&From V8 to V9, arm, a British chip design company, used it for ten years. The first major change of this architecture in the past decade has its own aura, and the performance of higher security and faster speed also makes arm stand in the spotlight again. Arm has a lot to offer, but it’s not so good for its old rival Intel. In the past, some customers have turned to arm. Intel’s dominant position has been threatened, and arm’s V9 architecture may be the latest challenge from its competitors.
Ten years ago, arm held a technology conference in Santa Clara, California, where it officially announced its first 64 bit processor architecture, arm V8. At that time, in the era of 64 bit processors, arm finally kept up with the pace of the times. After that, this architecture was also known as the strongest 64 bit processor architecture of arm. However, ten years later, the market has changed dramatically, and arm has also taken a step of self breakthrough.
On March 31 local time, arm officially announced the launch of a new generation of chip architecture arm V9, which is also the first major change in the architecture since the launch of V8 ten years ago. It is understood that the arm V9 architecture has three major improvements, namely, higher security, better AI performance, and overall faster speed. The direction of artificial intelligence has been very clear. Arm said that by the mid-1920s, there will be more than 8 billion voice AIDS, and 90% of applications will contain AI elements. Arm cooperated with Fujitsu to create scalable vector extension (SVE). Now, sve2 is a part of arm V9 for better machine learning and digital signal processing.
Simon SEGAs, chief executive of arm, said the V9 architecture would improve security and trust, and lay the foundation for computer technology in the next decade. For questions such as when the product can be provided to consumers, a reporter from Beijing business daily contacted arm, but as of press release, no reply has been received. However, arm also revealed that it is estimated that 100 billion arm devices will be shipped in the next five years. At the current rate, 100% of the shared data will be processed on ARM chips, whether in the terminal or in the cloud.
It is worth noting that in September last year, NVIDIA announced its acquisition plan for arm, and Softbank agreed to sell arm to the former for $40 billion. The huge merger and acquisition of the semiconductor industry immediately caused a shock to the market, but up to now, this merger and acquisition has not made much progress.
First of all, the UK, where arm is headquartered, has not been released publicly. In September last year, a Reuters article pointed out that the sale of Cambridge based arm to NVIDIA could cause greater damage to British interests. It mentioned that if NVIDIA acquired arm, it would be reasonable for it to let arm engineers join the US team. But such a move would cost the UK nearly 3000 jobs and weaken Cambridge’s position as the UK’s “technology centre”. Second, the acquisition may damage Britain’s “technological sovereignty”.
In February, the financial times also reported that EU and UK officials said that in view of the importance of ARM chip design, the UK and EU would launch a competitive investigation into NVIDIA’s $40 billion acquisition of arm. The deal will be thoroughly investigated and could eventually lead to a ban. In response to this situation, Vegas said, “arm is excited about the prospect of merging with NVIDIA, which will bring more powerful engineering capabilities, combining our pervasive computing platform with their attainments in the field of AI.”.
However, the potential challenges brought by arm cannot be ignored, especially for Intel. According to the report of Peng Bo, arm’s move is aimed at the market dominated by Intel, the world’s largest chipmaker. This argument is not groundless. At Apple’s global developers conference last June, apple officially announced that it would launch arm version of its self-developed MAC processor. What needs to be added is that in the past 15 years, Apple has been using Intel’s x86 chip on Mac.
“MAC is a big step forward, and we are ushering in the day of Mac’s own Apple chip.” At that time, Apple CEO cook called it “a historic day for the Mac.”. This day also sounded an alarm for Intel. After all, before that, Amazon also released the graveton 2 server chip based on ARM architecture, which also means that Amazon is trying to reduce its dependence on Intel chips.
At present, arm provides processor design and instruction set for apple, Samsung and Qualcomm. ARM technology is also widely used in the smartphone industry, and the company is gaining a firm foothold in other markets such as personal computers and servers. When Intel introduces the new arm V9 architecture, it also means that arm is trying to consolidate its current position while strengthening its competition with Intel.
But Intel is not going to be weak. Not long ago, Intel’s new CEO pat gersingh made his first public speech and released the “IDM 2.0” strategy. The strategy shows that Intel will set up a new independent business unit – Intel foundry services division (IFS). At the same time, Intel will start to produce chips for other companies, not just design and produce its own high-performance chips. “Intel is back,” gersingh stressed. The old Intel is now the new Intel. “
Beijing Business Daily reporter Yang Yuehan
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