Arm Holdings plc
ARMpublicSemiconductor IP
UK-based semiconductor IP company — designs CPU/NPU architectures used in virtually all mobile devices and increasingly in AI accelerators. ARM Neoverse powers AWS Graviton, Ampere, and datacenter CPUs. The company earns royalties, not CAPEX-intensive manufacturing. SoftBank IPO'd ARM in Sept 2023; SoftBank retains ~90% ownership.
2024 CAPEX
$0.2B
YoY 2024 vs 2023
-0.0%
Latest Quarter
$0.1B
Q4'24
CAPEX History — Quarterly
Key Quotes
Jason Child·CFO·2025-02-05
“AI is driving a fundamental shift in compute architecture. Every AI chip — whether for mobile, edge, or cloud — uses ARM IP. Our royalty revenue growth directly reflects the AI investment wave.”
Q3 FY2025 Earnings Call
Partnerships & Investments
NVIDIA
ARM CPU IP used in NVIDIA Grace Hopper superchip (GB200). ARM Neoverse V2 cores.
compute
SEC Filings
europeuksemiconductor-IPCPUNPUARMroyaltypublicAI-chips