Arm Competing With Its Customers
As Arm moves to compete with its customers, is it pushing its customers towards RISC-V?
One of the oldest rules of the semiconductor industry is: Don’t compete against your customers.
This is all the more important if you’re an IP company where your toe-hold in a customer’s product plans can often be replaced pretty easily.
One of Arm’s great strengths was that its first two CEOs were trusted by its customers not to give preferential treatment to any other customer and not to compete with its customers.
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