① People familiar with the matter revealed that Arm has hired Rami Sinnoh, the former head of Amazon's artificial intelligence chip department, to accelerate the company's plans to independently develop complete chips; ② Arm is currently a supplier providing intellectual property rights for chips, but it hopes to transform into a company that can independently design and produce complete chips; ③ Since this year, Arm has sought executives from competitors to enhance technical support and experience accumulation.
According to industry insiders on Monday (August 18), $Arm Holdings (ARM.US)$ Rami Sinno (Rami Sinno), the former head of Amazon's artificial intelligence chip division, has been hired to accelerate the company's plans to independently develop complete chips.
According to reports, Sinno's entry went through a negotiation process of nearly half a year. At Amazon, he was responsible for helping develop artificial intelligence chips called Trainium and Inferentia, which are designed to help build and running large-scale artificial intelligence applications.
Arm, on the other hand, provides highly competitive compensation plans, including an annual salary of 5 million US dollars, restricted stocks worth about 20 million dollars, and a bonus plan based on the product roadmap. This also reflects the recent intense competition for artificial intelligence talent in Silicon Valley.
Sinno will lead a newly formed 200-person AI chip R&D team, and Sinno will report directly to the company's CEO, Rene Haas.
Global Strategy transformation
This move reflects Arm's Global Strategy transformation goals and aims to strengthen its competitiveness in the rapidly growing AI computing market.
Currently, the company is a supplier that provides intellectual property rights for chips. It designs the core architecture and instruction set of processors, then sells them to customers, and charges patent royalties from chips sold by its customers, such as Apple and$NVIDIA (NVDA.US)$It will use Arm technology in its own chips.
According to reports, devices based on Arm architecture currently power almost all Smart Phone in the world, and server chips based on Arm intellectual property rights have also made significant progress in the data center market dominated by Chaowei Semiconductor and Intel for a long time.
However, Arm still does not have a chip manufacturing business. This is also one of the company's major “heartache” because it has always hoped to transform into a company that independently designs and produces complete chips.
In July of this year, Arm revealed plans to invest part of its profits in the development of autonomous chips and other components. CEO Rene Haas also talked at the time about the possibility of going beyond design to manufacture chip modules and complete systems.
As part of this broader plan to expand its business, Arm has been focusing on building a complete chip and system team, and since February, it has continued to recruit executives from competitors.
According to people familiar with the matter, the company has hired people from$HP Inc (HPQ.US)$Nicolas Dube, a former executive with experience in large-scale systems design, and has worked for Intel and$Qualcomm (QCOM.US)$Steve Halter, chip engineer. The addition of these new executives will undoubtedly bring ARM stronger technical support and experience accumulation in developing its own chips.
As of the close of the US stock market on Monday (August 18), Arm closed up 1.55% to $141.06 per share.
Edit/Kevin
