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Arm Holdings

Arm IPO - Tough Situations, Priced To Perfection (Pt.4)
Arm Holdings

Arm IPO - Tough Situations, Priced To Perfection (Pt.4)

Summary * Chiplet technology presents an exciting opportunity for ARM, potentially paving the way for its strategic evolution. * The high costs of designing cutting-edge chips pose challenges for many players in the semiconductor industry. * ARM's potential venture into providing pre-designed CPU dies could redefine its position in the semiconductor ecosystem. Chiplet and UCIe, a wild card for ARM The landscape of semiconductor manufacturing and design has been dominated by traditional mo
32 min read 29 Dec 2023
Arm IPO - Tough Situations, Priced To Perfection (Pt.3)
Arm Holdings
29 min read 16 Oct 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.3)

Summary * Arm's PPAC improvements over the past decade have been lackluster compared to competitors like Apple, raising concerns about its future success and competitiveness. * By pushing the new bundle to customers without great PPAC improvements, Arm risks losing significant royalties in its core mobile market. * Server CPU is
Arm IPO - Tough Situations, Priced To Perfection (Pt.2)
Arm Holdings
21 min read 05 Oct 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.2)

Arm IPO - Tough Situations, Priced To Perfection (Pt.1)
Arm Holdings
13 min read 25 Sep 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.1)

Summary * Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn't catch the AI tailwind, and its growth prospects were hampered. * RISC-V will cap growth but the risk is overhyped. Arm's position in the core mobile market and growing PC/server market is still

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