Recently, the industry was rocked by rumors that "Arm plans to design its own chips, posing a competitive threat to its customers." Arm has now confirmed these rumors, sparking widespread concern. Leveraging its extensive IP portfolio, Arm is poised to enter the AI chip market, potentially disrupting the established order of the IC design industry by directly competing with its own clients. Notably, Arm's initial focus on AI chips places it in direct competition with industry heavyweights such as Nvidia, MediaTek, Broadcom, and Marvell, heightening vigilance across the sector.