ARM Surges 40%+ -- February 7, 2024

Locator: 46761TECH.

Earnings: link here.

From earlier posts:

Tech and investing: December 22, 2023 --

• laptops making huge comeback; winner: Microsoft; Arm's back; Intel and AMD are getting ready for a Windows refresh
• Microsoft discontinues Windows Mixed Reality; link here; link here. May become a stand-alone post.
  
• Amazon: absolutely incredible; link here;
• Micron surges; bullish story for all of tech; 
• Apple: next-gen CarPlay will start with Porsche and Aston Martin; 
• The Verge: may need to be a stand-alone post;
  
• 2024 vehicles from high-end automakers will get the first taste of Apple’s “cohesive design experience that is the very best of your car and your iPhone.”

June 8, 2023: Yesterday: my first blog on Apple Silicon, arguably the biggest chip company in the world.

Today, more, from The Verge, dated June 7, 2023. Jon Porter "heard" the same thing I heard during Tim Cook's WWDC keynote speech.

Although it seems like a surefire thing in retrospect, it’s worth taking a moment to reflect on how successful Apple’s switch to Apple Silicon has been. Prior to Apple’s big announcement, Arm-based processors had only really been successful in smartphones. A couple of manufacturers had attempted to make Windows laptops work on Arm (perhaps most notably with the Surface Pro X), but none had delivered on the promises of the architecture without significant compromises.

Apple has not just successfully transitioned its entry-level MacBooks to Arm, where the architecture’s battery life benefits were the biggest appeal, but it also upended our concept of Arm performance for both laptops and desktops. Apple not only ported its own operating system and apps but also convinced major third-party developers to do the same.

The iPhone manufacturer is notorious for its love of control. It controls how people can use its smartphones and which apps they can install. It controls how the repair ecosystem around them works. And with its transition to Apple Silicon, it has an unprecedented amount of control over how it makes its Macs. It doesn’t need to wait for Intel and AMD to release new chips to upgrade its computers or rebuild a relationship with Nvidia. Now, as it starts its next journey, Apple can march to the beat of its own drum.

Also, review at wiki. One may want to spend some time on "history" of ARM.