Silicon
Critical node· Silicon · Critical anchor

Arm, Cambridge

Cambridge, United Kingdom52.18°N 0.17°E
computed criticality18/100
reading
≈99% of smartphone processors derive from the Arm architecture
2024
Fault line

About 99% of smartphone processors derive from an architecture designed in Cambridge. Arm makes nothing: it collects a royalty on every chip, a near-universal toll on mobile computing now extended to the datacenter. Owned by SoftBank, this chokepoint is also a geopolitical asset, a single instruction set under a single jurisdiction.

Actors
Arm Holdings (Cambridge)
SoftBank (Tokyo)
Feeds 1
Nvidia, Santa ClaraCompute
Sources