In ARMv8 you have a much cleaner mechanism through system registers(MSR/MRS).
" It's an open secret that ARM was (and still is) selling the CPU design at a discount if you integrated their Mali (GPU)." Why is that bad? Not only it's common business practice (the more you buy from us, the cheaper…
Graviton is Neoverse, ARM's Neoverse.
The AMX is an accelerator block... If you concluded otherwise, your reverse-engineering skills are not great... Let me repeat this: part of the ARM architectural license says that you can't modify the ISA. You have to…
That's like saying that my Intel CPU comes with an NVIDA Turing AI acceleration extension. The instructions the CPU can run on an Apple ARM-based CPU is all ARM ISA. That's in the license arrangement, if you fail to…
The main source of revenue for ARM is, by far, royalties. Licenses are paid once, royalties are paid by unit shipped. And they shipped billions last year. Revenue is not $300, we don't know what ARM's revenue is because…
As I said, I'm on my second FAANG. The "very rare individuals" you mention are hired L9 or above. That is, distinguished engineers+. You don't get to L9 with "a valuable technical contribution", you get there because…
And that's not the worst. The worst is that all of this was well known by pretty much everyone in the country. I've been hearing about these dealings, the King's affairs, and generalized corruption in the Royal House…
Competitors are also multi-billion corporations. I do work for one of those big multi-billion corporations, it's my second, and I've also worked for others not so big. Only newbie engineers fresh out of college believe…
Do you think a multi-billion corporation would pay a low level employee an extra million just because they can? You may overestimate the value of individual engineers, big corporations don't. That's how they become big.…
Apple is a small, although significant, part of ARM's total market share. And that 25x is, as I said, without taking into account the premium. If you do, and there are good arguments to do so, the valuation growth is…
ARM was publicly traded between 1998 and 2016. In that period its value multiplied about 25x, not counting the premium of the acquisition. Could you elaborate, please? Where do you see the disaster? (Honest question).
The company is currently valued by analysts as high as $40 billion. Most seem to believe it's worth more than the $32bn Softbank paid in 2016.
Definitely in the short run, because of the understandable fear from NVIDIA's competitors to use their (now) technology. Maybe in the mid run if those fears begin to crystallize. Unlikely in the long run, I'd assume…
They can also design their own ISA. An ISA is a document, they can write their own. Now, can you think of reasons why they wouldn't want to do it that don't also apply to MIPS?
This can happen anywhere in the world. In order to remove a CEO, you have to follow the proper process. Allen Wu claims that the process wasn't followed and, therefore, his dismissal was illegal and void in effect. It's…
Socialist + "extreme centre" at best. And that's the executive. The legislature and the judicial are still packed and dominated by francoists, respectively. And don't get me started on the military... Spain was an…
This is corporate mindset 101. Questions like "why don't you do X" make no sense to a corporation. The question is always "why should I do X". Every decision has a cost and a benefit, and things happen when benefits…
"Apple Silicon" is a literal truth. The silicon design, the microarchitecture, is theirs, not ARM's. The architecture, this includes the ISA but also many other things that have to be taken into consideration in CPU…
I can give you a quick one: 5nm CPUs in Apple laptops.
1) ARM sells "ecosystem". They can license their IP because licensees know that, once they buy into it, they benefit from a unified ecosystem. Developing and, more than anything else maintaining an ecosystem, is…
"ARM very recently started allowing licensees to add custom instructions, but only for Cortex-M (embedded)." They've reserved a block for that in the encoding space. Quite exciting! And it makes a lot of sense in…
You don't need special instructions to talk to peripheral devices. The ISA supports that from the get go. As a licensee, you can't add instructions to the ISA, only ARM can do that. That's what they do, they're the…
Just because you don't see the problem, it doesn't mean it's not there. However you want to put it, you can't add (or remove) instructions at your leisure if you want to keep your license. It does not happen. I can get…
The point is, originally, Apple were co-owners of Arm (together with Acorn and VLSI).
In ARMv8 you have a much cleaner mechanism through system registers(MSR/MRS).
" It's an open secret that ARM was (and still is) selling the CPU design at a discount if you integrated their Mali (GPU)." Why is that bad? Not only it's common business practice (the more you buy from us, the cheaper…
Graviton is Neoverse, ARM's Neoverse.
The AMX is an accelerator block... If you concluded otherwise, your reverse-engineering skills are not great... Let me repeat this: part of the ARM architectural license says that you can't modify the ISA. You have to…
That's like saying that my Intel CPU comes with an NVIDA Turing AI acceleration extension. The instructions the CPU can run on an Apple ARM-based CPU is all ARM ISA. That's in the license arrangement, if you fail to…
The main source of revenue for ARM is, by far, royalties. Licenses are paid once, royalties are paid by unit shipped. And they shipped billions last year. Revenue is not $300, we don't know what ARM's revenue is because…
As I said, I'm on my second FAANG. The "very rare individuals" you mention are hired L9 or above. That is, distinguished engineers+. You don't get to L9 with "a valuable technical contribution", you get there because…
And that's not the worst. The worst is that all of this was well known by pretty much everyone in the country. I've been hearing about these dealings, the King's affairs, and generalized corruption in the Royal House…
Competitors are also multi-billion corporations. I do work for one of those big multi-billion corporations, it's my second, and I've also worked for others not so big. Only newbie engineers fresh out of college believe…
Do you think a multi-billion corporation would pay a low level employee an extra million just because they can? You may overestimate the value of individual engineers, big corporations don't. That's how they become big.…
Apple is a small, although significant, part of ARM's total market share. And that 25x is, as I said, without taking into account the premium. If you do, and there are good arguments to do so, the valuation growth is…
ARM was publicly traded between 1998 and 2016. In that period its value multiplied about 25x, not counting the premium of the acquisition. Could you elaborate, please? Where do you see the disaster? (Honest question).
The company is currently valued by analysts as high as $40 billion. Most seem to believe it's worth more than the $32bn Softbank paid in 2016.
Definitely in the short run, because of the understandable fear from NVIDIA's competitors to use their (now) technology. Maybe in the mid run if those fears begin to crystallize. Unlikely in the long run, I'd assume…
They can also design their own ISA. An ISA is a document, they can write their own. Now, can you think of reasons why they wouldn't want to do it that don't also apply to MIPS?
This can happen anywhere in the world. In order to remove a CEO, you have to follow the proper process. Allen Wu claims that the process wasn't followed and, therefore, his dismissal was illegal and void in effect. It's…
Socialist + "extreme centre" at best. And that's the executive. The legislature and the judicial are still packed and dominated by francoists, respectively. And don't get me started on the military... Spain was an…
This is corporate mindset 101. Questions like "why don't you do X" make no sense to a corporation. The question is always "why should I do X". Every decision has a cost and a benefit, and things happen when benefits…
"Apple Silicon" is a literal truth. The silicon design, the microarchitecture, is theirs, not ARM's. The architecture, this includes the ISA but also many other things that have to be taken into consideration in CPU…
I can give you a quick one: 5nm CPUs in Apple laptops.
1) ARM sells "ecosystem". They can license their IP because licensees know that, once they buy into it, they benefit from a unified ecosystem. Developing and, more than anything else maintaining an ecosystem, is…
"ARM very recently started allowing licensees to add custom instructions, but only for Cortex-M (embedded)." They've reserved a block for that in the encoding space. Quite exciting! And it makes a lot of sense in…
You don't need special instructions to talk to peripheral devices. The ISA supports that from the get go. As a licensee, you can't add instructions to the ISA, only ARM can do that. That's what they do, they're the…
Just because you don't see the problem, it doesn't mean it's not there. However you want to put it, you can't add (or remove) instructions at your leisure if you want to keep your license. It does not happen. I can get…
The point is, originally, Apple were co-owners of Arm (together with Acorn and VLSI).