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This is a real possibility, albeit a sad one.

No amount of FUD will save ARM. Only pivoting into a different business model could.




Honestly, ARM is fine. They're no longer the only game in town, but they've still got a huge head start.


They'll be fine if they focus on their microarchitectures rather than the ISA (where IMHO they've already lost), and make the process for obtaining a license much more streamlined; I've heard it takes no less than 18 months of long negotiations to license anythin from ARM. That's not sustainable now that there's competition.


That's already where their focus is. Most of ARM's customers are licensing specific cores from ARM, not the ISA as a whole.


> where IMHO they've already lost

Given M1, Graviton etc etc that’s a bold statement.


High performance implementations are possible even with bad ISAs, given enough resources.

x86-64 is much worse than ARM. It's a literal clusterfuck. And yet.

A high performance implementation of ARM, which is a much better ISA than x86-64, was something expected to happen sooner or later. It did not surprise me.


Fair enough but I’m still not sure why you think the Arm ISA has ‘lost’?




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