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by dijit 34 days ago
ARM is:

1) An ISA licensor, with no capability to create its own CPUs

and

2) Owned by Softbank in Japan, not European

3 comments

They are pivoting to become a fabless chip company as of last year (the decision happened a few years back): https://www.wired.com/story/chip-design-firm-arm-is-making-i...

I'd also argue that while Softbank has capital ownership of the company, the leadership structure and how that capital is allocated is still done within the UK with standard board oversight. I know a few of the leadership team personally, and they have a wide remit, almost more so than a public company might do.

Is 1) accurate with ARM creating their own CPUs directly? https://www.cnbc.com/amp/2026/03/24/arm-launches-its-own-cpu...
ARM design IP blocks, they can make their own CPU (and now they are making one), eevn though that means competing with your customers.
They still don‘t fab them though, AFAIK they go through TSMC.
There are literally only 2 "fabfull" processor companies (Intel and Samsung) so you're saying something completely meaningless.
Actually there are more if you count the ones which are not at the cutting edge but your point still stands, most high-end silicon companies only do design.
And where does TMSC go for the machines it uses to produce these chips?