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Arm Announces Next-Generation Neoverse V1 and N2 Cores

Ten years ago, Arm set its sights on deploying its compute-efficient technology in the data center with a vision towards a changing landscape that would require a new approach to infrastructure compute.

That decade-long effort to lay the groundwork for a more efficient infrastructure was realized when we announced Arm Neoverse, a new compute platform that would deliver 30% year-over-year performance improvements through 2021. The unveiling of our first two platforms, Neoverse N1 and E1, was significant and important. Not only because Neoverse N1 shattered our performance target by nearly 2x to deliver 60% more performance when compared to Arm's Cortex-A72 CPU, but because we were beginning to see real demand for more choice and flexibility in this rapidly evolving space.

NVIDIA CEO Jensen Huang Says NVIDIA-Branded CPUs Could be Coming

It was just yesterday that we have received the news of NVIDIA's latest move - acquiring Arm Ltd. from Softbank Group for $40 billion. However, it seems like there are more reasons for the deal than what meets the eye. In the briefing regarding the acquisition, NVIDIA's CEO was asked a question, by Timothy Prickett Morgan, from TheNextPlatform, about NVIDIA's plans for a possible implementation of Arm's Neoverse core in an NVIDIA-branded CPU design and start selling them to data centers. To that question, Mr. Huang gave a prolonged answer indirectly saying that the company can build the CPU if there is a market for it.

He explains that there is an entire network surrounding the Arm ecosystem and that there may be customers interested in contracting NVIDIA to build them semi-custom or completely custom chip based on Arm ISA on NVIDIA's own interest. Any of these options are available and Mr. Haung says that they are there for the best interest of the ecosystem to enrich it enhance it even further. This means that it is just a matter of time before we see NVIDIA-branded CPU make its way to data-center or some other areas of technology, so we have to wait and see for ourselves.

NVIDIA to Acquire Arm for $40 Billion, Creating World's Premier Computing Company for the Age of AI

NVIDIA and SoftBank Group Corp. (SBG) today announced a definitive agreement under which NVIDIA will acquire Arm Limited from SBG and the SoftBank Vision Fund (together, "SoftBank") in a transaction valued at $40 billion. The transaction is expected to be immediately accretive to NVIDIA's non-GAAP gross margin and non-GAAP earnings per share.

The combination brings together NVIDIA's leading AI computing platform with Arm's vast ecosystem to create the premier computing company for the age of artificial intelligence, accelerating innovation while expanding into large, high-growth markets. SoftBank will remain committed to Arm's long-term success through its ownership stake in NVIDIA, expected to be under 10 percent.

MediaTek Advances its 5G Platform with New T750 5G Chipset for Routers and Hotspots

MediaTek today announced its T750 5G chipset to power next generation 5G CPE wireless products, like fixed wireless access routers (FWA) and mobile hotspots, to bring fast 5G connectivity into homes, businesses and anyone on the go. The highly integrated, 7 nm compact chip design comes with an integrated 5G radio and quad-core Arm CPU. It's full-featured with all the essential functions and peripherals for device makers to build high performance consumer premise equipment products in the smallest form factors possible. The T750 is sampling now with potential customers.

"Pervasive high-speed broadband connectivity is becoming more important with the increase in connected devices and the surge of people working from home, taking online classes and using services like tele-health and video calling," said JC Hsu, Corporate Vice President and General Manager of MediaTek's wireless communications business unit. "We are extending our 5G leadership beyond the smartphone segment with the T750 chipset, opening up new markets for broadband operators and device makers, and helping consumers - no matter where they live - to experience all the advantages of 5G connectivity."

Arm Announces Cortex-R82: The First 64-bit Real Time Processor to Power the Future of Computational Storage

There is expected to be more than 79 zettabytes of IoT data in 2025, but the real value of this data is found in the insights it generates. The closer to the data source we can produce these insights the better, because of the improved security, latency and energy efficiency enabled. Computational storage is emerging as a critical piece of the data storage puzzle because it puts processing power directly on the storage device, giving companies secure, quick and easy access to vital information.

Our expertise and legacy in storage puts Arm in a strong position to address the changing needs of this market - with around 85% of hard disk drive controllers and solid-state drive controllers based on Arm, we are already a trusted partner for billions of storage devices. Today, we're announcing Arm Cortex-R82, our first 64-bit, Linux-capable Cortex-R processor designed to accelerate the development and deployment of next-generation enterprise and computational storage solutions.

Apple's Custom GPU is Reportedly Faster than Intel iGPU

When Apple announced their transition form Intel processors to Apple Silicon, we were left wondering how the silicon will perform and what characteristics will it bring with it. According to the latest report from The China Times, the Apple custom GPU found inside the new Apple Silicon will bring better performance and energy efficiency compared to Intel iGPU it replaces. The 5 nm GPU manufactured on TSMC's N5 semiconductor manufacturing node is supposedly codenamed "Lifuka" and it brings Apple's best to the table. Planned to power a 12-inch MacBook, the GPU will be paired with a custom CPU based on Arm ISA as well. The same chips powering iPhone and iPad devices will go into MacBook devices, with the TDP increased as MacBook will probably have much higher cooling capacity. The first Apple Silicon MacBook will come in H2 of 2021.
Here is the copy of a full report from The China Times below:

Arm and DARPA Sign Partnership Agreement to Accelerate Technological Innovation

Arm today announced a three-year partnership agreement with the U.S. Defense Advanced Research Projects Agency (DARPA), establishing an access framework to all commercially available Arm technology. With DARPA's Electronics Resurgence Initiative gaining momentum, the new agreement will enable the research community that supports DARPA's programs to quickly and easily take advantage of Arm's leading IP, tools and support, accelerating innovation in a variety of fields.

"The span of DARPA research activity opens up a huge range of opportunities for future technological innovation," said Rene Haas, president, IP Products Group, Arm. "Our expanded DARPA partnership will provide them with access to the broadest range of Arm technology to develop compute solutions supported by the world's largest ecosystem of tools, services and software."

NVIDIA Might Close the Deal of Arm Acquisition Before Summer Ends

Last time we have reported that the situation with NVIDIA taking over Arm is getting serious, and it was reported that their talks were getting quite advanced. Today, we are getting new information regarding this, from the sources of Evening Standard. According to their information, the deal is supposed to be done by the time summer ends. That puts the timing of the deal very close to the present, so we could expect to see more details very soon. The venture is worth a lot, as Softbank is asking as much as 40 billion GBP, which is around 52.62 billion USD. It also goes to show just how much Arm Ltd. has grown in value from the 31 billion USD number Softbank paid in 2016 to acquire it.

Samsung Aims to Become Number One Android AP Vendor by Joining Forces with AMD and Arm

Samsung Electronics has reportedly laid out a plan to become the number one Android application processor (AP) vendor in the industry with its plan to join forces with AMD and Arm. The report of Business Korea indicates that Samsung wants to use both company's knowledge and IP to produce the best possible silicon. In early November of last year, Samsung has decided to shut down its division responsible for making custom CPU designs, and to start licensing IP from Arm. Also last year, Samsung has announced a strategic partnership with AMD to use its RDNA graphics processors in smartphones.

So Samsung plans to license IPs from both companies and just put them in SoC that will be up to the task to deliver the best performance, as the company predicts. The CPU is reportedly going to be based on Arm's Cortex-X custom design that should deliver high-performance Samsung wants. In the past, the company had some problems with the heat-management of its CPUs as they were designed a bit inefficiently. To cover everything, Samsung also plans to increase the number of employees working on a neural processing unit (NPU) and make a good performing NPUs as well, to combine with the rest of IPs.

NUVIA Phoenix SoC is 40-50 Percent Faster Than Zen 2 for a Third of Power

Last year, in November of 2019, a startup company called NUVIA Inc. broke out of the stealth mode and decided to reveal itself to the public. Focused on "re-imagining silicon", the company is led by some of the brightest minds in the semiconductor industry. Some people like Gerard Williams III, the CEO of the company, previously served as a chief CPU architect at Apple and has spent over 10 years at Arm before that. Others like Manu Gulati and John Bruno serve as senior vice presidents of silicon and system engineering respectively. Together, their people are forming a company full of well-known industry names. Of course, there are more and you should check out this page.

NUVIA Inc. promises to deliver only the best performance and "re-imagine silicon" as they say. Today, we got some bold claims from the company regarding the performance of their upcoming Phoenix SoC. Using Geekbench 5, the company has provided some simulated results of how the Phoenix SoC will perform. Being that it runs on Arm ISA, the SoC can run at very low power and achieve good performance. NUVIA has run some simulations and it expects its Phoenix SoC to be 40-50% faster in single-threaded performance than Zen 2/Sunny Cove at just a third of the power, 33% of the percent of power to be precise. In the graph below, NUVIA has placed its SoC only in 5 W range, however, the company said that they have left the upper curve to be disclosed at later date, meaning that the SoC will likely compete in high-performance markets and at higher power targets. While these claims are to be taken with a grain of salt, it is now a waiting game to see how NUVIA realizes its plans.
NUVIA Inc. Logo NUVIA Phoenix SoC Performance

Softbank Approaches TSMC and Foxconn for Potential Arm Buyout

Softbank-owned company Arm Ltd. has been a subject to a round of rumors regarding the potential buyout of the company because Softbank has considered selling it for some time. The company has approached NVIDIA, with their talks getting "advanced", and Samsung wants a piece of the cake as well. It is now reported that Softbank has approached TSMC and Foxconn as well, regarding a potential Arm takeover. In the report by Nikkei Asia, we have found out that Arm has shared the same financial data points and business plan with TSMC and Foxconn, the same way company did with NVIDIA.

If TSMC and Foxconn have any interest in the company, it would be necessary to create a consortium that would operate Arm Ltd. With NVIDIA, Samsung, and these two new players, the consortium would already count four companies. Nikkei sources claim that Apple and Qualcomm have been also included in the poll of potential buyers, which would make the idea of establishing a consortium very valid.

Tachyum Shows Prodigy Running Existing x86, ARM, and RISC-V Software

Tachyum Inc. announced that its Prodigy Universal Processor has successfully completed software emulation testing across x86, ARM and RISC-V binary environments. This important milestone demonstrates that Prodigy will enable customers to run their legacy applications transparently at launch with better performance than any contemporary or future ARM or RISC-V processors. Coupled with hyperscale data center workhorse programs such as Hadoop, Apache and more, which Tachyum is recompiling to Prodigy native code, this capability will ensure that Prodigy customers can run a broad spectrum of applications, right out of the box. Tachyum customers consistently indicate that they would run 100% native applications within 9-18 months of transitioning to the Tachyum platform to exceed performance of the fastest Xeon processor. The emulation is to smoothly transition to native software for Tachyum Prodigy.

Arm Co-Founder Doesn't Think NVIDIA Owning the Company Would be in Its Best Interests

Arm co-founder Hermann Hauser recently gave an interview to BBC where he expressed some concerns regarding the prospective buy acquisition from NVIDIA, which has been in talks with Arm owner Softbank towards the IP-designer's acquisition. As Hauser puts it, "It's one of the fundamental assumptions of the ARM business model that it can sell to everybody," Hauser told BCC, "The one saving grace about Softbank was that it wasn't a chip company, and retained ARM neutrality. If it becomes part of Nvidia, most of the licensees are competitors of Nvidia, and will of course then look for an alternative to ARM."

Hauser doesn't think the NVIDIA deal will follow through due to these aspects of the chip design ecosystem, with many Arm clients - such as Intel, Apple, Qualcomm, TSMC, Samsung, among others - being direct or otherwise indirect competitors to NVIDIA. Hauser thinks that Arm would be much better served through a British government intervention in bringing the company back towards the British fold: "The great opportunity that the cash needs of Softbank presents is to bring ARM back home and take it public, with the support of the British government." The Softbank acquisition occurred back in 2016 and cost the company some $24 billion; however, recent estimates from New Street Research LLP placed Arm's valuation at USD $44 billion if its IPO took off in 2021, and as much as $68 billion by 2025.

Samsung Joins Arm Foray, Eyes Stakes Instead of Buyout

Samsung Electronics has joined the race to buy at least a slice of Arm Holdings from Japan's SoftBank, if not an all-out acquisition bid like the one from NVIDIA. According to a report by The Korea Times, As of now, the Korean semiconductor giant, which is also an Arm licensee like NVIDIA, is eying a tiny 3-5 percent take in Arm Holdings. A top industry official on condition of anonymity told the Korean paper, that Arm is likely to be acquired by a consortium of multiple companies from the semiconductor industry, given the complex shareholding pattern of Arm Holdings.

It is hence likely that NVIDIA's rival isn't directly Samsung, but rather an amorphous consortium that includes it. At the outset, Samsung's stake purchase could raise the valuation of Arm, making it that much more difficult for NVIDIA. The same official also comments on the uphill battle NVIDIA faces in its Arm bid, and doubted the company's financial prowess to pull something like this off. "NVIDIA won't become the sole suitor for Arm as the company needs to win approvals from fair trade authorities in countries that are doing business with the British company. I think it will be difficult for NVIDIA to gain approval from any of those authorities," he said.

NVIDIA in Advanced Talks to Acquire Arm from SoftBank

It was reported last week that NVIDIA is "interested" in acquiring UK chip-design firm Arm from Japan's SoftBank that holds a treasure chest of tech IP. Now Bloomberg reports that things are getting serious between NVIDIA and SoftBank, with the two reportedly engaged in "advanced talks" over the possible acquisition of Arm by NVIDIA. The graphics and scalar compute giant recently surpassed Intel in market capitalization.

With a few quick moves, NVIDIA stands a real chance of displacing Intel as makers of the world's most popular CPU machine architecture, driven mainly by smartphones, tablets, networking infrastructure, wearables, and IoT devices. The Arm architecture is also taking strides into the server space, and Apple recently decided to dump Intel x86 in favor of Arm-powered homebrew SoCs. Arm could cost NVIDIA an arm and a leg. New Street Research LLP estimated Arm's valuation at USD $44 billion if its IPO took off in 2021, and as much as $68 billion by 2025.

Arm China Goes Rogue, Ex-CEO Blocking the Business

Arm Ltd., owned by Softbank, has a division specially tailored for China, called Arm China. That division used to operate in Shenzen and it cooperated with Chinese customers. Today in a surprising turn of events, we have information that UK-based Arm Ltd. accuses Arm China ex-CEO of blocking its business, as the Chinese division goes rogue. The Arm China division used to have Mr. Allen Wu as its CEO, who was fired back in June. However, Mr. Wu has refused to cooperate and refused to step down from his position, remaining in control of the business without the consent of UK-based headquarters.

The situation has escalated to a point where Mr. Wu is "propagating false information and creating a culture of fear and confusion among Arm China employees," says Arm in a statement for Bloomberg. "Allen's focus on his own self-preservation has also put China semiconductor innovation at risk as he has attempted to block the critical communication and support our China partners require from Arm for ongoing and future chip designs." It is also said that Mr. Wu has refused to hold an event meant to connect Chinese chipmakers to Arm Ltd. He has hired personal security so no Arm Ltd. representatives can get to him. It is a waiting game to see how well Arm Ltd. can manage this situation, so we have to wait and see.

Samsung Electronics Announces Second Quarter 2020 Results

Samsung Electronics reported today KRW 52.97 trillion in consolidated revenue and KRW 8.15 trillion in operating profit for the second quarter ended June 30, 2020. Even as the spread of COVID-19 caused closures and slowdowns at stores and production sites around the world, the Company responded to challenges through its extensive global supply chain, while minimizing the impact of the pandemic by strengthening online sales channels and optimizing costs.

Quarterly operating profit rose 26 percent from the previous quarter and 23 percent from a year earlier, thanks to firm demand for memory chips and appliances, as well as a one-off gain at its Display Panel Business. A partial recovery in global demand since May also helped offset some COVID-19 effects, resulting in higher earnings than initially expected. Revenue in the quarter fell 4 percent from the previous quarter and 6 percent from a year earlier due to reduced sales of smartphones and other devices.

NVIDIA Interested in Acquiring Arm from SoftBank

The biggest tech news story from last week was Japan's SoftBank contemplating the sale of Arm, one of the hottest pieces of tech IP out there. Turns out, this has piqued NVIDIA's interest. The graphics and scalar compute giant recently surpassed Intel in market capitalization, and has the resources to pull off what could end up being the biggest tech acquisition in history. When it was acquired by SoftBank, Arm Holdings valued at $32 billion, and it's only conceivable that the firm's current valuation is significantly higher for SoftBank to dangle it out in the market. NVIDIA is already an Arm licensee, and following its acquisition of Mellanox, has stated intent to go big in the datacenter industry.

SoftBank Reportedly Considering Selling Arm Holdings

According to the report from The Wall Street Journal, we have obtained information that SoftBank, owner of Arm Holdings, is considering a future of Arm Holdings without SoftBank's ownership. The report is indicating that SoftBank can either sell its subsidiary or make it go to public with Initial Public Offering (IPO). If we recall, SoftBank has purchased Arm Holdings in 2016 for 32 billion USD, and the company is potentially worth much more today. Arm Holdings was established as a joint between Acorn Computers, Apple Computer (now Apple Inc.), and VLSI Technology. The news of SoftBank selling Arm Holdings is coming just after Apple decided to make a Mac based on Arm ISA.

The report from WSJ says that the market interest for such acquisition is unknown, so there is a big possibility that SoftBank will ultimately do nothing and just keep the company. My speculations could be that Apple may have an interest in the company since it is using its royalties and intellectual property. If such a thing happens Apple would be forced to sign a deal by antitrust regulators that force the company to continue offering to license the ISA. After all, Apple was one of the founding members of the joint venture. The possibility of that is of course very low. If another option such as IPO happens, the company would still be in ownership of SoftBank, it would just go to the public trading market.

TerraMaster Invites Developers To Create Their Own App

TerraMaster, a professional brand that specializes in providing innovative storage products including network attached storage (NAS) devices, introduces the TerraMaster TOS APP Development Guide which allows independent developers to create apps that can run on the TerraMaster TOS. The TerraMaster TOS APP Development Guide provide developers a complete suite of tools and a suitable app development environment for creating applications. With this, TerraMaster can work hand-in-hand with developers that will help grow the TerraMaster TOS into a more robust and feature-packed storage ecosystem that will benefit all TerraMaster NAS users.

Developers are given the liberty to develop any application that will fit their needs. Developers can list the developed app on the TerraMaster TOS for other end users to use. Likewise, developers can also charge users for their apps. TerraMaster outlines a simple process for the app development below.

Basemark GPU will be the first benchmark for Apple Silicon based Macs

On Monday 22nd of June Apple announced Mac transition to Apple Silicon. Even though this transition was quite expected, the industry got very excited upon the announcement. Apple released quite a lot of information about their plans, but one key question remained unanswered: how fast are Apple's new ARM based Mac chips?

Apple said people should expect pure performance in one category in particular - graphical performance. What is the performance difference over the Intel integrated graphics that ship in a new MacBook Air? There is no public information available about it.
Basemark Benchmark Apple Silion

Microsoft Ports OpenJDK to Windows on Arm

Microsoft has a goal to nurture the Windows on Arm (WoA) ecosystem and give new adopters the best possible experience. Today, Microsoft made an important announcement. The OpenJDK, an open-source implementation of the Java platform, is coming to the WoA project. Why this is so important you might question yourself? Well, the OpenJDK enables plenty of Java applications to run, so with this, Microsoft is giving WoA users a whole set of new supported applications. Take for example Minecraft Java edition. Now you can run that as well thanks to the new port. This shows commitment to the Arm platform by Microsoft and strong will to not abandon it.
Minecraft Java edition

Intel Gives its First Comments on Apple's Departure from x86

Apple on Monday formalized the beginning of its departure from Intel x86 machine architecture for its Mac computers. Apple makes up to 4 percent of Intel's annual CPU sales, according to a MarketWatch report. Apple is now scaling up its own A-series SoCs that use Arm CPU cores, up to performance levels relevant to Macs, and has implemented support for not just new and upcoming software ported to the new Arm machine architecture, but also software over form the iOS and iPadOS ecosystems on Mac, starting with its MacOS "Big Sur" operating system. We reached out to Intel for some of its first comments on the development.

In a comment to TechPowerUp, an Intel spokesperson said "Apple is a customer across several areas of our business, and we will continue to support them. Intel remains focused on delivering the most advanced PC experiences and a wide range of technology choices that redefine computing. We believe Intel-powered PCs—like those based on our forthcoming Tiger Lake mobile platform—provide global customers the best experience in the areas they value most, as well as the most open platform for developers, both today and into the future."

Ampere Altra Family of Cloud Native Arm Processors expands to 128 cores with Altra Max

Ampere today announced further roadmap details of its Ampere Altra server processor family. In March the company announced Ampere Altra, the world's first cloud native processor, featuring 80 cores. Today, Ampere unveiled preliminary details of the expansion of the cloud-native processor family by adding Ampere Altra Max, which has 128 cores, providing customers with another cloud-optimized processor to maximize overall performance and cores-per-rack density.

Ampere Altra Max is ideal for applications that take advantage of scale-out and elastic cloud architectures. Compatible with the 80-core Ampere Altra and also supporting 2-socket platforms, Ampere Altra Max offers the industry's highest socket-level performance and I/O scalability. It will be sampling in the fourth quarter and additional details will be provided later this year.
Ampere Altra Processor

Apple announces Mac transition to Apple silicon

In a historic day for the Mac, Apple today announced it will transition the Mac to its world-class custom silicon to deliver industry-leading performance and powerful new technologies. Developers can now get started updating their apps to take advantage of the advanced capabilities of Apple silicon in the Mac. This transition will also establish a common architecture across all Apple products, making it far easier for developers to write and optimize their apps for the entire ecosystem.

Apple today also introduced macOS Big Sur, the next major release of macOS, which delivers its biggest update in more than a decade and includes technologies that will ensure a smooth and seamless transition to Apple silicon. Developers can easily convert their existing apps to run on Apple silicon, taking advantage of its powerful technologies and performance. And for the first time, developers can make their iOS and iPadOS apps available on the Mac without any modifications.
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