Author Topic: Arm seeks to raise prices ahead of hotly anticipated IPO  (Read 412 times)

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Offline KarelTopic starter

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Arm seeks to raise prices ahead of hotly anticipated IPO
« on: March 23, 2023, 12:41:25 pm »
SoftBank-owned group aims to charge more for each chip design in radical shake-up of business model

“Arm is going to customers and saying ‘We would like to get paid more money for broadly the same thing’,”
said one former senior employee who left the company last year.
“What SoftBank is doing at the moment is testing the market value of the monopoly that Arm has.”


https://www.ft.com/content/25ea2570-264d-472d-8ef8-3a02003e87ab
 

Offline tom66

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Re: Arm seeks to raise prices ahead of hotly anticipated IPO
« Reply #1 on: March 23, 2023, 12:50:49 pm »
If I were an Arm droid, I would be terrified about RISC-V.  Especially given China is pushing it hard.  I am not sure how the performance/power stuff compares but an open ISA and architecture could eliminate much of the advantages Arm has.
 
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Offline thm_w

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Re: Arm seeks to raise prices ahead of hotly anticipated IPO
« Reply #2 on: March 23, 2023, 09:39:08 pm »
"These people said Arm planned to stop charging chipmakers royalties for using its designs based on a chip's value and instead charge device makers based on the value of the device. This should mean the company earns several times more for each design it sells, as the average smartphone is vastly more expensive than a chip."

This is dumb. But it might temporarily increase the value of the IPO.
Remind me when they go public and make some money shorting ARM.
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