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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.4,19T USDA+
AVGOBroadcom Inc.1,65T USDA+
MUMicron Technology, Inc.918,5B USDA+
AMDAdvanced Micro Devices, Inc.906,7B USDA+
TXNTexas Instruments Inc.283,2B USDA+
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 Corporation22 paź 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 paź 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 paź 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 paź 2026BAGraded B, now A
UIUbiquiti Inc.6 lis 2026BAGraded B, now A
Jak zarabia
- Royalties on shipped chips53%
- Licenses and other revenue47%
Udziały w przychodach to szacunki za year ended March 31, 2026, high confidence, a nie dane z raportu złożonego do regulatora.
Konkuruje z
Co sprzedaje6
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.
Pokaż 3 więcej
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.
Kto to kupuje4
- 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.
Na czym się opiera i co może to zburzyć
Od czego zależy ta działalność
- 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.
Co może pójść nie tak
- 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.
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O spółce ARM Holdings plc
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.
- Siedziba
- Cambridge, England, United Kingdom
- Rok założenia
- 1990
- Notowana na
- Nasdaq Global Select Market
- Koniec roku obrotowego
- March 31
Zbudowane z własnych raportów spółki ARM Holdings plc składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.