No Priors · Thursday, September 3, 2026
Arm is evolving beyond IP licensing to directly producing physical chips, beginning with their Arm AGI CPU launched last March. This move into chip manufacturing requires new capabilities in supply chain operations, working with foundries like TSMC and Samsung, and memory allocation with suppliers such as Micron and SK Hynix.
“Our primary business is licensing IP, the CPU core that finds its way into smartphones, data centers, automobiles, you, you name it.”
“We also introduced our first product last March, the one you just mentioned at Hot Chips, the Arm AGI CPU.”
“So, we're, we're up to our waist in everything on the supply chain.”