A couple of weeks ago I began this series on ARM with a discussion of the company’s unique business model. In covering semiconductor companies we’ve come across many that are fabless, but it’s very rare that you come across a successful semiconductor company that doesn’t even sell a chip. ARM’s business entirely revolves around licensing IP for its instruction set as well as its own CPU (and now GPU and video) cores. Before we get into discussions of specific cores, it’s important to talk about ARM’s portfolio as a whole. In the PC space we’re used to focusing on...