Hardware Podcasts

Episode 31: The Arm F1 and Pending IPO

The Circuit · 28 Aug 2023 · 42m · Episode 33

What this episode covers

Ben Bajarin and Jay Goldberg analyze Arm's F-1 IPO filing, highlighting SoftBank's aggressive exit strategy and the company's heavy reliance on mobile revenue from just five customers, including a litigious Qualcomm. They discuss the low average royalty of 11 cents per chip, the complex Arm China joint venture, and the potential for business model shifts toward compute subsystems. The hosts also assess the IPO's impact on future semiconductor listings, particularly Ampere, noting that a successful Arm launch is critical for market confidence in the sector.

Most relevant to

early-stage companies

Topics

Mentioned

Companies
Arm, SoftBank, Qualcomm, Apple, MediaTek, Amazon, Ampere, NVIDIA, Cadence, Synopsys
Products
Graviton

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