One of the big issues is ARM designing custom chips for customers, with the first one reported to be for Meta, the owner of Facebook. As eeNews Europe has highlighted, ARM acknowledges this could cause problems with existing customers who design their own chips. This is especially important as 56% of the company revenue comes from the top five largest customers.

This honestly sounds like a major risk for ARM and possibly an medium to long term upside for RISC-V. That being said we’ve been hearing about the “year of RISC-V” for a long time now.