ARM said on the 29th that it will gather heavy forces, carry eight chip factories to attack server chips, not let Intel dominate, and announced that it will win 25% of the global market share in 2021; and set up a joint venture company for China market and mainland capital, card China Internet of Things business opportunities .
Intel currently has more than 90% of its global server chips, and ARM is confident that it will grab 25% of the market. The company will cooperate with chip companies including Qualcomm, HiSilicon, Cavium, China's new startup Feiteng to launch server chips. Currently, the related chips are available in 10nm and 7nm. The OEM part is expected to be placed in TSMC and Samsung respectively. Among them, TSMC has benefited the most. However, the relevant progress is not convenient to announce on behalf of the customer.
Rene Haas, President of the ARM IP Products Group, made a special trip to Taiwan to participate in the Taipei International Computer Show and delivered a special speech. He revealed the important strategic layout of ARM yesterday. Rene took over the president of the IP business group in January this year. This time, he personally went to Taiwan to highlight the importance of Asian semiconductor status.
Rene emphasizes that although the ARM-based server chip is different from the Intel X86 architecture, with its unique business module, many partners can provide different designs for different market applications to meet different market needs.
In addition, ARM's expertise lies in low-performance and high-performance design architecture. In particular, cloud servers require high instruction cycles and more energy-saving as data volume increases. This part is the advantage of ARM.
At present, the global server chip is almost Intel's world, but Rene is confident that Intel will not dominate. He stressed that there are some important recent cases, such as Microsoft's recent announcement of the ARM architecture server, which is one of the plans.
Rene also announced that the goal is to win 25% of the global market share in 2021, predicting that ARM will make greater investments in this area.
In addition, ARM signed a memorandum of joint venture with the mainland Hou'an Venture Capital Fund on the 15th of this month. The joint venture headquarters will be located in Shenzhen, and ARM will provide IP, technical support and training for chip design. The Chinese-funded Hou'an Venture Capital has come to the fore. It was jointly established by China's sovereign fund China Investment Corporation, Silk Road Fund, Singapore Temasek, Shenzhen Shenye Group, Houpu Investment and ARM on January 24 this year. The initial scale is 800 million. The US dollar is managed by the Hopu Fund and ARM.
Rene stressed that this is in response to the special requirements of the mainland market in terms of safety specifications. According to the agreement between the two parties, the products developed by the joint venture company in the future, in addition to giving priority to the joint venture company, can also be provided to ARM for global use. As for the priority, the focus will be on the Internet, AI artificial intelligence, machine learning and security-related areas.
He also pointed out that the initial team of the new joint venture company will be based on sales and R&D personnel and share development results.
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