Is Arm gonna start making and selling its own processors? We're gonna go with no
The key point being that these are limited samples of completed chips just for engineers so that they can test their software works as expected on Arm's latest architectures and technologies. Senior staff at Arm we've spoken to previously have openly detailed the availability of this test silicon, and said Arm simply isn't interested getting into making and selling chips by itself. It just doesn't make a lot of sense to them, business wise and strategically.
We've heard of one prominent Arm licensee that selects a specific cache hierarchy to save money, as it reduces the processor die size, which shaves off performance, leaving some at Arm frustrated that their technology isn't getting a full and proper opportunity to perform at its best. The high-end Arm-designed processor sample reported on this month is hoped to make a point to current and future licensees that Arm's blueprints can perform well, if done right.
It's quite obvious to us that Arm is working on silicon that's more akin to a reference design than a product it expects to sell by itself to device makers, otherwise the company is putting at risk its long-standing position as a neutral provider of technology, or the “Switzerland of the processor industry” as itIndeed, there are, we're assured, no plans to sell or license the samples. Arm declined to comment on the matter. Its representatives said the business is in a quiet period.
If Arm did make its own line of completed chips, the strategy might be compared to Microsoft’s decision to start building and selling its owndevices, effectively competing with the OEM system builders that licence Windows for their hardware.
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