Apple is set to announce the A18 chip, which adopts the latest V9 design from Arm, on Monday!
Apple is preparing to announce the A18 chip at an event scheduled for Monday. This new chip will be developed using the latest V9 chip design from Arm, a semiconductor and software design company under SoftBank Group. This development was reported by the Financial Times on Saturday.
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新div : It's too early for ARM to have been listed last year and be included in the nasdaq 100 on June 24th this year. The full-year outlook for 2025 exceeds the consensus of 4 billion dollars, but it hasn't reached 3.95 billion dollars as expected. However, I want to carefully consider the current situation and earnings guidance to increase my position.
Kimihiko OP 新div : Could it enter the SOX index in September?
Kimihiko OP : ARM and TSMC are similar in that customers have no choice but to use them. ARM currently dominates 99% of smartphones and will expand into edge AI devices in the future. TSMC, on the other hand, provides cutting-edge GPUs for datacenters (NVIDIA) as well as legacy processes for automobiles and industrial machinery. It is a solid semiconductor company that will continue to thrive. ASML is another notable player in the industry.
新div : Impressive edge AI, doesn't need to be connected to the internet, with high security for power consumption and speed reduction.
Edge AI. Microsoft is enamored with ARM's design technology, supplying design technology for Microsoft PCs. By 2027, 25% of PCs will nearly double in ARM technology.
Various features in automobiles such as car navigation, automatic collision avoidance, and automatic parking. The electronic transformation of automobiles in various fields.
SoftBank leads the AI revolution, investing 10 trillion yen in datacenters, AI generation, and robotics.
Creating an AI division within ARM, discussions abound about manufacturing AI chips and productization, with talks with TSMC. ARM provides technology to 1000 companies, surprising that 80% of its employees are developers
新div : When Son-san of SoftBank acquired ARM, SoftBank's stock price dropped, commenting that it was a "jumping stone" in the Go term. ARM will be a "jumping stone." If you want to increase through addition, you should place stones around yourself. It does not guarantee victory. Look 10 steps ahead, look ahead 20 steps. artificial intelligence (ai), anticipate the distant future.
新div : Ten years before the acquisition, SoftBank acquired Vodafone's Japanese subsidiary, shifting the paradigm from Yahoo to SoftBank, and acquiring ARM. In 10 to 20 years, it will become the core of SoftBank. In 2045, a technological singularity will occur. The evolution of AI may continue to replace human labor in 10 years. It's uncertain whether this age of AI replacing humans will be convenient or difficult.
Kimihiko OP : The CPU core "V9" developed by ARM has had a significant impact on the smartphone market. The revenue that ARM obtains from V9 has grown to account for 50% of the revenue from smartphone sales. Apple has signed a new contract to extend its technical partnership with ARM until after 2040.
新div : ARM's management team tends to be cautious in their past earnings reports, so caution is necessary.
After going public, shares of the company for less than a year are characterized by high stock price volatility.
In the previous earnings report, the management team mentioned the strong adoption of ARM V9 and the increasing interest in Neoverse.
The first customer of Neoverse is currently in mass production of Microsoft chips, dedicated to server processors.
Improvements in cloud performance, ensuring a proper balance between power consumption and chip area.
Supplying electrical utilities IP cores.
ARM, which has high stock price volatility, is quite volatile in semiconductor stocks. It is possible to expect a rebound from the low prices, so it is recommended to increase positions carefully without rushing.
新div : ARM's sales increased by 60% compared to the previous year, thanks to licensing revenue and increased royalties. However, it was sold in the financial statements because it did not exceed the forecasted full-year figure of $3.989 billion, which is the consensus median for March 2025. The analyst's forecast ranged from $38 to $4 billion, with a forecasted figure of $3.95 billion. Since the forecasted figure did not exceed the analyst's expectations, it resulted in an 8% decrease in the financial statements, given the high expectations of the AI model. I'm not sure if there will be any buying opportunities before or after the next financial statements, but personally, I believe ARM has many potential growth opportunities as it has many GAFA as trading partners, and I am currently observing the situation.