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Interface IP Category to Overtake CPU IP by 2025?

Interface IP Category to Overtake CPU IP by 2025?
by Eric Esteve on 07-09-2020 at 6:00 am

Top 5 Forecast 2020 2024

The Interface Design IP market explodes, growing by 18% in 2019, with $870 million, when CPU IP category grew by 5% at $1,460 million. In fact, Interface IP market is forecasted to sustain high growth rate for the next five years, as calculated by IPnest in the “Interface IP Survey 2015-2019 & Forecast 2020-2024”, to reach $1,800… Read More


Arm Rings the Bell in Supercomputing

Arm Rings the Bell in Supercomputing
by Bernard Murphy on 07-08-2020 at 6:00 am

Fugaku

Late last year I wrote about Arm’s efforts to play a role in servers, in AWS, and particularly Arm-based supercomputing, in the Sandia Astra roadmap and in partnering with NVIDIA who are in the Oak Ridge Summit supercomputer. These steps came, at least for me, with an implicit “Good for them, playing a role on the edges of these challenging… Read More


Tears in the Rain – Arm and China JVs

Tears in the Rain – Arm and China JVs
by Jay Goldberg on 07-03-2020 at 10:00 am

Tears in the Rain – Arm and China JVs

We always warn clients that even in the best of times, Joint Ventures (JVs) in China always end in tears. And we are far from the best of times right now. There is a major example of this playing out right now with Arm China.

Arm’s China JV is, to put it simply, a bit of a mess. The Board has fired the CEO, but he has refused to leave. And owing… Read More


Arm Reinforces the Mobile Fortress

Arm Reinforces the Mobile Fortress
by Bernard Murphy on 06-02-2020 at 6:00 am

Arm Mobile 2020 Announcement

Arm did it again. They continue to press their advantage, most recently with an announcement on their 2020 release of cores for mobile applications, in Cortex-A, in what they now call Cortex-X custom cores, in Mali GPUs and in the next generation of their Ethos neural net core.

Paul Williamson, VP GM of the client line of business,… Read More


Arm Inches Closer to Supercomputing

Arm Inches Closer to Supercomputing
by Bernard Murphy on 12-04-2019 at 6:00 am

Summit supercomputer

When it comes to Arm, we think mostly of phones and the “things” in the IoT. We know they’re in a lot of other places too, such as communications infrastructure but that’s a kind of diffuse image – “yeah, they’re everywhere”. We like easy-to-understand targets: phones, IoT devices, we get those. More recently Arm started to talk about… Read More


Intel vs AMD vs Google vs Amazon vs NUVIA

Intel vs AMD vs Google vs Amazon vs NUVIA
by Daniel Nenni on 11-29-2019 at 6:00 am

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


A No-Fudge ML Architecture for Arm

A No-Fudge ML Architecture for Arm
by Bernard Murphy on 11-12-2019 at 5:00 am

Ethos applications

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


Arm Reveals Custom Instructions, Mbed Partner Governance

Arm Reveals Custom Instructions, Mbed Partner Governance
by Bernard Murphy on 10-30-2019 at 6:00 am

Tipping the scale

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


Safety and Platform-Based Design

Safety and Platform-Based Design
by Bernard Murphy on 10-22-2019 at 5:00 am

Safety infrastructure in platform design

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


Arm Gets More Creative with Licensing

Arm Gets More Creative with Licensing
by Bernard Murphy on 08-01-2019 at 6:00 am

Arm flexible access

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