Arm Holdings, is aiming to roll 100 billion Arm devices out in 2025. This initiative is part of a broader strategy to establish Arm as a key player in the rapidly expanding AI chip market, projected to grow from $30 billion in 2024 to over $200 billion by 2032.
Strategically, there is a possibility that the AI chip business could be spun off and integrated under SoftBank once mass production is underway. This move aligns with SoftBank CEO Masayoshi Son’s vision of transforming SoftBank into an AI powerhouse. Son has earmarked a $64 billion investment to drive innovations across various sectors, including data centers, robotics, and power generation.
Arm’s strategy includes providing ready-for-manufacturing blueprints, a departure from their previous approach of offering abstract designs. This shift aims to expedite the development process for their partners, such as Samsung and TSMC. Samsung is already collaborating with Arm on 3nm process technology to meet the growing demand for generative AI in mobile devices.
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