Arm Changes Business Model – OEM Partners Must Directly License from Arm

semianalysis.com

85 points·retskrad··10 comments

> This is going to accelerate RISC-V roadmaps rapidly.

So that's some good news right here

Yeah and it’s also going to be the year of the Linux desktop.

riscv64gc-apple-darwin perhaps won't just be a dream!

Maybe you're joking but Apple has no reason to get off ARM, ever. They have a perpetual license. It's essentially their architecture.

When everybody else would invest in risc-V, things might change.

I'm getting Commodore vibes from ARM's mismanagement.

If only ARM had as customers two or three companies that were worth 1T+ dollars that they could count on…

We need the RISC-V equivalent of the SID chip.

This seems like a huge shakeup. And it's not just Qualcomm who'd be impacted. What's the rationale for this move?

> Furthermore, Qualcomm claims that Arm is telling the OEMs that semiconductor manufacturers will not be able to provide other elements of their Arm-based SOCs that Arm also offers as a licensed product. This includes GPUs, NPUs, and ISP.

Softbank is trying to IPO ARM - see https://www.bloomberg.com/news/articles/2022-03-24/softbank-... or https://www.reuters.com/breakingviews/best-destination-softb...

And it's notable that their target of 60$ billion is aspirational - but even that is in a sense shockingly low considering how much all the various players in their market rely on them. Apple has a 2500 $ billion market cap; TSMC 320 $ billion; qualcomm 132 $ billion; nvidia 336 $ billion.

In that context, it makes sense they're trying to improve their negotiating position to increase the promise of higher future income. Gotta pump that IPO value somehow...

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