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Arm is launching its own chip this year with Meta as a customer
ARMArm plc(ARM) TechCrunch·2025-02-13 21:33

Core Insights - Arm, a public semiconductor company majorly owned by SoftBank, will begin manufacturing its own chips this year after securing Meta as a high-profile enterprise customer [1][2] - The initial in-house chip is expected to be a CPU designed for large data center servers and will be customizable for various clients [1] - This marks a significant strategic shift for Arm, which traditionally licenses its chip designs to companies like Apple and Nvidia, potentially turning some existing customers into competitors [2] Company Strategy - The first in-house Arm chip is anticipated to be unveiled as early as this summer [2] - Arm will outsource the production of its chips, indicating a hybrid approach to manufacturing [1] Market Impact - The partnership with Meta signifies a new direction for Arm, as it moves from a licensing model to direct chip production, which could alter competitive dynamics in the semiconductor industry [2]