20260219_K-6_Yusuf.PDF

1、1Arms Open Chiplet Ecosystem for the Converged AI DatacenterArm KeynoteDirector Hardware Ecosystem,Cloud AIImran Yusuf20262AI is Redefining ComputeScaling of AI ModelsIncreased Demand for AI ApplicationsAgentic/On-Device AIDesign Complexity&CostPower&Energy ConstraintsSupply Chain Management&Operati

2、onsCUSTOM SILICON CustomN E T W O R KS T O R A G E&I/OM E M O R YC O M P U T EA C C E L E R A T I O NCustomCustomCustomCustomConstraint-specific optimizationCo-designed for max performance per wattDeep feature integration$249$449$581$725 7nm5nm3nm2nmSource:IBS Global Semiconductor Industry Service R

3、ising Costs and Complexity of Advanced SoC Designs7NM TO 2NM ADVANCED DESIGN NODE COST:3x growth24-36 monthsAvg development cycle for SoCsSource:EE Times 1nm$1BsProjectedCUSTOMIZATIONSoCArchCSSIPCOST,COMPLEXITY&TIME(log)CUSTOMIZATIONSoCCSSIPArchCOST,COMPLEXITY&TIME(log)CUSTOMIZATIONSoCCSSIPArchChipl

4、etEcosystemStandardsDesign Methodology8D E S I G N S E R V I C E S&PA C K A G I N G F O U N D R Y S E R V I C E SF I R M W A R E,E D A&3 R D PA R T Y I PC O M PA N I O N S I L I C O N&O E M sHow can chiplets help solve the AI compute problem?Tighter IntegrationReduce RiskLeverage Investment10Chiplet

5、s Connect Silicon Modularity to AI System DeliveryFirmwareComputeStandardsIOMEMORYSYSTEMSECURITYOPTIMIZED ARM CPU CHIPLETSINTEGRATED AND VALIDATED SUBSYSTEMS ToFromArchitectureSoftware EnablementKernel librariesSubsystems*CSA,AMBA,UCIeInstruction SetBIOS,BMCAI applicationSystem Demands Feedback Loop

6、AI is the full stackPlatform11The Value of Arm Neoverse Compute Subsystems(CSS)CSS delivers significant customer value beyond existing licensing models IP DevelopmentCompute SubsystemTop-Level SoCBackEndSoftwareArchCPUCMNSystemPOP/RFMArchIPConfigPerfRTLVerify/SBSAFPGAImageSoCArch3PIP1Config3PIP Perf