Arm beat expectations in its first post-IPO earnings report Wednesday. Its low-power chip architecture is in nearly every smartphone, replaced Intel’s x86 processors in Apple’s Mac computers, and is the basis for Qualcomm’s PC processors, and Amazon’s data center chips. CNBC went to Arm in Cambridge, England, to find out how it became the year’s biggest IPO despite 20% of revenue coming from China, struggling smartphone sales, and a failed $40 billion acquisition attempt by Nvidia.
Chapters:
00:00 — Introduction
02:46 — Apple and smartphone dominance
06:12 — Cash and competition
08:40 — Diversification and IP
12:01 — China and other risks
Produced by: Katie Tarasov
Edited by: Evan Lee Miller
Supervising Producer: Jeniece Pettitt
Animation: Jason Reginato, Christina Locopo
Camera: Sydney Boyo, Katie Brigham, Max Thurlow
Additional Footage: AMD, Apple, Arm, Getty Images, Google, Intel, Microsoft, Nvidia, Samsung, TSMC
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How Arm Powers Chips By Apple, Amazon, Google And More
