The keynote by Masayoshi Son, CEO of SoftBank, answered two very important questions:
“The Internet of Things explosion is coming. If the Cambrian Explosion happened, so too will the Internet of Things explosion happen.”
Masayoshi used IoT and the Cambrian explosion as an example. As animal senses evolved, the animals with the most developed senses (sight, smell, hearing, taste, etc…) had no problem eating while the other animals were eaten. IoT is the same principle, as chip senses evolve machine intelligence will exceed the collective human intelligence (singularity). So as a chip designer you have to ask yourself: Do you want to eat or be eaten?
Why ARM? Because the semiconductor industry will ship more than 15 billion ARM enabled chips this year which represents a 20% YoY growth. That’s why.
Will ARM stay independent? Absolutely. This is what I was told by ARM after the acquisition was announced and Masayoshi expanded on that during his keynote. The business model will not change. The ecosystem will not change. ARM resources will be freed up and increased for more aggressive R&D and deeper partnerships.
Bottom line: ARM will no longer have to operate quarter-to-quarter to appease Wall Street.
After the keynote there was a Q&A with Simon Segar where Masayoshi talked about is $100B vision. Here is an edited version from VB:
SoftBank CEO Masayoshi Son explains why a $100 billion fund isn't enough | VentureBeat | Business | by Dean Takahashi
ARM also announced two new cores (Cortex-M33 and Cortex-M23 ) with embedded security (ARM TrustZone). According to Masayoshi IoT will not scale without security.
A funny side note is that Intel took the ARM TechCon opportunity to formally announce a competing chip (E3900 Series) using their Atom SoC core. By funny I mean sad because Intel has no ecosystem to support it.
More later.......
D.A.N.
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- Why did SoftBank Acquire ARM?
- Will ARM stay independent?
“The Internet of Things explosion is coming. If the Cambrian Explosion happened, so too will the Internet of Things explosion happen.”
Masayoshi used IoT and the Cambrian explosion as an example. As animal senses evolved, the animals with the most developed senses (sight, smell, hearing, taste, etc…) had no problem eating while the other animals were eaten. IoT is the same principle, as chip senses evolve machine intelligence will exceed the collective human intelligence (singularity). So as a chip designer you have to ask yourself: Do you want to eat or be eaten?
Why ARM? Because the semiconductor industry will ship more than 15 billion ARM enabled chips this year which represents a 20% YoY growth. That’s why.
Will ARM stay independent? Absolutely. This is what I was told by ARM after the acquisition was announced and Masayoshi expanded on that during his keynote. The business model will not change. The ecosystem will not change. ARM resources will be freed up and increased for more aggressive R&D and deeper partnerships.
Bottom line: ARM will no longer have to operate quarter-to-quarter to appease Wall Street.
After the keynote there was a Q&A with Simon Segar where Masayoshi talked about is $100B vision. Here is an edited version from VB:
SoftBank CEO Masayoshi Son explains why a $100 billion fund isn't enough | VentureBeat | Business | by Dean Takahashi
ARM also announced two new cores (Cortex-M33 and Cortex-M23 ) with embedded security (ARM TrustZone). According to Masayoshi IoT will not scale without security.
A funny side note is that Intel took the ARM TechCon opportunity to formally announce a competing chip (E3900 Series) using their Atom SoC core. By funny I mean sad because Intel has no ecosystem to support it.
More later.......
D.A.N.
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View attachment 18457
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View attachment 18459
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