ARM was my first investment back in 2008.

k00b

To me the big news here isn't that it's about *server* chips but more that they're going to take on full on chip design at all

Arstechnica only briefly mentions it at the end

> Under Haas, who became chief executive in 2022, Arm’s business model began to evolve, with a focus on driving higher royalties from customers as the company designs more of the building blocks needed to make a chip.

> Going a step further by building and selling its own complete chip is a bold move by Haas 

idk why. Maybe because the word "server" makes investors salivate. Or maybe because to normies the difference between specifications, ip on building blocks and chip design are only fugazi. Idk

zuspotirko

Bell_curve

Meta will be one of Arm's first customers.

Arm plans to launch its own chip this year after securing Meta as one of its first customers, in a radical change to the SoftBank-owned group’s business model of licensing its blueprints to the likes of Apple and Nvidia.

Rene Haas, Arm’s chief executive, will unveil the first chip that it has made in-house as early as this summer, according to people familiar with the UK-based group’s plans.

The move from designing the basic building blocks of a chip to making its own complete processor could also upend the balance of power in the $700 billion semiconductor industry, putting Arm into competition with some of its biggest customers.

Arm shares jumped more than 6 percent after the Financial Times reported on the group’s plans.

Stacker_Stocks

> **Meta will be one of Arm's first customers.**
>
> ![](https://m.stacker.news/77649)
>
> Arm plans to launch its own chip this year after securing Meta as one of its first customers, in a radical change to the SoftBank-owned group’s business model of licensing its blueprints to the likes of Apple and Nvidia.
>
> Rene Haas, Arm’s chief executive, will unveil the first chip that it has made in-house as early as this summer, according to people familiar with the UK-based group’s plans.
>
> The move from designing the basic building blocks of a chip to making its own complete processor could also upend the balance of power in the $700 billion semiconductor industry, putting Arm into competition with some of its biggest customers.
>
> Arm shares jumped more than 6 percent after the Financial Times reported on the group’s plans.
>
> **[...read more at arstechnica.com](https://arstechnica.com/gadgets/2025/02/arm-to-start-making-server-cpus-in-house/)**