According to reports, SoftBank Arm is accelerating the major transformation from the traditional licensing model to the independent chip design and manufacturing, which is expected to debut as early as the summer.

It is reported that the new chip will serve as a central processing unit (CPU) platform for large data center servers, based on a customizable design, able to meet the specific needs of multiple customers, including Meta, while production may be outsourced to specialist manufacturers such as TSMC.

Arm's business model has long revolved around licensing its instruction set architecture and complex core designs to global technology giants such as Apple, Google, Nvidia, Amazon, Microsoft, Qualcomm and Intel, enabling them to develop their own chips.

However, in the face of an increasingly competitive market environment, especially the explosion of demand in the field of artificial intelligence (AI), Arm is actively exploring new growth paths in order to achieve a double leap in technology added value and revenue sources.

Since taking over as CEO of Arm in 2022, Rene Haas has continued to lead the company's transformation from a traditional IP licensing model to the pursuit of higher royalty returns, and now this transformation strategy has taken a decisive step - officially entering the autonomous chip business. This move marks Arm's turnaround from a pure technology component supplier to an integrated service provider capable of providing complete processor solutions.

It is worth noting that this transformation not only indicates that Arm may form direct competition with its former Allies such as Nvidia and Qualcomm in specific markets, but also may have a profound impact on the existing customer relationship pattern, triggering a new round of consolidation and adjustment in the industry.

In addition, SoftBank Group founder Masayoshi Son announced in the "Star Gate" plan that he will join hands with OpenAI and other partners to spend up to $500 billion to build AI infrastructure, and Arm as a key technology partner in the grand blueprint, its transformation will undoubtedly inject more strong technical power and innovative vitality into this plan.