为了搞芯片，Arm挖了一个老法师

Core Viewpoint - Arm Holdings is expanding its capabilities by hiring Rami Sinno from Amazon to support its plans for developing its own chips, moving beyond just designing and licensing chip architectures [2][3]. Group 1: Company Strategy - Arm has not previously developed its own chips but has focused on designing and selling processor architectures to clients like Apple and Nvidia [2]. - The company announced plans to invest part of its profits into manufacturing its own chips and components, aiming to create smaller, function-specific, and modular chip versions [2][6]. - CEO Rene Haas indicated that Arm is exploring opportunities to expand beyond existing platforms into subsystems, chips, and potential complete terminal solutions [6]. Group 2: Recent Developments - Arm has been enhancing its team focused on complete chip and system development by hiring executives with extensive experience in large-scale system design from companies like HPE, Intel, and Qualcomm [3]. - The company has signed additional computing subsystem licenses with existing clients, including two data center licenses, indicating growth in its licensing business [7]. Group 3: Financial Performance - In the first quarter of 2026, Arm reported a revenue increase of 12% year-over-year, reaching $1.05 billion, although it fell short of analyst expectations [7]. - Royalties from licensing increased by 25% to $585 million, while licensing revenue decreased by 1% to $468 million [7]. - The number of data center customers using Arm-based chips has grown 14 times since 2021, with a total of 70,000 customers reported [7].