Group 1 - ARM is shifting its business model by investing in the development of its own chips, moving away from solely licensing chip design architectures to other companies [2] - The company's quarterly outlook did not meet investor expectations, leading to an approximately 8% drop in stock price during after-hours trading [2] - ARM's CEO, Rene Haas, indicated that the new chips will represent a physical embodiment of the existing product "Compute Subsystem" (CSS) [2] Group 2 - ARM is actively recruiting talent from its clients to build the necessary team for manufacturing small chips and other finished products, indicating competition for projects with clients [3] - The CEO did not disclose when the new strategy would translate into profits or provide specific details about potential new products, but emphasized a focus on various forms including physical chips, circuit boards, or systems [3]