cover of episode How ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas)

How ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas)

2024/12/2
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D
David
波士顿大学电气和计算机工程系教授，专注于澄清5G技术与COVID-19之间的误信息。
R
Rene Haas
Topics
Rene Haas: ARM设计CPU，它是所有现代电子设备的数字大脑。ARM设计指令集架构（ISA），并将其授权给合作伙伴，合作伙伴可以基于ARM开发自己的CPU，或者ARM设计并授权自己的CPU。苹果手机和Mac电脑中的CPU都是基于ARM的。现代家居中可能存在数百个ARM芯片。早期的ARM处理器设计目标是低功耗、高性能和低成本。ARM的第一个重要设计成功是为诺基亚GSM手机的基带芯片提供处理器。苹果iPhone是ARM发展壮大的关键转折点。ARM的盈利模式是授权费和版税。ARM的开放模式使其具有竞争优势。ARM在数据中心市场的优势在于其更高的能效和可定制性。人们对ARM的乐观预期源于其在不断增长的市场中的优势地位以及人工智能的兴起。加速计算和GPU的兴起将进一步推动对ARM的需求。ARM的子系统业务是其IP业务模式的自然延伸。ARM的子系统可以帮助客户更快地将产品推向市场。 David: 过去一年，ARM芯片的出货量接近290亿，平均每人4个。ARM芯片已经广泛应用于云架构中。ARM最初的设计目标是为低功耗设备（如苹果Newton）设计新的芯片架构。RISC（精简指令集计算机）与CISC（复杂指令集计算机）的主要区别在于指令集的复杂度和功耗。IBM PC及其兼容机的成功，巩固了x86架构的市场地位。CPU架构的成功取决于其上运行的软件数量和寿命。ARM最初的几十年里，主要服务于低功耗嵌入式设备市场。早期的iPhone芯片由三星为苹果制造。加速计算和GPU的兴起对ARM来说是机遇而非威胁。ARM正在通过提供子系统来扩展其业务模式。

Deep Dive

Chapters
ARM's CEO, Rene Haas, discusses the ubiquity of ARM chips in everyday devices and their role in various industries.
  • ARM designs the CPU, which is the digital brain of every modern electronic device.
  • ARM chips are found in smartphones, cars, data centers, and AI chips.
  • There are hundreds of ARM chips in a typical household.

Shownotes Transcript

ARM is an incredibly unlikely story. They were founded in Cambridge, England in 1990 to design a new chip architecture just for low-power devices (like the Apple Newton!), leaving the “serious computing” on desktop and servers to Intel’s x86. Now, nearly three decades later, ARM is the dominant architecture in all of computing today.

ARM is in your phone, your car, data centers, the most advanced AI chips… there are hundreds (or thousands!) of ARM chips you encounter in your everyday life. In this episode, ARM Holdings CEO Rene Haas joins us to tell the story of how ARM become so dominant, weaving through the through the iPod, smartphone, and AI eras. Plus, their wild corporate story of going public, getting bought by SoftBank, going public again, and nearly being acquired by NVIDIA!

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