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

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  • เผยแพร่เมื่อ 30 พ.ค. 2024
  • 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

ความคิดเห็น • 444

  • @delphipascal
    @delphipascal 6 หลายเดือนก่อน +211

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

    • @SahilP2648
      @SahilP2648 6 หลายเดือนก่อน +22

      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 หลายเดือนก่อน

      @@SahilP2648capitalism

    • @Wobbothe3rd
      @Wobbothe3rd 6 หลายเดือนก่อน +12

      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 หลายเดือนก่อน

      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 หลายเดือนก่อน +2

      @@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.

  • @bulolo_wilber
    @bulolo_wilber 6 หลายเดือนก่อน +299

    Props to ARM for the paradigm shift in RISC chips 👍

    • @downinla4076
      @downinla4076 6 หลายเดือนก่อน +32

      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 6 หลายเดือนก่อน +1

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

    • @Grunchy005
      @Grunchy005 6 หลายเดือนก่อน

      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 6 หลายเดือนก่อน +5

      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 6 หลายเดือนก่อน

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

  • @georgecasseus6893
    @georgecasseus6893 6 หลายเดือนก่อน +54

    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 3 หลายเดือนก่อน +2

      Antitrust issue averted😅

    • @gramma677
      @gramma677 2 หลายเดือนก่อน +1

      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 2 หลายเดือนก่อน +1

      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.

  • @winstonsmith935
    @winstonsmith935 6 หลายเดือนก่อน +33

    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 2 หลายเดือนก่อน +1

      Do you know when ARM instruction set patent expires ?

    • @winstonsmith935
      @winstonsmith935 2 หลายเดือนก่อน +1

      @@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 หลายเดือนก่อน +2

      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.

    • @emporioalnino4670
      @emporioalnino4670 4 วันที่ผ่านมา

      ​@@629JustmeGosh I would've loved to have been a fly on the wall when they noticed the ARM machine wasn't connected to power but was working. Mind blown

  • @stephenfazekas5054
    @stephenfazekas5054 6 หลายเดือนก่อน +12

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

  • @darealphantom
    @darealphantom 6 หลายเดือนก่อน +60

    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 หลายเดือนก่อน +5

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

    • @JT_771
      @JT_771 6 หลายเดือนก่อน +9

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

    • @darealphantom
      @darealphantom 6 หลายเดือนก่อน

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

    • @evalangley3985
      @evalangley3985 6 หลายเดือนก่อน +7

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

    • @ohheyalan123
      @ohheyalan123 6 หลายเดือนก่อน

      @@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.

  • @JT_771
    @JT_771 6 หลายเดือนก่อน +93

    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 6 หลายเดือนก่อน +7

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

    • @sebastientoussaint5461
      @sebastientoussaint5461 6 หลายเดือนก่อน

      @@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 6 หลายเดือนก่อน

      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 6 หลายเดือนก่อน +8

      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 3 หลายเดือนก่อน +1

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

  • @kevin_menon
    @kevin_menon 6 หลายเดือนก่อน +106

    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 หลายเดือนก่อน +19

      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 หลายเดือนก่อน +9

      @@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 หลายเดือนก่อน +14

      ​@@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 หลายเดือนก่อน +5

      @@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 หลายเดือนก่อน

      what kind of software can't you find?

  • @user-hp8hs5ur8s
    @user-hp8hs5ur8s 6 หลายเดือนก่อน +240

    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 6 หลายเดือนก่อน

      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 6 หลายเดือนก่อน

      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 6 หลายเดือนก่อน

      Linda Renae Allman.

    • @carolinekellysarin3282
      @carolinekellysarin3282 6 หลายเดือนก่อน

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

    • @ShaunaMomsen
      @ShaunaMomsen 6 หลายเดือนก่อน

      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.

  • @privacyvalued4134
    @privacyvalued4134 6 หลายเดือนก่อน +28

    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 หลายเดือนก่อน +8

      Thats some detailed bullcrap right there.

    • @SahilP2648
      @SahilP2648 6 หลายเดือนก่อน +5

      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 หลายเดือนก่อน +1

      Yep. RISC-V is the future.

    • @Johnny.Fedora
      @Johnny.Fedora 6 หลายเดือนก่อน +1

      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 6 หลายเดือนก่อน

      @@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

  • @angeljo6020
    @angeljo6020 หลายเดือนก่อน +11

    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

    • @minorlion1327
      @minorlion1327 13 วันที่ผ่านมา

      The same is possible with x86. People are buying SoC because they are way faster

    • @emporioalnino4670
      @emporioalnino4670 4 วันที่ผ่านมา

      For better or for worse, SoC architectures are the future. It makes more sense from the corporations' perspective

  • @npc2480
    @npc2480 6 หลายเดือนก่อน +30

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

    • @jhon2k1y
      @jhon2k1y 6 หลายเดือนก่อน +10

      😂

    • @Don_Puparo
      @Don_Puparo 29 วันที่ผ่านมา

      RELAX brodah

  • @JigilJigil
    @JigilJigil 6 หลายเดือนก่อน +53

    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 หลายเดือนก่อน +1

      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 หลายเดือนก่อน +6

      @@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 หลายเดือนก่อน +2

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

    • @ba5tard
      @ba5tard 6 หลายเดือนก่อน +2

      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 6 หลายเดือนก่อน +1

      ASML??

  • @wayne8797
    @wayne8797 4 หลายเดือนก่อน +5

    The ARMs race is officially on!

  • @baracktrump1410
    @baracktrump1410 6 หลายเดือนก่อน +5

    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.

  • @alexander1989x
    @alexander1989x 26 วันที่ผ่านมา +2

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

  • @juandenz2008
    @juandenz2008 6 หลายเดือนก่อน +9

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

    • @krateproductions4872
      @krateproductions4872 6 หลายเดือนก่อน

      lol

    • @piplupempoleon4225
      @piplupempoleon4225 5 หลายเดือนก่อน

      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 3 หลายเดือนก่อน

      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

  • @olegtsvinev2666
    @olegtsvinev2666 5 หลายเดือนก่อน +4

    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.

  • @connorlearmonth665
    @connorlearmonth665 6 หลายเดือนก่อน +6

    Their RISC paid off

  • @sullfolife
    @sullfolife 6 หลายเดือนก่อน +3

    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
    @theharper1 6 หลายเดือนก่อน +17

    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 2 หลายเดือนก่อน +1

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

  • @odhiambo10
    @odhiambo10 6 หลายเดือนก่อน +7

    i love CNBC for providing such informative materials

  • @MPK1881
    @MPK1881 6 หลายเดือนก่อน +11

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

  • @nitinkarole
    @nitinkarole 6 หลายเดือนก่อน +1

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

  • @cuve_ae
    @cuve_ae 6 หลายเดือนก่อน +19

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

    • @cgraham6
      @cgraham6 6 หลายเดือนก่อน +5

      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 หลายเดือนก่อน +8

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

    • @cgraham6
      @cgraham6 6 หลายเดือนก่อน +2

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

    • @IPv4Address
      @IPv4Address 6 หลายเดือนก่อน +2

      @@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 หลายเดือนก่อน

      @@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

  • @dsimpson530
    @dsimpson530 6 หลายเดือนก่อน +5

    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 หลายเดือนก่อน

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

  • @JudgeFredd
    @JudgeFredd 6 หลายเดือนก่อน +3

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

  • @AgeOfunReason
    @AgeOfunReason 6 หลายเดือนก่อน +5

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

  • @Bat_Boy
    @Bat_Boy 6 หลายเดือนก่อน +4

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

  • @DanErvin
    @DanErvin 6 หลายเดือนก่อน +7

    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 6 หลายเดือนก่อน

      because that is how the stock is, up and down

    • @DanErvin
      @DanErvin 6 หลายเดือนก่อน

      @@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)

  • @wdmfan
    @wdmfan 6 หลายเดือนก่อน +4

    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 หลายเดือนก่อน +2

      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 หลายเดือนก่อน

      @@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.

  • @johnasleyw
    @johnasleyw 6 หลายเดือนก่อน +3

    excited for RISC!

  • @honkhonk8009
    @honkhonk8009 6 หลายเดือนก่อน +2

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

  • @godofwinetits3826
    @godofwinetits3826 6 หลายเดือนก่อน +3

    2:12 ARM faced plenty of RISC

  • @ash_Psyyyy
    @ash_Psyyyy 6 หลายเดือนก่อน +22

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

    • @iamwisdomsky
      @iamwisdomsky 6 หลายเดือนก่อน +5

      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 หลายเดือนก่อน +17

      When have you known Apple to ever do anything open lol

    • @drstalone
      @drstalone 6 หลายเดือนก่อน +2

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

    • @CyborgZeta
      @CyborgZeta 6 หลายเดือนก่อน +2

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

    • @jackrose7986
      @jackrose7986 6 หลายเดือนก่อน +3

      @@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.

  • @Michael-it6gb
    @Michael-it6gb 6 หลายเดือนก่อน +6

    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.

  • @skak3000
    @skak3000 6 หลายเดือนก่อน +5

    Quality content, thanks for the video!

  • @TheRuoweiwu
    @TheRuoweiwu 6 หลายเดือนก่อน +1

    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

  • @evalangley3985
    @evalangley3985 6 หลายเดือนก่อน +4

    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.

  • @El.Duder-ino
    @El.Duder-ino 3 หลายเดือนก่อน

    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!

  • @jackrose7986
    @jackrose7986 6 หลายเดือนก่อน +3

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

  • @Kyedo2022
    @Kyedo2022 5 หลายเดือนก่อน

    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.

  • @soneythomas3671
    @soneythomas3671 6 หลายเดือนก่อน

    Beautiful episode 👌🏻

  • @yanshein4042
    @yanshein4042 หลายเดือนก่อน

    Thank you for great reporting

  • @TrainedSniper12
    @TrainedSniper12 6 หลายเดือนก่อน

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

  • @SavanaT
    @SavanaT 6 หลายเดือนก่อน +18

    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 หลายเดือนก่อน +4

      patents last a long time.

    • @alexbrezny6108
      @alexbrezny6108 6 หลายเดือนก่อน +1

      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 หลายเดือนก่อน +5

      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 6 หลายเดือนก่อน +2

      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 6 หลายเดือนก่อน +4

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

  • @patdbean
    @patdbean 2 หลายเดือนก่อน

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

  • @ronch550
    @ronch550 6 หลายเดือนก่อน +3

    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.

  • @user-ie1qq4di5e
    @user-ie1qq4di5e 25 วันที่ผ่านมา

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

  • @bronzemoontr
    @bronzemoontr 5 หลายเดือนก่อน

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

  • @swoondrones
    @swoondrones 6 หลายเดือนก่อน +5

    This is sounding like an advertisement.

  • @HanssonWillson
    @HanssonWillson 6 หลายเดือนก่อน +148

    Thank you for your explicit content. The truth is BTC is the future of crypto and the question most people ask themselves is - if this is right time to invest? I feel those who would allow the market dynamism to determine when to trade or not are either new in this space in general or probably just naive, the sphere have seen far worse times than this, enlightened traders continue to make good use of the dip and pump even acquiring more equities towards trading sessions, I’d say that more emphasis should be put into trading, since it is way profitable than holding. Trading went smooth for me as I was able to raise over 67 BTC when I started at 21 BTC in just 2 months of implementing trades with signals and insights from Thomas Easton’s, I would advise you all to trade your asset rather than hold for a future you aren’t sure about.

    • @HanssonWillson
      @HanssonWillson 6 หลายเดือนก่อน

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

    • @HanssonWillson
      @HanssonWillson 6 หลายเดือนก่อน

      @Easton400 THAT IS HIS USER NAME

    • @HanssonWillson
      @HanssonWillson 6 หลายเดือนก่อน

      @Easton400 VlA t e I e g r am..

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      @dorisfreeman1456 6 หลายเดือนก่อน

      My growing love for crypto caused me to explore until I came across Thomas Easton (although I'm trying to avoid sensationalism) he is by far the best. No hype for hype's sake, but great inspiration to trade Crypto.

    • @dahoulfickdich6715
      @dahoulfickdich6715 6 หลายเดือนก่อน

      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.

  • @nagasako7
    @nagasako7 6 หลายเดือนก่อน +3

    Softbank should have just sold 51% of ARM

  • @marchlopez9934
    @marchlopez9934 6 หลายเดือนก่อน +1

    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.

  • @maisnow4422
    @maisnow4422 6 หลายเดือนก่อน

    🎉🎉thanks

  • @GetJesse
    @GetJesse 6 หลายเดือนก่อน +1

    Good report.

  • @youcantata
    @youcantata 6 หลายเดือนก่อน +4

    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 6 หลายเดือนก่อน +6

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

    • @rey6253
      @rey6253 6 หลายเดือนก่อน +1

      @@renegarcia2857pretty much 😂😂

  • @JF238xCreatingABetterFuture
    @JF238xCreatingABetterFuture 6 หลายเดือนก่อน

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

  • @user-mm6yd4sk1p
    @user-mm6yd4sk1p 26 วันที่ผ่านมา

    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!

  • @sherbournesubwaymess
    @sherbournesubwaymess 6 หลายเดือนก่อน +6

    Thank you UK PM Margaret Thatcher for funding the Computer Literacy Program/BBC Micro which led to Acorn ultimately developing the ARM CPU that changed the world.

  • @ashaharyani7733
    @ashaharyani7733 5 หลายเดือนก่อน

    Thx ❤ utube team 🎉

  • @letsplaywar
    @letsplaywar 6 หลายเดือนก่อน

    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

  • @doodskie999
    @doodskie999 6 หลายเดือนก่อน +3

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

  • @ZOA360
    @ZOA360 2 หลายเดือนก่อน

    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.

  • @MrCustomabstract
    @MrCustomabstract หลายเดือนก่อน

    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

  • @ph11p3540
    @ph11p3540 6 หลายเดือนก่อน +6

    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.

  • @ricnyc2759
    @ricnyc2759 6 หลายเดือนก่อน +6

    Honest question: "who needs Intel?"

    • @samsonsoturian6013
      @samsonsoturian6013 6 หลายเดือนก่อน

      You

    • @ogone1465
      @ogone1465 6 หลายเดือนก่อน +1

      USA needs it😂

    • @samsonsoturian6013
      @samsonsoturian6013 6 หลายเดือนก่อน

      @@ogone1465 they're a global company

    • @enadegheeghaghe6369
      @enadegheeghaghe6369 6 หลายเดือนก่อน +1

      Their tens of millions of customers?

    • @jacksong6226
      @jacksong6226 6 หลายเดือนก่อน +1

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

  • @user-vo3zy6bj1z
    @user-vo3zy6bj1z 6 หลายเดือนก่อน +1

    The Taiwanese semiconductor industry is merely a low-cost labor manufacturer for Western semiconductor companies. Taiwan lacks its own developed technology and relies entirely on Western technology, equipment, raw materials, processes, and software. Taiwan primarily focuses on reducing costs through obedient and low-cost labor, leaving pollution behind. The Taiwanese semiconductor industry is seen as a technology thief, and the United States should take steps to prevent this situation from continuing.

  • @JHatLpool
    @JHatLpool 24 วันที่ผ่านมา

    A great video.

  • @William_Delbert_Gann
    @William_Delbert_Gann 6 หลายเดือนก่อน

    What a drastically shift in industry

  • @AlanFregtman
    @AlanFregtman 6 หลายเดือนก่อน +1

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

  • @kishuinupower9163
    @kishuinupower9163 6 หลายเดือนก่อน +1

    Nice for Bitcoins and Planet,Bonk ,AI

  • @accumulator5734
    @accumulator5734 6 หลายเดือนก่อน +1

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

  • @santiagocarreno5881
    @santiagocarreno5881 4 หลายเดือนก่อน +1

    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

  • @colly6022
    @colly6022 6 หลายเดือนก่อน +1

    shoulda covered RISC-V!

  • @dshort01
    @dshort01 6 หลายเดือนก่อน

    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
    @dexterspeights3484 6 หลายเดือนก่อน

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

  • @prajwas2004
    @prajwas2004 6 หลายเดือนก่อน +1

    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!

  • @johnknight9150
    @johnknight9150 6 หลายเดือนก่อน +1

    10:53 He uses XFCE! 😀

  • @ianberur2354
    @ianberur2354 6 หลายเดือนก่อน +1

    Her sound🔥👌

  • @user-sq7si4jz5h
    @user-sq7si4jz5h 3 หลายเดือนก่อน

    merci a vous❤

  • @SimoAtlas
    @SimoAtlas 6 หลายเดือนก่อน +2

    Great informative report

  • @doomslayerdave
    @doomslayerdave 6 หลายเดือนก่อน

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

  • @Panacea9
    @Panacea9 หลายเดือนก่อน

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

  • @chadlimestall9201
    @chadlimestall9201 6 หลายเดือนก่อน

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

  • @user-bk2ce9iv4b
    @user-bk2ce9iv4b 6 วันที่ผ่านมา

    Твой канал для меня просто открытие. Хочу еще больше роликов по этому казику)

  • @taikhingchang
    @taikhingchang 3 หลายเดือนก่อน +1

    RISC-V actually

  • @SoCalBrian
    @SoCalBrian 6 หลายเดือนก่อน

    7:22 interesting

  • @djohanson99
    @djohanson99 2 หลายเดือนก่อน

    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?

  • @mriz
    @mriz 6 หลายเดือนก่อน +5

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

  • @alexgascoigne5044
    @alexgascoigne5044 6 หลายเดือนก่อน

    No mention of Windows on ARM in the video.

  • @kalidsherefuddin
    @kalidsherefuddin 6 หลายเดือนก่อน +1

    The great

  • @kelrune
    @kelrune 6 หลายเดือนก่อน +2

    first line says arm CPU. dont you mean arm Achitecture CPU. Arm is broad.

  • @saskiavanhoutert6081
    @saskiavanhoutert6081 3 หลายเดือนก่อน

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

  • @a_a4722
    @a_a4722 5 หลายเดือนก่อน

    what is arm litography ?

  • @baracktrump1410
    @baracktrump1410 5 หลายเดือนก่อน

    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 หลายเดือนก่อน

      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.

  • @wadudvlogs
    @wadudvlogs 6 หลายเดือนก่อน

    Brilliant ..... S. 😀😀

  • @evalangley3985
    @evalangley3985 6 หลายเดือนก่อน +1

    AMD 7040u laptops have some laptop having 30 hours battery life on x86. So it is not true that ARM is more efficient in laptop and compute environment. EPYC is even more efficient than some of AWS Graviton CPU in cloud environment. ARM is simply better in mobiles, but for the rest, it is not true.

  • @regolith1350
    @regolith1350 4 หลายเดือนก่อน

    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.

  • @CornyBum
    @CornyBum 6 หลายเดือนก่อน +1

    Interesting video on a powerful company I'd never heard of before watching. If I start investing in stocks, this (or others like it) seems like something good to buy shares in, but I'm wary of its dealings with China and its technology being used for nefarious things over there...although its Chinese component seems like a separate thing for investors.

    • @Johnny.Fedora
      @Johnny.Fedora 6 หลายเดือนก่อน +2

      If you hadn't heard of ARM, then you have a LOT to learn before daring to toss your money into specific tech stocks.

    • @CornyBum
      @CornyBum 6 หลายเดือนก่อน +1

      @@Johnny.Fedora So much information out there. It might be enough to just turn me off from investing in the first place, haha.

    • @sebastientoussaint5461
      @sebastientoussaint5461 6 หลายเดือนก่อน

      I would not put soo much weight into their China venture.