[Varloom]

Softbank are dumping their shares in ARM while at peak valuation, before RISC-V eats its market share (they saw it coming, that's why they are rushing to IPO before rise of RISC-V).

Most big ARM clients are dumping ARM for RISC-V.

Including, Qualcomm:

https://arstechnica.com/gadgets/2023/08/qualcomm-one-of-arms...

Google (Converting whole Android system to support RISC-V):

https://arstechnica.com/gadgets/2023/01/google-announces-off...

And Samsung :

https://research.samsung.com/news/Samsung-Electronics-Partic...

When you want to invest look for the underdog, not a company that has it's market share ready to be eaten alive by RISC-V in the coming 5-10 years.

[janc_]

Not dumping ARM, but certainly moving away from being ARM-only, so ARM's share of the market will drop...