Arm Reportedly Weighs Chiplet and Solution Development, Raising Customer Tensions

By Trendforce

July 31, 2025 -- Arm CEO Rene Haas said the company is stepping up investment in the potential development of chiplets and integrated solutions, according to a report from Reuters.

As Reuters notes, Haas did not provide a timeline for when these investments might begin to generate profits, nor did he share specifics about potential products in development. However, he did mention that the company is exploring a broad range of chiplet-related possibilities, including “a physical chip, a board, a system, all of the above.”

The company may develop chiplets that can be integrated into custom chips, or it might opt to design complete chips on its own, according to CNBC.

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