02/14/2025, 04:53 AM UTC
Arm宣布进军服务器CPU市场，与高通、英伟达竞争Arm Announces Its Entry into Server CPU Market, Competing with Qualcomm and NVIDIA
➀ 英国半导体IP巨头Arm，软银集团旗下，正计划从IP供应商转向芯片研发，预计今年夏天推出首款内部自研芯片，美国科技巨头Meta将成为其首批客户之一。
➁ 据传Arm可能与其大客户高通、英伟达展开竞争。Arm正在研发数据中心服务器CPU，可为客户如Meta进行定制，生产外包给台积电等制造商。
➃ Arm已经开始与高通争夺订单。高通曾与Meta谈判，希望为其提供基于Arm架构的数据中心CPU，但Arm至少赢得了部分业务。
➀ Arm, the UK-based semiconductor IP giant under Softbank Group, is planning to shift its business focus from IP supplier to chip development, with its first internally developed chip set to be launched this summer Meta, an American tech giant, will be one of its first customers.
➁ Arm is rumored to be competing with its major customers, Qualcomm and NVIDIA. Arm is developing a data center server CPU that can be customized for clients like Meta, with production outsourced to manufacturers like TSMC.
➃ Arm has already started to compete with Qualcomm for orders. Qualcomm had negotiated with Meta to provide a data center CPU based on the Arm architecture, but Arm has won at least some of the business.
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