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Arm unveils new products to unify phones, robots and servers

Arm is accelerating efforts to tie smartphones, robots and data centres into a single computing platform. At a Sept. 7 media briefing, it unveiled an AI computing portfolio that includes CSS for Mobile 2, Arm Total Design for Physical AI and the Neoverse CSS-N4 for data centres. Arm said agentic AI is driving higher CPU loads. It also outlined performance gains in its C2 CPU cluster and Mali G2 GPUs, and gave projections for physical AI and data centre adoption.

Industry

Subsidies vs tax credits put South Korea chip support at crossroads

Samsung Electronics and SK Hynix are reviewing investments worth hundreds of trillions of won in semiconductor clusters in the Honam and Chungcheong regions, accelerating debate over how the government should support the industry. The key issue is whether to rely on tax credits for fab construction or shift to direct cash subsidies like rival countries. The government is also pursuing a regional balance strategy, with a semiconductor special law due to take effect in August.

Industry

NXP Semiconductors shares surge 26 percent after Q1 beats estimates

NXP Semiconductors shares surged about 26 percent on April 29, putting the stock on track for its biggest jump since its 2010 listing, after its first-quarter results beat market expectations. The company posted adjusted earnings of $3.05 per share and revenue of $3.18 billion. Investors focused on its potential to benefit from rising data centre infrastructure demand, especially in power and control. Brokerages raised their price targets after the results.