Core Insights - The number of customers using Arm's architecture chips in data centers has increased 14 times since 2021, reaching 70,000 customers [1] - Under the leadership of CEO Rene Haas, Arm has been actively expanding its business into the PC market and has made significant progress in data center chip architecture sales [1] - A substantial portion of the growth in Arm's data center business is driven by AI [1] - The number of startups using Arm chips has surged 12 times since 2021 [1]

Core Viewpoint - The article emphasizes the urgent need for technological autonomy in the semiconductor industry, particularly in light of the PACMAN vulnerability that exposes significant risks in data security and reliance on ARM architecture [2][3][5]. Group 1: PACMAN Vulnerability - The PACMAN vulnerability undermines the core protective mechanisms of ARM architecture, allowing attackers to bypass security measures and gain control over systems without triggering alarms [3][6]. - The vulnerability affects widely used chips in smartphones, data centers, and industrial control systems, posing threats to personal privacy and national infrastructure [3][5]. - ARM's unique business model complicates the situation, as the majority of domestic market chips are based on ARM architecture, which is vulnerable to exploitation [5][6]. Group 2: Challenges of ARM Architecture - ARM's "black box" architecture means that hardware-level design flaws cannot be patched and require hardware replacement, increasing the risk of exploitation [6]. - The lengthy response time to vulnerabilities allows hackers to exploit weaknesses, while undisclosed debugging interfaces may serve as hidden backdoors for data theft [6]. Group 3: Solutions for Technological Autonomy - The industry must focus on three dimensions to overcome the challenges posed by ARM: 1. **Technological Autonomy**: Promote the large-scale application of domestic instruction set chips to reduce dependency on a single architecture [8]. 2. **Security Systematization**: Establish comprehensive security standards covering the entire lifecycle of chip design, manufacturing, and application [9]. 3. **Ecosystem Collaboration**: Encourage deep collaboration among instruction sets, operating systems, and application software to create an open-source ecosystem [10]. Group 4: Implications of Vulnerabilities - The PACMAN vulnerability highlights the fragility of traditional technology systems and underscores the importance of independent innovation to safeguard digital sovereignty [10].