Arm宣布正在自研芯片！

Core Viewpoint - Arm is shifting its strategy from a traditional IP licensing model to developing its own physical chip products, indicating a significant transformation in its business approach [1] Group 1: Strategic Shift - Arm's CEO Rene Haas announced an increase in investment to develop proprietary chip products, moving beyond mere design to directly constructing products such as chips and potential solutions [1] - The new strategy involves Arm actively recruiting talent, including experts from its existing customers, which suggests competition for chip orders with some current clients [1] Group 2: Product Development - Arm plans to launch its first self-developed chip, a CPU aimed at the data center market, as early as this summer, with production outsourced to specialized foundries like TSMC [1] - Major companies such as Meta are expected to be among the first customers for Arm's upcoming CPU [1]