This is nothing about ARMv9 the ISA but much more about their new CEO Rene Haas. Arm has always been pricing their design on the lower end, bundling GPU and other designs IP. I have long argued since they enter 64bit era their performance profile and profits does not align well especially when comparing to AMD and Intel.

Even with the increased pricing the Cortex X5 / X925 and upcoming X6 / X930 they are still pretty good value. Unless Apple has something big with A19 / M5 the X6 / X930 should be competitive with M4 already. I just wish they spend a little more money on R&D for the GPU IP side of things.

Hoepfully we have some more news from Nvidia in Computex 2025

Doesn't ARM have a problem with RISC-V and Chinese CPUs? Long term seems they're bound to loose most of the market by simply being priced out.

ARM used to be UK owned until Conservative government lack of foresight allowed it to be sold to Softbank, leaving AIM (UK's NASDAQ, part of LSE) despite being in the national interests, and security, to keep it British. Thanks Mrs May (ex-PM) for approving that one (it was the last regulatory hurdle, that it was not in national security interests, so had to go past her).

Of course Boris Johnson (the next PM) __tried to woo ARM back to LSE__ because they realised they fucked up, and of course what huge foreign company would refloat on the LSE when you have NASDAQ, or bother floating on both?

Can you imagine if America had decided to allow Intel or Apple to be sold to a company in another country? Same sentiment.

- Yep I'm a pissed off ex-ARM shareholder forced out by the board's buyout decision and Mrs May waving it through.

Timothy Prickett Morgan is a fantastic writer and analyst. Love reading his stuff.

As an almost exclusively microcontroller user of Arm's products, a big meh from me. v8 is still slowly rolling out. M33 is making headway but I was really hoping for M55 to be the bigger driver.