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Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More
At TechCon I had a 1×1 with Steve Roddy, VP of product marketing in the Machine Learning (ML) Group at Arm. I wanted to learn more about their ML direction since I previously felt that, amid a sea of special ML architectures from everyone else, they were somewhat fudging their position in this space. What I heard earlier was that… Read More
At TechCon Arm announced two more advances against competitive threats, one arguably tactical and the other strategic, at least in this writer’s view. The tactical move was to add support for custom instructions, the ability to collapse multiple instructions into a single instruction through customer-added logic which hooks… Read More
I was at Arm TechCon as usual this year and one of the first panels I covered was close to the kickoff, hosted by Andrew Hopkins (Dir System Technology at Arm), Kurt Shuler (VP marketing at Arteris IP) and Jens Benndorf (Managing Dir and COO at Dream Chip Technologies). The topic was implementing ISO 26262-compliant AI SoCs with Arm… Read More
Without a doubt, RISC-V is generating a lot of buzz and I’m sure a lot of new designs, especially in spaces that are super-cost competitive or demand added differentiation in the processor. I doubt this is having meaningful impact on Arm business, in $$ rather than press. It takes a long time to replace an ecosystem of that size and … Read More
Arm is a machine. They crank out new products in a wide range of categories, Project Trillium for AI, Neoverse for infrastructure, their Automotive Enhanced line and the Pelion IoT platform. And in each they have a regular beat of new product introductions following roadmaps they have already laid out. Not that you’d expect any … Read More
Arm announced their Neoverse plans not long ago at TechCon 2018. Neoverse is a brand, launched by Arm, to provide the foundations for cloud to edge infrastructure in support of their vision of a trillion edge devices. To a cynic this might sound like marketing hype. Sure, they’re widely used in communications infrastructure and… Read More
From our book “Mobile Unleashed”, this is the semiconductor history of Apple computer:
Observed in hindsight after the iPhone, the distant struggles of Apple in 1997 seem strange, almost hard to fathom. Had it not been for the shrewd investment in ARM, Apple may have lacked the cash needed to survive its crisis. However,… Read More
In all the enthusiasm around machine learning (ML) and intelligent vision, we tend to forget the front-end of this process. The image captured on a CCD camera goes through some very sophisticated image processing before ML even gets to work on it. The devices/IPs that do this are called image signal processors (ISPs). You might … Read More
Since I talked recently about AWS adding access to Arm-based server instances in their cloud offering, I thought it would be interesting to look further into other Arm-based server solutions. I had a meeting with Ampere Computing at Arm TechCon. They offer server devices and are worth closer examination as a player in this game.… Read More
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