago
➀ Softbank plans to challenge Nvidia with its Izanagi AI processor project, which could attract an investment of $100 billion; ➁ Prototypes of the Izanagi processors are expected in summer 2025, with mass production set for 2026; ➂ Arm and Graphcore are central to the chip design, with Arm aiming to move up the value chain; ➃ The involvement of hyperscalers could raise the funding to hundreds of billions; ➄ Softbank CEO Masayoshi Son has discussed the project with OpenAI and made a tender offer to OpenAI employees.
AIArmChipGraphcoreNVIDIASoftbank
5 months ago
➀ Qualcomm has won a legal battle against Arm Holdings, with the jury concluding that it did not violate its architecture license agreement and technology license agreement by acquiring Nuvia and using its IP in Snapdragon X processors. ➁ The jury was unable to decide whether Nuvia, which was acquired by Qualcomm, violated its licensing terms with Arm. ➂ The decision leaves open the possibility of a retrial or further negotiations.
AMDArmCPUsIntelLegal BattlePC ComponentsQualcomm
5 months ago
➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.
2nm3D IC3nmAIAI ChipAI PCAMDArmAsusCXLChipletCoolingDDR4DRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonIntelLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSSDSoftwareSwitchTIXeonautomotivecpucybersecurityddr5iosmemorymonitorsemiconductorserver
5 months ago
➀ Qualcomm CEO Cristiano Amon testified in court that buying Nuvia for $1.4 billion could save $1.4 billion a year in payments to Arm. Amon believed using Nuvia's cores for PC processors would save on Arm payments due to expected high revenues in the PC market. ➁ Arm claims in court that Qualcomm must destroy Nuvia's designs due to lack of consent for transferring Nuvia's licenses to Qualcomm. ➂ Amon said he initially tried to persuade Nuvia to create computing cores for Qualcomm but decided to acquire Nuvia when they refused.
AcquisitionArmQualcommsemiconductor