Arm has long held a unique position in the field of chip technology, earning the moniker "Switzerland of chip technology companies." It has extensive customer cooperation with numerous tech giants, including Apple, Google, NVIDIA, Amazon, Microsoft, Qualcomm, and Intel.

Traditionally, Arm has licensed its technology and more complex core designs to customers, enabling them to develop arm’s chips. However, Arm is now developing its own in-house chips, a strategic shift that could potentially create competition with many of its customers. The company's first in-house chip is expected to debut as early as this summer. According to the Financial Times, Arm's chip is likely to be a large-scale data center server CPU, with customization options available for different clients. In terms of production, Arm will outsource manufacturing, with TSMC (Taiwan Semiconductor Manufacturing Company) being a likely partner.

Meta has become one of the first customers for Arm's in-house chips, and the news has led to a 6% increase in Arm's stock price. It is worth noting that Meta has invested heavily in artificial intelligence development, with a capital expenditure of $65 billion in this area this year, most of which is spent on systems based on NVIDIA. However, Meta has also indicated that it is developing its own chips internally.

Arm's history is full of interesting stories. In 2020, NVIDIA attempted to acquire Arm from SoftBank for $40 billion. However, due to Arm's critical position in the chip market, the deal was blocked by regulatory authorities. Eventually, Arm successfully went public in 2023, with a current market value exceeding $173 billion.

In the era of rapid AI development, Arm is seen as a key driver for AI systems. Its stock price has risen nearly 29% in 2025. Arm is also a technology partner of the "Stargate" project, which plans to invest up to $500 billion to build AI infrastructure for OpenAI. Masayoshi Son, the founder of SoftBank, Arm's largest shareholder, has positioned Arm at the center of expanding AI infrastructure. The launch of Arm's in-house chips is part of his plan to enter AI chip production. Additionally, SoftBank's acquisition of Ampere, a chip designer supported by Oracle, for nearly $6.5 billion is of significant importance to Arm's in-house chip manufacturing plan.

From a market competition perspective, Arm's entry into in-house chip development could bring new uncertainties to the entire chip market. On one hand, its confidence in its own technology has driven this move, which may not only meet its own needs but also offer new options for customers. On the other hand, it will need to rebalance its existing customer relationships. Finding the right balance between competition and cooperation will be a major challenge for Arm in the future. For the entire chip industry, if Arm's in-house chips perform well in terms of performance, power consumption, and customization, they could influence the layout and development of related chip products and prompt other chip companies to make corresponding strategic adjustments.

Conevo electronic IC Parts

Conevo is an independent distributor that specializes in semiconductors for electronic components. We provide a comprehensive array of integrated circuit (IC) resources and a complete supply chain to fulfill the requirements of your electronics projects. Below, we present some recent trending IC components. For further information, please do not hesitate to contact us or click to view more details.

● The Lattice’s LC4064V-5T44I is a field-programmable gate array (FPGA) chip designed for versatile applications, featuring a 4,064 logic cell capacity, a 5th-generation architecture, and a 44-pin TQFP package, suitable for low-power, high-performance embedded systems and consumer electronics.

● The AMD XC7A35T-2FGG484I is a high-performance FPGA from the Artix-7 series, featuring 33,280 logic cells, 250 I/Os, and a 484-pin BGA package. It supports high-speed serial connectivity, integrated DSP slices, and a user-configurable analog interface (XADC) for temperature and power monitoring.

● The Intel EP2C35F484C7 is a Cyclone II series Field Programmable Gate Array (FPGA) featuring 33,216 logic elements, 322 I/Os, and a 484-pin FBGA package, designed for high-density and low-cost applications with a maximum operating frequency of 450 MHz.

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