目前美国的很多项级芯片企业，都是华人掌舵了。 比如AMD是苏姿丰，英特尔是陈立武，英伟达是黄仁勋，博通是陈福阳…… 并且，很多企业之前都陷入了困境，后来经华人CEO掌舵后，再翻身的。 据称，Intel 14A相比于上一代的18A，每瓦特性能提高15-20%、功耗降低25-35%、晶体管密度提升达30%。 比如AMD之前有多惨，连续亏损，都快要没了，苏姿丰掌舵后，大刀阔斧的改革，然后专注研发，推出了Zen架构，再与台积电合作，一脚踢开格方罗德代 工，然后翻身了。 博通在陈福阳掌舵后，也是业绩大涨，市值也是一路高涨，如今1.6万多亿美元，排在全球第7名，这也是华人的功劳啊。 而英特尔，在陈立武掌舵后，似乎也要翻身了。 之前英特尔CPU越来越不好卖，被AMD抢走太多市场份额，GPU业务也是差劲的很，然后在芯片代工上，也是越陷越深，前后亏了上千亿美元，还技术非 常烂，没有人找英特尔代工。 最后CEO没办法，下台了，换上了陈立武上来，他也是一位华人。 陈立武上台后，也是大刀阔斧改革，比如砍掉一些不赚钱的边缘业务，聚焦自己的主业。然后在晶圆代上，也是收割战线，不再盲目投资。 这不，在他上台后，英特尔的业绩有所好转了。 近 ...

Core Viewpoint - Arm Holdings reported strong Q2 FY2026 results with record revenue of $1.14 billion, a 34% year-over-year increase, exceeding guidance by $75 million [1][10] - The growth was driven by increased demand for AI computing across various sectors, including data centers, smartphones, automotive, and IoT [6][10] Revenue Breakdown - Royalty revenue reached a record $620 million, up 21% year-over-year, benefiting from growth in all major markets [1][10] - Licensing revenue surged 56% to $515 million, driven by customer demand for next-generation AI products [1][10][11] - Annual Contract Value (ACV) increased by 28%, significantly above the company's long-term expectations of mid-single-digit growth [1][11] AI Computing Demand - The acceleration in AI computing demand spans from milliwatt-level edge devices to megawatt-level hyperscale data centers [2][6] - Arm's Neoverse platform has seen significant adoption, with over 1 billion CPUs deployed, addressing power constraints in data centers [2][6] - Strategic partnerships, such as with Meta, aim to enhance AI efficiency across unified computing platforms [2][6] Market Trends - The demand for computing subsystems (CSS) continues to exceed expectations, with 19 CSS licensing agreements signed [2][7] - The introduction of Lumix CSS mobile computing platform enhances AI capabilities in mobile devices [8] - The automotive sector is witnessing advancements with Arm's technology, contributing to the development of smart vehicles [8] Future Outlook - The company anticipates Q3 revenue midpoint of $1.225 billion, representing approximately 25% year-over-year growth [13] - Royalty revenue is expected to grow slightly above 20%, while licensing revenue is projected to increase by 25% to 30% [13] - Continued investment in R&D is planned to capture the vast opportunities presented by AI [13][47]

Core Insights - Ampere Computing has introduced the AmpereOne M Arm server CPU, featuring a 12-channel memory configuration, enhancing its capabilities to compete with AMD EPYC 9005 Turin and Intel Xeon 6900P [1][3][6] Product Overview - The AmpereOne M is set to be widely available by Q2 2024, with shipments expected in Q4 2024 [3][6] - The new CPU architecture retains a relatively small SKU stack, with naming conventions indicating core count and clock speed [10] - Key specifications include support for 96 to 192 custom Arm cores, 12-channel DDR5-5600 memory, and a maximum addressable capacity of 3TB [18][20] Technical Specifications - The AmpereOne M supports 12-channel memory with a single DIMM per channel, and features a system-level cache of 64MB [18] - It includes 96 PCIe Gen5 lanes, allowing for bifurcation down to x4, and supports up to 24 discrete attached devices [18][20] - The memory configuration is limited to 1 DPC (DIMM per channel), which may impact performance compared to competitors [17] Market Context - The acquisition of Ampere by SoftBank suggests a potential shift in focus for the company, raising questions about its customer and partner visibility [21] - The current landscape indicates that Ampere may dominate the enterprise server Arm market, especially as competitors like NVIDIA Grace are not ideal for enterprise applications [21]