Arm says it isn’t worried by tariffs, but won't give guidance for FY'26 Arm shares took a tumble after it declined to issue guidance for the year ahead in light of the current economic uncertainty, despite the chip designer claiming record revenue for the quarter just ended. The UK-based tech biz said it has lower visibility into the market than usual as it kicks off a new financial year, owing to …
No reason for ARM to do anything other than surf the bubble, as the GAFA lemmings invest tonnes in stuff that we will not pay a penny more for than we did last year. Add an AI surcharge and everyone will just buy less. AI is going to increase overheads for anyone mug enough to join in, without increasing revenue. A bit like the transition to nextG. Lots of extra investment. People spending the same.
Boasting about increasing revenue on licensing (30%) when phone manufacturers are not really making much more (2%) is unwise. Those license fees are 100% dependent on the manufacturers' revenue streams.
It isn't really artificial intelligence. It has only niche value. You are all being conned. But hey, make as much from the bubble whilst you can, with a fast, clean exit strategy for when it deflates.
The USA tries to limit China's access to any advanced conputer technology. That increasingly includes ARM designs.
Hence China supporting the development of mor advanced open RISC V designs.
On top of this comes the fact that SoftBank now owns a big stake of ARM as well as Ampere, a very big ARM server/AI chip maker. This makes ARM a competitor of it's own clients.
Again a reason for other ARM chip makers to support the development of an alternative platform, ie, RISC V. Just in case ARM starts to keeps the best R&D for it's own silicon.
All this suggests that ARM might start seeing real competition coming.
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