昨天他們management說的引起了短期的擔憂， 所以調整

Management’s commentary raised two concerns: whether Arm can secure enough supply for AGI CPU demand, and whether it can meaningfully penetrate Big Tech given hyperscalers already license Arm IP and build custom CPUs. If so, Arm’s near-term merchant silicon opportunity is likely more enterprise-focused than hyperscaler-driven.

所有跟帖： 

• 即使有客戶要它家的CPU，產能不足是現在 ARM自己沒法解決的問題。 -wavegreen- ♂ (0 bytes) () 05/07/2026 postreply 14:33:00

• 嗯嗯 -bogbog- ♀ (0 bytes) () 05/07/2026 postreply 17:15:44