Arm控股公司考虑从IP许可证到芯片设计, 以AI增长为目标, 股份下降。 Arm Holdings considers moving from IP licensing to chip design, targeting AI growth, amid share drop.

Arm控股公司正在考虑从传统的知识产权许可证发放模式转向设计自己的芯片,其驱动力是日益增长的对AI的需求。 Arm Holdings is considering a shift from its traditional IP licensing model to designing its own chips, driven by the growing demand for AI. 这一战略举措可能会导致与Nvidia等公司的竞争加剧。 This strategic move could lead to increased competition with firms like Nvidia. 尽管报告特许使用费收入创纪录,但Arm的季度结果低于预期,其份额下降了8%,部分原因是对芯片开发的计划投资。 Despite reporting record royalty revenue, Arm’s shares fell 8% after its quarterly results fell short of expectations, partly due to planned investments in chip development. 该公司预计,其新verse数据中心芯片今年将在顶级超大型企业中占据近50%的市场份额。 The company expects its Neoverse data center chips to capture nearly 50% market share among top hyperscalers this year.