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The themes ARM is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.$4.19TA+
AVGOBroadcom Inc.$1.65TA+
MUMicron Technology, Inc.$918.5BA+
AMDAdvanced Micro Devices, Inc.$906.7BA+
TXNTexas Instruments Inc.$283.2BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Royalties on shipped chips53%
- Licenses and other revenue47%
売上構成比はyear ended March 31, 2026, high confidenceの推計であり、提出された報告書の数字ではありません。
競合
- INTCIntelB
- 規模
- $332.2B
- 利益率
- -20.1%
- AMDAdvanced Micro DevicesA
- 規模
- $906.7B
- 利益率
- 16.8%
- RISC-V architecture
何を売っているか6
Arm CPU designs
Processor designs that customers license and use as the main computing component in chips for devices such as phones, computers, cars, and servers.
Arm AGI CPU
An Arm-designed data-center processor, introduced as the company's first production silicon product.
Graphics and neural processing units
Chip designs that handle graphics and specialized computing tasks, including artificial intelligence workloads.
さらに3件を表示
System intellectual property
Design components such as connections between parts of a chip, which customers combine with processors and other components.
Compute subsystem products
Pre-integrated, tested combinations of Arm processor and related designs that give customers a starting point for building chips.
Development tools and software
Software and tools that help customers and developers design chips and create software that runs on Arm-based chips.
誰が買っているか4
- Semiconductor companies license Arm designs, make chips using them, and pay royalties as those chips ship.
- Cloud service providers license Arm technology or use it in their own chips for data centers.
- Original equipment manufacturers (OEMs), including companies that make phones, computers, cars, and other devices, use Arm technology in chips for their products.
- Arm China licenses Arm intellectual property and sublicenses it to eligible customers in China.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Access to customers in China depends in part on Arm China, a separate company that sublicenses Arm intellectual property there; the relationship accounted for 16% of revenue (fiscal year ended March 31, 2026, high confidence).
- 2Arm relies on customers and partners to make, market, and sell chips that use its designs.
- 3The business depends on chipmakers and technology companies continuing to license Arm designs and on software and development tools remaining compatible with them.
- 4Making Arm-designed silicon products depends on access to chip manufacturing, memory, packaging, and testing capacity.
うまくいかなくなる可能性
- 1A deterioration in the commercial relationship with Arm China, or political and trade restrictions affecting China, could limit Arm's access to that market and its licensing revenue there.
- 2A small number of customers and end markets account for a significant part of the business, so changes in customer demand, chip shipments, or acceptance of Arm designs can affect revenue.
- 3Selling Arm-designed silicon such as the Arm AGI CPU could bring supply and execution challenges and put Arm in direct competition with some companies that license its designs.
ARM Holdings plcについて
Arm designs processor technology that other companies use to make chips. Its central processing unit (CPU) designs are used in products including smartphones, computers, cars, and data-center equipment; it also licenses graphics processing units (GPUs), neural processing units (NPUs), and other chip components. Arm has added an Arm-designed data-center CPU, the Arm AGI CPU, to its business, alongside its licensed designs.
- 本社
- Cambridge, England, United Kingdom
- 設立
- 1990
- 上場市場
- Nasdaq Global Select Market
- 決算期
- March 31
ARM Holdings plc 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。