ARM finally makes their own server CPU

Exclusive: Not just designs but devices now

Sep 3, 2025 by

ARM LogoARM just jumped into the business of selling chips with a new server SoC. SemiAccurate is curious to see how this effort plays out with partners, but the game has fundamentally changed.

Earlier this year, details of the project came to light and it became very clear that this part is a fundamental change for the Cambridge company. Ironically, sitting in Cambridge as I write this, the company doesn’t look different from the outside as you walk up to it, but we kind of expected that. And yes that is humor, the chip is real. So what is ARM making and why is it important? On with the show.

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate
Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate