Arm: The Sino-US technology war changes the rules of the game, but it cannot stop the wave of strong computing growth

According to a report by Taiwan media "Economic Daily" on the 12th, Drew Henry, the executive vice president of strategy and marketing of Arm, a leading semiconductor IP company, recently visited Taiwan. Big waves of ubiquitous, strong growth.

Henry emphasized that the United States has changed the rules of the game for the global semiconductor industry, but Arm's current business model will not be adjusted accordingly. He explained that what Arm provides is semiconductor IP, and its service area covers the United States, mainland China, Taiwan, and Europe. According to the development of customers in each region, it provides Arm-based core processors, graphics chips, data center and server processors, and automotive A complete set of chips or customized complete platforms and complete software solutions. He added that Arm will pay close attention to the latest global sanctions regulations, and continue to promote the continuous growth of the business under the premise of compliance with the regulations.

Henry further emphasized that Arm has actively diversified its product portfolio over the past few years and is not affected by the decline in demand from a single industry. In the future, the demand for semiconductor computing will continue to grow. From a small sensor chip to a huge cloud data center, the three major aspects of data transmission, computing, and storage will continue to increase. These are the sustainable growth directions of Arm in the future.

It is reported that Canalys President and CEO Steve Brazier recently pointed out that the cloud processor market has begun to tilt towards Arm, and Google and Amazon are stepping up the development of their own Arm processors, all of which are changing silently. Brazier believes that in 2026 alone, half of cloud processors will be based on Arm processors, and 30% of the PC market share will also be based on Arm processors.