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Arm to sell chips directly, shifting from IP licenser to semiconductor supplier

Arm will release its first mass-produced silicon chip in 34 years, shifting from supplying IP licences to designing chips and earning revenue directly. The company unveiled the Arm AGI CPU for agentic AI data centre infrastructure, based on Arm Neoverse V3 and offering up to 136 cores per CPU. Arm said agentic AI will sharply increase CPU core demand. Meta co-developed the chip and plans to deploy it with its MTIA accelerators. Samsung Electronics and SK Hynix highlighted memory and packaging cooperation.