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by leeoniya 1704 days ago
> In-House Armv9?

https://semianalysis.com/the-semiconductor-heist-of-the-cent...

(discussed recently: https://news.ycombinator.com/item?id=28329731)

2 comments

Because ARMv9-A is very new, publicly announced only this year, it does not seem likely that Alibaba could have licensed it from the rogue former ARM subsidiary, but more likely from the parent company.

IIRC, the problems with ARM China started long before the launch of ARMv9-A. Alibaba has certainly received technical information some time before the public announcement, but it is unlikely that any IP would have been transferred to ARM China before that.

>> In-House Armv9?

They meant in house ARMv9 design as in Amazon in house Graviton 2. In reality it is an ARM N2 design. Although likely clocked slightly lower due to TDP usage.

I dont think the ARM China issues has been solved ( And possibly never will be ). So the ARMv9 design is likely coming from ARM UK. Alibaba also operate in SEA and expanding outside of China.