ARM has serious issues with investment their operating margins under SoftBank dropped form 50% to below 10% they can barely afford their current R&D investment.
And the market now is more dependent on their reference designs and core IP than ever.
ARM as a company isn’t in a good position, they need a parent that can actual drive them forward or go public and get the investment they need and honestly deserve.
And the market now is more dependent on their reference designs and core IP than ever.
ARM as a company isn’t in a good position, they need a parent that can actual drive them forward or go public and get the investment they need and honestly deserve.