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From: Retrograde <fungus@amongus.com.invalid>
Subject: Re: Arm Ltd Making Chips Now
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Date: 16 Feb 2025 16:35:26 GMT
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On 2025-02-14, Lawrence D'Oliveiro <ldo@nz.invalid> wrote:
> Up to now, Arm (the company) has never made chips, only chip designs
> (and designs for chip components) that it has licensed to other
> companies. This model has been spectacularly successful, making ARM
> (the architecture) the most successful computer architecture ever,
> shipping more chips per year than the entire population of the Earth.
>
> Now they want to move away from that model, and start making chips
> themselves. In effect, they are now competing with some of their own
> customers. Will this, and other slightly worrying moves from the
> company, make some licensees think twice about being so committed to
> ARM, and start looking to other more freely-licensed alternatives,
> like RISC-V? Will this, if not kill the goose that laid the golden
> egg, at least severely clip its wings?
>

I don't know if this is a good idea or a bad one, but was just thinking
it's like Intel went full-speed down a very long, dead end street and
are now in serious jeopardy.  ARM in the server room is a big deal.

At work I'm conscious that 90% of what I do can be done on a low-powered
Android tablet requiring an occasional charge, but perfectly usable on a
plane, or with a battery pack etc.  But that one stupid Windows app
requires I lug around a heavy laptop/charger, and run a Win10/Intel
machine that lasts <3 hours on a charge while running hot.

Ask me which one I'd rather travel with. Go ARM, go!