Exclusive: Rumored parts rise from the ashes with real customers
Word has reached SemiAccurate about the upcoming ARM branded server CPU. While the picture is not complete yet, we can now flesh out a lot of the details.
SemiAccurate has long heard rumors of ARM making their own devices which on the surface appear to compete with some customers. The devices are real, they have customers, and the competition aspect is as unclear as it ever was. All this said, time to dive in.
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Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.