- ARM gets closer to the manufacturing of silicon, risking tied links with the main partners
- Strategic hires reveal the ambition of deepening the ARM to design complete chips independently
- The Amazon of Sinno’s history signal the growing concentration of artificial intelligence on artificial intelligence
Arm, according to Long, consider building your own tokens, would have advanced its “Picasso” project, potentially in competition with the main customers while planning royalty increases.
Known for a long time for the granting of licenses to its conceptions of processors to customers rather than creating its own chips, Arm has made strategic hires, including engineers with history in large companies, such as Nicolas Dube of Hpe and Steve Halter, who worked at Intel and Qualcomm.
The latest addition is Rami Sinno, former vice-president of engineering at Annapurna Labs of AWS, where he led the development of Amazon’s “Trainium” and “Inferentia” processors adapted to the workloads of artificial intelligence.
Investment and ambition
Sinno had previously played a key role in Amazon’s efforts to build chips that could undermine Nvidia’s domination in AI computer science, both on the price and performance.
The latest ARM movements suggest that the company is strengthening its capacity to design complete fleas and systems.
His conceptions underlie almost all smartphones on the market, and in recent years, he has also gained ground in servers formerly dominated by Intel and AMD.
As it gets closer to the production of its own silicon, market dynamics should change and Arm puts aside the funds to reach its objective.
In July 2025, Arm revealed that he would allocate part of his profit to construction not only traditional chips but also chiplets.
These smaller and specialized components can be assembled in larger systems, an increasingly adopted strategy in the industry.
The CEO René Haas described this as a natural extension of the ARM design activity, moving in areas where society currently provides intellectual property but not finished equipment.
Until now, Arm’s income depends strongly on the royalties it collects with fleas that integrate its conceptions into their products.
However, with the data centers moving to servers based on the arms, the company seems to see an opportunity to sell more complete solutions.
Such a decision could put him into direct competition with his biggest clients, including Apple, Qualcomm and Nvidia, who are all based on Arm intellectual property.
According to industry experts, this involves strategic risks.
Arm could alienate companies that form the backbone of its activities while trying to challenge the competitors rooted on the AI server and markets.
The company’s attempt to increase fees may also create another source of tension with partners.
While the hiring of Sinno and other experienced leaders underlines the seriousness of the ARM, the extent to which the company can transform from a design house into a flea manufacturer remains uncertain.
Via PK Press Club
