How Arm Powers Chips By Apple, Amazon, Google And More

Arm beat expectations in its first post-IPO earnings report Wednesday. Its low-power chip architecture is in nearly every smartphone, replaced Intel’s x86 processors in Apple’s Mac computers, and is the basis for Qualcomm’s PC processors, and Amazon’s data center chips. CNBC went to Arm in Cambridge, England, to find out how it became the year’s biggest IPO despite 20% of revenue coming from China, struggling smartphone sales, and a failed $40 billion acquisition attempt by Nvidia.
Chapters:
00:00 - Introduction
02:46 - Apple and smartphone dominance
06:12 - Cash and competition
08:40 - Diversification and IP
12:01 - China and other risks
Produced by: Katie Tarasov
Edited by: Evan Lee Miller
Supervising Producer: Jeniece Pettitt
Animation: Jason Reginato, Christina Locopo
Camera: Sydney Boyo, Katie Brigham, Max Thurlow
Additional Footage: AMD, Apple, Arm, Getty Images, Google, Intel, Microsoft, Nvidia, Samsung, TSMC
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How Arm Powers Chips By Apple, Amazon, Google And More

Пікірлер: 434

  • @wilbronolnbliz
    @wilbronolnbliz6 ай бұрын

    Props to ARM for the paradigm shift in RISC chips 👍

  • @downinla4076

    @downinla4076

    6 ай бұрын

    IBM never learns. Power could've been the shift to RISC chips if IBM weren't so short-sighted and insist on being the sole maker of Power CPUs instead of licensing the tech.

  • @NaterFernat

    @NaterFernat

    5 ай бұрын

    That's why its called: Advanced Risc Machine (ARM)

  • @Grunchy005

    @Grunchy005

    5 ай бұрын

    You guys realize Arm is the cpu in the Raspberry Pi? Take any $50 Android set-top box, it’s powered by Arm. Anybody paying Apple prices for Raspberry Pi hardware is a sucker.

  • @kayakMike1000

    @kayakMike1000

    5 ай бұрын

    Sigh... ARM is hardly RISC. There are hundreds of instructions. Its ALOT fewer than x86, but if you want RISC, go with RISC-V or MIPS.

  • @0xD1CE

    @0xD1CE

    5 ай бұрын

    @@kayakMike1000 It depends which architecture you're referring to. ARM has multiple ISAs.. Their 16 bit thumb instruction set is a RISC.

  • @delphipascal
    @delphipascal6 ай бұрын

    Nobody I know was hoping NVIDIA would be able to buy ARM. That would've been awful for the market.

  • @SahilP2648

    @SahilP2648

    6 ай бұрын

    This is what happens with capitalism. Imagine Apple buying ARM. They could have easily done it since it's the most valued company on Earth. So much for the free market lmao. There are limits to a 'free market'. Everybody needs to understand that. It works well at the grass roots level but starts falling apart pretty easily as 'companies' and 'free market' don't mix and 'companies' are not a 'person'.

  • @good-tn9sr

    @good-tn9sr

    6 ай бұрын

    @@SahilP2648capitalism

  • @Wobbothe3rd

    @Wobbothe3rd

    6 ай бұрын

    I don't think Nvidia buying ARM would have blocked others from making ARM chips. Nvidia wasn't after controlling the licenses (although I'm sure they would have enjoyed royalties), it was for making CPUs. Like what they're about to do anyway, but yesrs earlier. It doesn't matter now, because the license will soon open up to everybody anyway. It's funny how much hate gets directly at Nvidia for being an alledged monopoly, but no one points out ARM'S exclusive deal with Qualcomn (working for Samsung and Google to compete with Apple), which thankfully ends soon.

  • @TheRusschannel

    @TheRusschannel

    6 ай бұрын

    exactly, Capitalism actually turns quite evil when it gets huge like the USA.. look at big AG and Pharma for example.. @@SahilP2648

  • @kockorzo

    @kockorzo

    6 ай бұрын

    @@SahilP2648​Verily, an ignorance exudes and I take neither the effort nor time to elucidate your qualms. If the force be, steel up and study at least some economics- from Cantilon to Smith, then Ricardo and Say- across to Mises and Hayek. And if you understood all that, the case of Marx and Keynes, also especially for you a study of Stigler. Then I’ll see if you and yours alike will spout the same fallacies.

  • @winstonsmith935
    @winstonsmith9355 ай бұрын

    For those who don’t know the history of ARM. In October 1983, Sophie Wilson began designing the instruction set for one of the first reduced instruction set computer (RISC) processors, the Acorn RISC Machine (ARM). The ARM1 was delivered on 26 April 1985 and worked first time. This processor type was later to become one of the most successful IP cores - a licensed CPU core - and by 2012 was being used in 95% of smartphones. Wilson designed Acorn Replay, the video architecture for Acorn machines. This included operating system extensions for video access, as well as the codecs, optimised to run high frame rate video on ARM CPUs from the ARM 2 onwards. You can’t own or patent a brain.

  • @JohnNy-ni9np

    @JohnNy-ni9np

    Ай бұрын

    Do you know when ARM instruction set patent expires ?

  • @winstonsmith935

    @winstonsmith935

    Ай бұрын

    @@JohnNy-ni9np No, but Steve Jobs bought a big chunk of Arm way before he died, I think at present the Arm Instruction set 9 is used by the Apple Silicon Chips. Steve wanted control of Arm, but I think he got 30%.. way back he preferred RISC instruction set.

  • @629Justme

    @629Justme

    9 күн бұрын

    The thing I remember most about the ARM story was when it was described as a functional CPU that was turned off, not powered but was running on the residual power available in the off state. That started the understanding that this architecture was seriously power efficient. And likely led to its being adopted where power costs are crucial to the device. I still wonder why X86 can't do something with their more power hungry processors, well past tense since I know they are better at it since 20 MHZ was a fast CPU.

  • @georgecasseus6893
    @georgecasseus68936 ай бұрын

    In hindsight, knowing the rapid advancements in AI today, I think it was a good idea NVIDIA failed at buying ARM. Keep the competition active.

  • @user-qf7ud5de9h

    @user-qf7ud5de9h

    2 ай бұрын

    Antitrust issue averted😅

  • @gramma677

    @gramma677

    Ай бұрын

    Pretty sure only Nvidia powers AI. Graphics cards, run teraflops of computations a second, and Nvidia has long been developing their technology to work with neural networks and the future of ai processing. CPU's don't power AI. Also Nvidia doesn't compete with ARM. They compete with AMD. Intel and AMD compete with arm. Would be interesting to know how the most advanced processing company would have used arm. But we'll never know cause some regulator didn't think it was the thing to do. And by doing so hurts the value of ARM, since it can't be sold now. Major incentive for equity holding employees to think about moving to a different company.

  • @gramma677

    @gramma677

    Ай бұрын

    On that point, ARM went public in 2023 and was bought by soft bank for 32 billion dollars well below what Nvidia offered. What does it matter if Nvidia bought it or Soft Bank bought it, shouldn't they get to reap the rewards of all their work for the best value possible? Just because they are brilliant at what they do doesn't mean we should tell them they can't sell their company.

  • @stephenfazekas5054
    @stephenfazekas50546 ай бұрын

    Fun fact ARM started out as acorn computers that built low end computers for schools in the UK

  • @JT_771
    @JT_7716 ай бұрын

    What Apple has been able to do so far with their inhouse ARM chips is extraordinary. It'll be an interesting space to watch.

  • @JT_771

    @JT_771

    5 ай бұрын

    @@raslanismail9691 if they had simply bought someone’s processor, I’d agree.

  • @sebastientoussaint5461

    @sebastientoussaint5461

    5 ай бұрын

    @@raslanismail9691Apple has his own chip design with ARM. Without Apple ability to move to Arm, they probably would have stayed on small devices. Credit is due to Both. You need a software powerhouse to make things happen.

  • @Grunchy005

    @Grunchy005

    5 ай бұрын

    Yes but who is going to pay so much money for Apple equipment that you can’t upgrade or even service? Arm has already taken over the cheap Android set top box market. All Apple does is they take a $85 Android box, put Mac-OS on it, absolutely lock the system down, and charge 10x to 25x the going rate. People are only stupid, like, once. After that we wise up.

  • @baybae92

    @baybae92

    5 ай бұрын

    It really blows my mind how good Apple Silicon is. Realistically, I could get by on an M1 Air with 8GB. The memory would be tight, but Apple handles it so well I think it would still be a fluid experience for most of what I do in Logic. The game was changed in laptop computing with the release of M1.

  • @ScottLSimon

    @ScottLSimon

    2 ай бұрын

    @@baybae92 All the talk of not enough RAM etc.... The Apple silicon is powering good computers.

  • @darealphantom
    @darealphantom6 ай бұрын

    What ARM is doing with chips is amazing as a MacBook Pro owner/user the leap from Intel to ARM was great I love my M1 laptop I’ve never heard the fan come on and my computer works much better and fast than when I had an intel based Mac

  • @ronch550

    @ronch550

    6 ай бұрын

    Is the M1 capable of running your legacy x86 apps? Has it been a seamless transition?

  • @JT_771

    @JT_771

    6 ай бұрын

    Apple is certainly a huge part of where ARM is heading.

  • @darealphantom

    @darealphantom

    6 ай бұрын

    @@ronch550honestly the majority of the apps I use updated their software to be compatible but the x86 apps work just fine

  • @evalangley3985

    @evalangley3985

    6 ай бұрын

    AMD 7840u... 13 hours of battery life... on a 5nm node.

  • @ohheyalan123

    @ohheyalan123

    6 ай бұрын

    @@ronch550My M1 Pro does everything I want it to. It’s like nothing changed. I just do whatever the hell I want with it and everything just works.

  • @user-hp8hs5ur8s
    @user-hp8hs5ur8s5 ай бұрын

    Just finished reading this article, "Investors seek shelter as U.S. stocks grow more turbulent". Can totally relate. With the right strategy, even in these times, I managed to net a ridiculous amount like $100k in profit just last month. It's all about having the right guidance and making informed decisions.

  • @geraldvolkovfoley3479

    @geraldvolkovfoley3479

    5 ай бұрын

    Couldn't agree more, Jenny. It's all about having the right guidance and not getting swayed by market noise. That's a remarkable profit you've made given the current conditions!

  • @carolinekellysarin3282

    @carolinekellysarin3282

    5 ай бұрын

    Wow, Jenny, that's impressive. If you don't mind sharing, who do you consult with or get your investment guidance from? My investments have been pretty stagnant lately.

  • @user-hp8hs5ur8s

    @user-hp8hs5ur8s

    5 ай бұрын

    Linda Renae Allman.

  • @carolinekellysarin3282

    @carolinekellysarin3282

    5 ай бұрын

    Thank you, Jenny! I'll definitely look her up. Appreciate the suggestion.

  • @ShaunaMomsen

    @ShaunaMomsen

    5 ай бұрын

    Just did a quick search on Linda Renae Allman. She seems to have some solid credentials and great reviews. Thanks for the recommendation, Jenny. It's essential to have someone trustworthy in such turbulent times.

  • @odhiambo10
    @odhiambo106 ай бұрын

    i love CNBC for providing such informative materials

  • @npc2480
    @npc24806 ай бұрын

    Many companies are investing heavily in RISC-V. We may soon get a video titled, “The Fall of ARM”.

  • @jhon2k1y

    @jhon2k1y

    6 ай бұрын

    😂

  • @Don_Puparo

    @Don_Puparo

    6 күн бұрын

    RELAX brodah

  • @privacyvalued4134
    @privacyvalued41346 ай бұрын

    Saw RISC-V in action in a SBC compute form factor recently. It's performance was impressive given that in the last 12 months the best that RISC-V had to offer was just a raw chipset...at best. RISC-V has made incredible gains in the last few months in producing real hardware based on the instruction set. Those gains are bigger than what ARM has done over the entire existence of ARM. ARM is fairly proprietary and there's a distinct lack of software support on the open source side of things. In short, RISC-V based computing _might_ be headed to overtaking other instruction sets in terms of popularity within the next couple of years (x86/x64 and arm64).

  • @rajjb248

    @rajjb248

    6 ай бұрын

    Thats some detailed bullcrap right there.

  • @SahilP2648

    @SahilP2648

    6 ай бұрын

    RISC-V could be the future. Apple has a deal with ARM till 2040 as you saw in the video, but if RISC-V is going to be better and they don't have to pay for royalties and licenses, Apple might switch to RISC-V and that will change the entire industry again for decades to come. Apple might develop Rosetta3.

  • @KashifNawaz85

    @KashifNawaz85

    6 ай бұрын

    Yep. RISC-V is the future.

  • @Johnny.Fedora

    @Johnny.Fedora

    5 ай бұрын

    For a particular application, I ported an ARM-based (ATSAMD51 Cortex M4) chip to an ESP32-S2 SoC, and the code ran fine, but the peripherals did not. The ATSAM51's peripherals worked exactly as expected, while those on the ESP=32 did not -- the ADCs were wildly non-linear and could not be tweaked, the serial port required bit stuffing at the start, etc. I don't know whether ARM provides the design for the peripherals, or just the CPU, but the ARM chip worked a lot better, its peripherals were much more sophisticated/flexible, and the documentation was good (not great -- the RP2040 chip has great documentation). The ESP32's documentation was terrible.

  • @a-don13

    @a-don13

    5 ай бұрын

    @@SahilP2648 we don't need apple for this. when risc-v takes over the market share due to cost effectiveness, support and versatility... apple will simply buy ARM and complete their walled garden. win-win for everyone

  • @wayne8797
    @wayne87974 ай бұрын

    The ARMs race is officially on!

  • @kevin_menon
    @kevin_menon6 ай бұрын

    I have an ARM-based computer and it's often a pain to find software. Glad to see the big players are shifting towards it, it'll highly incentivize developers if they lead rhe ecosystem

  • @SahilP2648

    @SahilP2648

    6 ай бұрын

    You must be using Surface Pro X. I have M2 Max MBP and I am not having any issues. Mainly has to do with Rosetta2 for compatibility which is lacking on Windows. Microsoft developers are crap compared to Apple's. That is why Windows is crap on ARM. It will take years if ever, for Microsoft to bring compatibility % anywhere near Apple's M-series chips. Other than that, it depends on each company whether they want to compile their apps for ARM. Sometimes it is as simple as selecting a few options in your IDE and hitting the 'Build' button. Other times you will have to rearchitect a lot of things, something which companies won't do because of time, money and overall resources.

  • @Aman-ti4qu

    @Aman-ti4qu

    6 ай бұрын

    @@SahilP2648Yeah but windows isn’t solely shifting their entire focus to ARM, that’s different from just calling Windows developers crap. Not every program will benefit from transitioning to ARM

  • @SahilP2648

    @SahilP2648

    6 ай бұрын

    ​@@Aman-ti4qu you must be living under a rock because any Windows laptop in 2023 has battery life of 5 hrs max using 'Battery saver' mode which doesn't even work, and blaring fans all the time while idle. I am not talking about normal apps and how apps can take advantage of the new architecture. In terms of efficiency, Windows and x86 together are the worst combination on Earth. I am a software developer and I have a work M2 Max MBP and MBA for personal use. The MBA doesn't even have a fan. And my work MBP doesn't use a fan even when building my project. This is the main use case. I bought my personal MBA just because of battery efficiency and Unix shell. Otherwise I don't even like Apple products. They are the most expensive products on Earth and before the M-series Macs, buying a Mac was pretty useless.

  • @evalangley3985

    @evalangley3985

    6 ай бұрын

    @@SahilP2648 You must be living under a rock because AMD 7040u CPUs for laptops can offer up to 30 hours of battery life.

  • @alexandresen247

    @alexandresen247

    6 ай бұрын

    what kind of software can't you find?

  • @JigilJigil
    @JigilJigil6 ай бұрын

    CNBC should also do similar videos on Applied Materials, Lam research, KLA,.... as they are behind the scene key players of chips manufacturing.

  • @ba5tard

    @ba5tard

    6 ай бұрын

    I never heard of those company before. Which company uses their chips? Not sure if i would want to hop on into using their chips on my pc.

  • @JigilJigil

    @JigilJigil

    6 ай бұрын

    @@ba5tard They don't make chips, they are the companies that make the process of making the chips possible, they make the sophisticated equipment that are used in the fabrication of chips.

  • @drstalone

    @drstalone

    6 ай бұрын

    You won't have chips on your PC without those companies.

  • @ba5tard

    @ba5tard

    5 ай бұрын

    Oh wow thats even interesting. I thought they make chips like those manufacturing company that uses machine like injection molding and so on. Please make video of those. I haven't heard any of those companies before and would eager to learn more.

  • @MultiKdizzle

    @MultiKdizzle

    5 ай бұрын

    ASML??

  • @angeljo6020
    @angeljo6020Ай бұрын

    With x86 we can choose individual parts like ram but arm archtecture companys build entire device in a board and sell it to you , which give no room for upgrades

  • @baracktrump1410
    @baracktrump14105 ай бұрын

    Apple had a huge roll in starting ARM and RISC, it was a joint venture between Apple, Acorn Computers and VLSI Tech. Apple needed a low power draw processor for it's upcoming Newton PDA they started development on in 1987 (Which shipped in 1993), so Apple VP Larry Tesler contacted the cofounder of Acorn Computers and with a 3 million investment helped start ARM. x86 (Intel and AMD) use CISC instruction sets whereas ARM uses RISC instruction sets, in 1994 Apple released Macs using RISC chips (non ARM) developed by Motorola and IBM but moved back to Intel CISC chips in 2005 due to the lack of development of the RISC chips at the time, then in 2020 Apple released the Arm based M series chips to transition back to RISC.

  • @sullfolife
    @sullfolife6 ай бұрын

    pretty cool to see you in those videos over and over and seeing the belly growing haha, will be sad to not see you later when you'll take the break i love those videos super well done and very constructive good job team!

  • @theharper1
    @theharper16 ай бұрын

    I'm disappointed that no mention was made of "Acorn RISC Machine", the origin of the ARM initialism. I used to own an Acorn Archimedes which was based on an early generation of ARM CPU, and managed to have a quick and very usable GUI on a computer with a low clock speed (only 8 MHz) and without a lot of RAM (4MB). It was much faster than equivalent Intel CPUs of the time, and was cheaper to produce because it used fewer transistors on the chip. I think it's cool that this RISC (Reduced Instruction Set) architecture lives on in phones and other devices.

  • @winstonsmith935

    @winstonsmith935

    Ай бұрын

    Yes I owned one as well. The difference between working on a Mainframe and Acorn was ridiculous

  • @juandenz2008
    @juandenz20086 ай бұрын

    "RISC architecture is going to change everything". "Yeah, RISC is good." People have been saying that since 1995 !

  • @krateproductions4872

    @krateproductions4872

    6 ай бұрын

    lol

  • @piplupempoleon4225

    @piplupempoleon4225

    4 ай бұрын

    But it is,? Look at apple m1 chip and snapdragon 8 gen 3, genshin 60 FPS on mobile phone? No problem

  • @audie-cashstack-uk4881

    @audie-cashstack-uk4881

    2 ай бұрын

    Are you suggesting the industry and the IBM ms and Intel cartel didn't stop slow the rise of risc learn tour history FANBOY X86 BELONGS IN THE 1970S COMPUTATION FACT

  • @JudgeFredd
    @JudgeFredd5 ай бұрын

    Makes me remember the Acorn computers in the 80s - same company

  • @skak3000
    @skak30006 ай бұрын

    Quality content, thanks for the video!

  • @connorlearmonth665
    @connorlearmonth6656 ай бұрын

    Their RISC paid off

  • @dsimpson530
    @dsimpson5306 ай бұрын

    Interesting there was no mention of the ARM based Microsoft Surface RT from 2012. It was arm based windows 8 device. It couldn't run regular windows software, everything went through the windows store.

  • @Spladoinkal

    @Spladoinkal

    23 күн бұрын

    Now with the Snapdragon X Elite coming out it's about to be again in an even bigger way!

  • @AgeOfunReason
    @AgeOfunReason6 ай бұрын

    Pity no mention of the true origin of Arm coming out of the brains of Sophie Wilson and Steve Furber at Acorn.

  • @Kyedo2022
    @Kyedo20224 ай бұрын

    yea, so my idea is to nuanced. but basically a part of the cpu checks certain processing areas and based on the content of the process it can have a risc do first, etc attached. Also this seperate but still on chip for i/o reasons part could also "uncrash" a running system by monitoring register areas and LKG configurations.

  • @TheRuoweiwu
    @TheRuoweiwu5 ай бұрын

    the video should give a introduction of semiconductor history, stuff like CISC vs RISC, how intel kills RISC, why IBM PowerPC fails on RISC, how ARM rides success on Apple's I series

  • @cuve_ae
    @cuve_ae6 ай бұрын

    My iPhone 15 Pro has a A17 Pro ARM chip that is comparable to a full fledge PC absolutely incredible.

  • @cgraham6

    @cgraham6

    6 ай бұрын

    A low-end PC, perhaps. X86 advances haven’t just stalled. They’re still getting faster, and a modern HEDT processor can still blow any ARM chip out of the water.

  • @IPv4Address

    @IPv4Address

    6 ай бұрын

    @@cgraham6agreed but the chip will also be using 5 times the power well outside of its efficiency range

  • @cgraham6

    @cgraham6

    6 ай бұрын

    @@IPv4Address No argument that ARM is the more power efficient architecture, but that's not the claim OP made.

  • @IPv4Address

    @IPv4Address

    6 ай бұрын

    @@cgraham6 yea true i’m just saying if you scale up ARM chips I think you can easily beat x86 for the same amount of power

  • @cuve_ae

    @cuve_ae

    6 ай бұрын

    @@cgraham6 I was mainly referencing the M1 chip the A17 Pro is damn near close. Nonetheless computing tech is out of this world be it x86 & ARM. My grandmother of 76 years of age is the first person I heard mention this has to be Alien Tech lol

  • @nitinkarole
    @nitinkarole5 ай бұрын

    Great Info!! Many thnx for this IMP insight into Chips industry!

  • @godofwinetits3826
    @godofwinetits38266 ай бұрын

    2:12 ARM faced plenty of RISC

  • @honkhonk8009
    @honkhonk80095 ай бұрын

    ARM being a company is still insane. We should focus on riscv

  • @DanErvin
    @DanErvin6 ай бұрын

    I don't understand though why ARM stock is sooo underperforming since launch if the company is marketed sooo lofty and omnipresent in current devices.

  • @user-up8qs9oi1g

    @user-up8qs9oi1g

    5 ай бұрын

    because that is how the stock is, up and down

  • @DanErvin

    @DanErvin

    5 ай бұрын

    @@user-up8qs9oi1g i know thats how they behave. but for ARM is mostly down. no Up (or any Upward movement is imediately canxeled before it can evan meet the initial 61$ mark of the IPO)

  • @evalangley3985
    @evalangley39856 ай бұрын

    AMD Bergamo is the benchmark to beat. ARM can do whatever, but they will never get to that level if they don't have companies with that kind of expertise. AWS is not a chipmaker, they developed their Graviton for their own custom work loads.

  • @johnasleyw
    @johnasleyw6 ай бұрын

    excited for RISC!

  • @olegtsvinev2666
    @olegtsvinev26665 ай бұрын

    Thank you, Katie. What a great, in-depth understanding of tech for a reporter! Please keep it going. You're a jewel of the tech reporting community.

  • @jackrose7986
    @jackrose79866 ай бұрын

    "60% of our revenue is from royalties" - sounds like RISC-V will be poaching market share sooner rather than later

  • @MPK1881
    @MPK18816 ай бұрын

    RISC-V is the future. Open standard allows more innovation and more companies to contribute with great ideas.

  • @wdmfan
    @wdmfan6 ай бұрын

    ARM is good for streamline processing. But i wouldn't want ARM on PC, because 86x or 86-64 is very versatile and flexible. ARM not so much. Decade ago Intel launched its 64 architecture in mobile platform, in collaboration with Asus. Performance in 64 chip was pretty good. Still miss that platform/mobile performance segment. Sadly they gave up.

  • @MM-ng2nk

    @MM-ng2nk

    6 ай бұрын

    Now Windows OS could run x86 applications, don’t you know that? And were you talking about ia64 from Intel? That’s a disaster, due to its very bad backward compatibility.

  • @wdmfan

    @wdmfan

    6 ай бұрын

    @@MM-ng2nk Nope, I'm talking about Intel Atom SoC like- Z3580. It was pretty good. As for Windows on ARM, don't care. Just like wrapping WINE compatibility in linux. I just don't like that experience.

  • @El.Duder-ino
    @El.Duder-ino2 ай бұрын

    No doubt when Arm architecture based chips r most widely used around the globe. From Acorn garage UK company to one of the most successful company in the world - congrats and well done folks!

  • @ash_Psyyyy
    @ash_Psyyyy6 ай бұрын

    I honestly think apple’s next architecture switch would be to risc-v because it’s an open standard

  • @iamwisdomsky

    @iamwisdomsky

    6 ай бұрын

    but not until 2040. it's still way long ahead and a new alternative/competitor to RISC-V may have already appeared at that point.,

  • @PatrickAlongi

    @PatrickAlongi

    6 ай бұрын

    When have you known Apple to ever do anything open lol

  • @drstalone

    @drstalone

    6 ай бұрын

    They are not 'doing open'. They could still be 'using open'.

  • @CyborgZeta

    @CyborgZeta

    6 ай бұрын

    Apple and open standards? Now there's an oxymoron.

  • @jackrose7986

    @jackrose7986

    6 ай бұрын

    @@PatrickAlongi Apple uses open standards all the time as a cost saving measure. That's why all their systems use a modified BSD kernel. The switch to RISC-V to save on royalties is exactly the type of thing they would do.

  • @Bat_Boy
    @Bat_Boy6 ай бұрын

    I just learned how to clean a grill at McDonalds. 😅

  • @user-ie1qq4di5e
    @user-ie1qq4di5e2 күн бұрын

    Peace and love fellow trader Love the strategy!!!! Keep kicking that good ol knowledge!!!!

  • @alexander1989x
    @alexander1989x3 күн бұрын

    I can definitely see RISC-V replacing ARM in the near future.

  • @soneythomas3671
    @soneythomas36715 ай бұрын

    Beautiful episode 👌🏻

  • @SavanaT
    @SavanaT6 ай бұрын

    I'm still confused about ARM. Won't there patents eventually expired? What exactly do they own or do? Can't Apple do their own designs eventually?

  • @dft1

    @dft1

    6 ай бұрын

    patents last a long time.

  • @alexbrezny6108

    @alexbrezny6108

    6 ай бұрын

    Well there's a difference between parents and copyrights. Also there's the compatibility problem with certain things being able to only run on risc-v versus arm. The reason why they switched to arm was because of Intel being stagnant, they were expensive, and they wanted to make their ecosystem more interconnected. Risc-v isn't really mature enough yet for Apple to switch their cash cow over to it.

  • @krateproductions4872

    @krateproductions4872

    6 ай бұрын

    No, patents last a long time. As the CEO described it; ARM is basically the architecture of chips ie: it plans and controls chip functioning. Think of it like, if all buildings were chips, then ARM is the architecture who has the blueprint of the building, this blueprint will be used by the engineer (chip manufacturers like intel, qualcomm, apple, tsmc) Maybe eventually but it's still a long way. Chip manufacturing is probably the most specialized industry on the planet meaning only few highly specialized companies can manufacture them. Besides those patent licences aren't going away anytime soon.

  • @TheRogueX

    @TheRogueX

    5 ай бұрын

    Chip architecture is changing every day. ARM is constantly evolving, the architecture is constantly changing. New instruction sets are added, old ones are improved, etc. They are constantly patenting new products.

  • @adrielr5930

    @adrielr5930

    5 ай бұрын

    Chip architecture. It's like the plans to build a home. The architecture tells the chip what to do.

  • @ronch550
    @ronch5506 ай бұрын

    I'm quite glad we're shifting to ARM. Though legacy x86 PCs are undoubtedly still important, x86 and ARM PCs can coexist for a while until people can ditch their x86 PCs. This is karma for Intel, which, for decades, has wanted to keep x86 all to itself. Well, they're finally realizing the fruits of their labor but I suppose history couldn't have had it any other way; they can now embrace ARM also with all their resources, resources that they couldn't have acquired if they allowed everyone to built x86 chips to compete with their own x86 CPUs for revenue.

  • @youcantata
    @youcantata6 ай бұрын

    There is a free alternative to ARM: RISC-V is open-source architecture that any company can use in any way without paying royalty of a dime. In the long run, many applications of CPU chips will switch to RISC-V in the long run, just as they switched from x86 to ARM. It will not happen in 10 years, but after 20 years, ARM will be same position as current x86.

  • @renegarcia2857

    @renegarcia2857

    5 ай бұрын

    Just a Linux has taken over the OS market from Windows during the last decades right?

  • @rey6253

    @rey6253

    5 ай бұрын

    @@renegarcia2857pretty much 😂😂

  • @mastvideos6298
    @mastvideos62983 ай бұрын

    The world really need arm alternative ASAP to stop their monopoly

  • @Spladoinkal

    @Spladoinkal

    23 күн бұрын

    Snapdragon X Elite Windows laptops coming out in June!

  • @ZOA360
    @ZOA360Ай бұрын

    Apple shows the world that Arm can win in a PC, AWS is showing Arm can win in a server. NVIDA will show how Arm can win in A.I., but there are many other companies that have invested in Arm from the start, it's yet to be seen but Arm is well on its way to being the architect that will save millions which is worth billions.

  • @nagasako7
    @nagasako76 ай бұрын

    Softbank should have just sold 51% of ARM

  • @Michael-it6gb
    @Michael-it6gb6 ай бұрын

    14:47 "We had a shortage of talent" Lies. There is no shortage of anybody. You can't pay the price to train the Entry Level graduate from school at your company or pay a juicy salary for a Senior Developer then what type of shortage is there? The one you CAN'T pay for.

  • @swoondrones
    @swoondrones6 ай бұрын

    This is sounding like an advertisement.

  • @TrainedSniper12
    @TrainedSniper125 ай бұрын

    Thank u so much for this video. I am going to share this

  • @user-mm6yd4sk1p
    @user-mm6yd4sk1p3 күн бұрын

    firstly thank you very much for your tutorials. Can you indicate a book or training focused in technical analisys? I'm a beginner and I need to learn more about it to be a good operator on this market. Thank you!

  • @doodskie999
    @doodskie9996 ай бұрын

    Imagine if Nvidia or Apple bought ARM. As if their products dont already cost and arm and a leg

  • @JF238xCreatingABetterFuture
    @JF238xCreatingABetterFuture5 ай бұрын

    The chip business is a money maker especially in todays tech world we live in 💯💵👍🏼

  • @yanshein4042
    @yanshein404218 күн бұрын

    Thank you for great reporting

  • @MrCustomabstract
    @MrCustomabstract8 күн бұрын

    It's truly a sign of the times where these companies would rather used objectively weaker chips because they have practically unlimited resources so they can just offset the difference with even more chips all they care about is reducing energy usage bc its a recurring cost however if we just fixed our dirty energy problem we could run massive x86 data centers with no worry of energy consumption and less materials/space used and a cleaner environment but NAH let's just use the more energy efficient chips instead

  • @bronzemoontr
    @bronzemoontr5 ай бұрын

    i try to use on my cloud server but its hard to let work some programs as they don't support it.

  • @doomslayerdave
    @doomslayerdave5 ай бұрын

    I hope this video mentions Acorn Computers. That originators of ARM.

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    @HanssonWillson5 ай бұрын

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  • @HanssonWillson

    @HanssonWillson

    5 ай бұрын

    He often interacts on telegrams, using the user name mentioned Below.

  • @HanssonWillson

    @HanssonWillson

    5 ай бұрын

    @Easton400 THAT IS HIS USER NAME

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    @HanssonWillson

    5 ай бұрын

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    @dorisfreeman1456

    5 ай бұрын

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    @dahoulfickdich6715

    5 ай бұрын

    A lot has changed and that's on everything but the truth is that i don't even care much about bullish or bearish market because Thomas Strategy got me covered, I am comfortably earning monthly.

  • @ashaharyani7733
    @ashaharyani77335 ай бұрын

    Thx ❤ utube team 🎉

  • @colly6022
    @colly60226 ай бұрын

    shoulda covered RISC-V!

  • @santiagocarreno5881
    @santiagocarreno58814 ай бұрын

    All fun and games, but remember that by the end of the day, the actul chip manufacturing (not the IP or design) is still being done massively by TSMC; that's a huge argument IMO that if intel manages to manufacture their 1,8 nm by 2025 they will revolt the market; many will have to go with them for the risks of producing in Taiwan

  • @ricnyc2759
    @ricnyc27596 ай бұрын

    Honest question: "who needs Intel?"

  • @samsonsoturian6013

    @samsonsoturian6013

    6 ай бұрын

    You

  • @ogone1465

    @ogone1465

    6 ай бұрын

    USA needs it😂

  • @samsonsoturian6013

    @samsonsoturian6013

    6 ай бұрын

    @@ogone1465 they're a global company

  • @enadegheeghaghe6369

    @enadegheeghaghe6369

    6 ай бұрын

    Their tens of millions of customers?

  • @jacksong6226

    @jacksong6226

    6 ай бұрын

    Legacy systems and compatibility other than that there is no reason to continue using X86

  • @letsplaywar
    @letsplaywar5 ай бұрын

    Market capitalization of Arm Holdings (ARM) Market cap: $65.51 Billion As of December 2023 Arm Holdings has a market cap of $65.51 Billion. This makes Arm Holdings the world's 249th most valuable company

  • @AlanFregtman
    @AlanFregtman5 ай бұрын

    ARM = Acorn RISC Machine, because Acorn Computers made the first designs in the 80s.

  • @patdbean
    @patdbeanАй бұрын

    Arm's valuation has more than doubled since this video was posted. It is now worth $137 billion.

  • @marchlopez9934
    @marchlopez99345 ай бұрын

    Arm Holdings, a UK-based company that designs the architecture for computer chips, has had a successful IPO valued above $54 billion. Arm's architecture is used in more than 250 billion computer chips, including those used by Apple, Nvidia, Google, Microsoft, Amazon, Samsung, Intel, and Taiwan Semiconductor Manufacturing Company. The company licenses its instruction sets to companies that make central processing units (CPUs), and collects royalties on every chip shipped with its technology. Arm chips are known for using less power than rival x86, the older traditional PC and server architecture used by CPU giants Intel and Advanced Micro Devices. The surge in adoption of Arm is due to being the basis for Apple's M-series of processors, Amazon Web Services' custom server chips, and Qualcomm's flagship Snapdragon chips. Nvidia and AMD are also reportedly working on Arm-based PC chips. However, Arm has also faced risks, including receiving about 20% of its revenue from China and the recent major sales slump in smartphones, which almost all contain Arm processors.

  • @dshort01
    @dshort015 ай бұрын

    Who knows? THere newer PC's started using the x86 platform. Phones, etc. I don't know. But that is the advantage of Unix based OS's.

  • @dexterspeights3484
    @dexterspeights34845 ай бұрын

    ARM CPUs is THE BRAIN + BRAWN behind any mobile device on earth!

  • @chadlimestall9201
    @chadlimestall92015 ай бұрын

    He said brains way too many times to trust that man on the understanding of his own electrical engineering.

  • @accumulator5734
    @accumulator57345 ай бұрын

    Doesnt apple literally design the circuitry all in-house with ARM having 0 input, they just use the instruction set?

  • @user-sq7si4jz5h
    @user-sq7si4jz5h2 ай бұрын

    merci a vous❤

  • @taikhingchang
    @taikhingchang3 ай бұрын

    RISC-V actually

  • @alexgascoigne5044
    @alexgascoigne50445 ай бұрын

    No mention of Windows on ARM in the video.

  • @mriz
    @mriz6 ай бұрын

    If I bet all my money to for chip it will be RISC-V, not Arm

  • @prajwas2004
    @prajwas20046 ай бұрын

    I'm glad the girl in the video and I are on the same page. I just nodded my head as well and didn't get any of it!

  • @baracktrump1410
    @baracktrump14105 ай бұрын

    Funny how Apple came full circle with ARM, Apple helped create ARM in 1990, then after using it in their Newton PDA, Apple quit using ARM, but Apple went on with RISC based chips (Not ARM) in their Macs till 2005 then they went back to Intel CISC chips, Apple used ARM in iPhones from 2007 through today, then to ARM based Macs in 2020.

  • @oldtwinsna8347

    @oldtwinsna8347

    Ай бұрын

    Not exactly. Steve Wozniak evaluated the use of the ARM chip when the Apple // GS computer development cycle was in process in the early 80s. The chip design was dismissed as being inferior to the alternative Western Design 65816 chip so they went with that and it flopped, big time.

  • @maisnow4422
    @maisnow44226 ай бұрын

    🎉🎉thanks

  • @William_Delbert_Gann
    @William_Delbert_Gann6 ай бұрын

    What a drastically shift in industry

  • @ianberur2354
    @ianberur23546 ай бұрын

    Her sound🔥👌

  • @Panacea9
    @Panacea912 күн бұрын

    Is this riscv without the lock? Or is that a trick?

  • @johnknight9150
    @johnknight91506 ай бұрын

    10:53 He uses XFCE! 😀

  • @GetJesse
    @GetJesse6 ай бұрын

    Good report.

  • @regolith1350
    @regolith13503 ай бұрын

    Correction: TSMC (Taiwan Semiconductor Manufacturing Co) is not an ARM customer. They are a foundry, meaning they only manufacture chips designed by their customers (Apple, Nvidia, etc), and don't design or sell any of their own chips. This is a fundamental part of their business model - they don't compete with their customers, which is why they trust TSMC not to steal their designs.

  • @libertysound8575
    @libertysound85753 ай бұрын

    I feel like showing a Nokia and showing iPhone, saying they both run arm WILDLY undervalues what apple did with a4,a5,a6,a17 pro etc

  • @jtgd
    @jtgd6 ай бұрын

    0:00 Sayeth whaaaaaa?

  • @santarosahero
    @santarosaheroАй бұрын

    I don't use the ARM CPU I use the LEG CPU.

  • @ph11p3540
    @ph11p35406 ай бұрын

    ARM, Nvidia and Apple use the very same chip fab because fabbing is the the biggest most complex cost. All these guys contract their fabbing out to TSMC for 70% off their chips. God help these companies if China takes control of Taiwan and denies TSMC from exporting to these chip design companies. I really wish the US can import some of these high resolution chip fab operations back. The problem is, US lacks the key infrastructure and qualified labor pool that these TSMC fabs need.

  • @saskiavanhoutert6081
    @saskiavanhoutert60812 ай бұрын

    I hope that chips are made on a profitable way and are focussed on innovating, kind regards.

  • @JHatLpool
    @JHatLpoolКүн бұрын

    A great video.

  • @a_a4722
    @a_a47225 ай бұрын

    what is arm litography ?

  • @Szeksp
    @Szeksp2 ай бұрын

    Risc-5 is not only alternative - it's open source. And better then arm. It's bit weird you guys gave it only one line and only in context of China.

  • @dimitrimoonlight
    @dimitrimoonlight5 ай бұрын

    ARM and TronOS are future 😊

  • @djohanson99
    @djohanson99Ай бұрын

    ARM stands for Advanced R.I.S.C Machine. Is reduced instruction set computing the way to go? What is the point of this video?

  • @jggerald7877
    @jggerald78775 ай бұрын

    I/we planned ARM (and Arm) too.

  • @Headphones.on.Seals.
    @Headphones.on.Seals.2 ай бұрын

    Correction: the rise of RISC-V instead of ARM

  • @studiomanhud8945
    @studiomanhud89454 ай бұрын

    The RISC chip was first and was always better. It's funny how we are going back.

  • @SimoAtlas
    @SimoAtlas6 ай бұрын

    Great informative report

  • @SoCalBrian
    @SoCalBrian5 ай бұрын

    7:22 interesting

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