When a Platform Provider Becomes a Competitor: Why Arm’s Silicon Strategy Changes the Incentives

When a Platform Provider Becomes a Competitor: Why Arm’s Silicon Strategy Changes the Incentives
by Admin on 04-07-2026 at 10:00 am

SemiWiki

Marc Evans, Director of Business Development & Marketing, Andes Technology USA

I work at a RISC-V IP company, and I genuinely root for Arm — probably more than most people in my position would admit. Not because I’m confused about who competes with whom, but because Arm’s best move for their shareholders is also… Read More