Companies that are attracting attention after Microsoft switched from Intel to ARM include the following:
1. ARM Holdings
This company designs ARM architecture and will gather even more attention as Microsoft adopts it. This is expected to increase ARM's licensing revenue and drive growth in the entire ecosystem.
2. Qualcomm
Qualcomm provides the ARM-based Snapdragon series for smartphones and has also entered the PC market. With Microsoft's transition to ARM, Qualcomm's presence in the PC market may increase.
3. Apple
Apple has already achieved success by integrating its own ARM-based M-series chips into its Macs, and with Microsoft's move, ARM-based processors may become mainstream in the PC market. Therefore, Apple's architecture strategy will receive even more attention.
4. NVIDIA
NVIDIA, in addition to having strengths in GPUs, has recently made moves to acquire ARM. As the ARM-based product line expands, the evolution of NVIDIA's technology is being closely watched.
5. TSMC
A semiconductor foundry that manufactures ARM-based chips, as well as chips for Apple and Qualcomm. With the expected increase in demand from Microsoft's ARM transition, the company's importance is expected to further increase.
6. MediaTek
MediaTek also develops ARM-based SoCs, widely adopted in mid-range smartphones and IoT devices. With Microsoft's developments, there may be further growth opportunities for PC and other devices.
7. Amazon (AWS)
AWS already provides its own developed ARM-based processor "Graviton" in its cloud services, and Microsoft's movements may accelerate competition in the cloud computing market. With the predicted increase in demand for ARM-based processors, attention is on AWS's strategy.
These companies are expected to compete for industry leadership as ARM-based architecture continues to spread. Microsoft's decision could have a significant impact on the semiconductor and IT industries as a whole.
This company designs ARM architecture and will gather even more attention as Microsoft adopts it. This is expected to increase ARM's licensing revenue and drive growth in the entire ecosystem.
2. Qualcomm
Qualcomm provides the ARM-based Snapdragon series for smartphones and has also entered the PC market. With Microsoft's transition to ARM, Qualcomm's presence in the PC market may increase.
3. Apple
Apple has already achieved success by integrating its own ARM-based M-series chips into its Macs, and with Microsoft's move, ARM-based processors may become mainstream in the PC market. Therefore, Apple's architecture strategy will receive even more attention.
4. NVIDIA
NVIDIA, in addition to having strengths in GPUs, has recently made moves to acquire ARM. As the ARM-based product line expands, the evolution of NVIDIA's technology is being closely watched.
5. TSMC
A semiconductor foundry that manufactures ARM-based chips, as well as chips for Apple and Qualcomm. With the expected increase in demand from Microsoft's ARM transition, the company's importance is expected to further increase.
6. MediaTek
MediaTek also develops ARM-based SoCs, widely adopted in mid-range smartphones and IoT devices. With Microsoft's developments, there may be further growth opportunities for PC and other devices.
7. Amazon (AWS)
AWS already provides its own developed ARM-based processor "Graviton" in its cloud services, and Microsoft's movements may accelerate competition in the cloud computing market. With the predicted increase in demand for ARM-based processors, attention is on AWS's strategy.
These companies are expected to compete for industry leadership as ARM-based architecture continues to spread. Microsoft's decision could have a significant impact on the semiconductor and IT industries as a whole.
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