Apple's transition to Macs with proprietary ARM chips may soon be officially acknowledged, but there have been clear and definite signs of the switch for years. A recent report indicated that Apple ...
Arm is a good business. It has a monopoly in smartphones and wearables (99% market share in the former, very high in the latter), and it has begun to gain share in data centers and automotive, which ...
The rumours have been rife, but yesterday Apple finally confirmed it is replacing Intel chips in its computers with its own custom ARM processors. Apple moves to ARM. It has made processor transitions ...
Arm Holdings ARM has many virtues, but its share price is not one of them. After the company reported earnings on Feb. 7, its shares soared more than 50% and traded close to $140 before falling back.
Arm Holdings' valuation is at risk due to China's DeepSeek AI tool, which could reduce demand for AI chips and infrastructure spending. Arm's high P/E ratio and inflated valuation are unsustainable, ...
Arm’s low growth rates in China could be due to the growing adoption of RISC-V, which is supported by the Chinese government. China’s support for RISC-V is bearing fruit with the introduction of the ...
NVIDIA made a number of important announcements today at SC19. First, NVIDIA introduced a reference design platform that enables companies to quickly build GPU-accelerated Arm-based servers, driving a ...