NuAxiSemiconductor trade intelligence

Arm Unveils 2024 Compute Platform: 3nm, Cortex-X925, Cortex-A725, Immortalis-G925

What happened

Arm has launched its 2024 Client Compute Subsystem (CSS), featuring the new Cortex-X925, Cortex-A725 CPUs, and Immortalis-G925 GPU, all optimized for TSMC's 3nm process. This annual IP refresh is aimed at enhancing AI and general compute performance for future mobile devices. Neutral: This is a standard annual IP update with no immediate impact on component supply, pricing, or inventory; it may influence long-term demand for 3nm wafers and advanced packaging.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Mobile SoC IPGPU IP

Arm Ltd.TSMC

new-product3nmAI

Source and time

Source: WikiChip Fuse · 5/29/2024 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

[News] 12-inch Wafer Price Hikes Loom for 2027 as AI Demand Tightens Supply, with LTAs Reportedly Up 15–40%+TrendForce · 9/24/2026
TSMC reportedly weighs 20% CoWoS price increase as Nvidia Blackwell and Rubin chips put pressure on packaging capacityTom's Hardware · 10/27/2026
TSMC OIP Ecosystem Forum 2026: Opening RemarksSemiWiki · 9/28/2026
👀 AI/HPC demand lifted top 10 foundry revenue 11.5% QoQ to nearly US$53.5B in 2Q26, another record high. As demand extends from advanced to mature ...TrendForce Official (Market Data) · 9/9/2026
[News] Marvell Says It Is in Talks with TSMC on A14 for Next-Gen AI Connectivity Chips, Joining Early-Adopter RanksTrendForce · 6/17/2026
[News] TSMC Targets 2H26 COUPE on Substrate; NVIDIA Could Eye Long-Term Substrate Deals Amid CPO PushTrendForce · 5/17/2026

Arm Unveils 2024 Compute Platform: 3nm, Cortex-X925, Cortex-A725, Immortalis-G925

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings