Arm Holdingsvs.Intel
ARM vs INTC · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
Intel is about 1.8× larger than Arm Holdings by market cap; year to date, Intel leads (+136.5% vs +118.4%).
Side by side
| ARM | INTC | |
|---|---|---|
| Market cap | $290B | $534B |
| Price | $241.56 | $87.48 |
| Today | +1.2% | +0.3% |
| Return YTD | +118.4% | +136.5% |
| Return 1Y | +73.1% | +251.9% |
| P/E | 278.1 | — |
| P/S | 56.3 | 9.4 |
| P/B | 33.6 | 6.1 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Arm HoldingsARM
Licensing, not manufacturing: the CPU architectures and instruction sets (Cortex, Neoverse) that nearly every mobile and server chip is built around come from Arm, which takes a royalty on each chip produced.
Full ARM profile →IntelINTC
A turnaround with government money behind it. Intel still sells server and PC processors, but the case now rests on Intel Foundry and whether the 18A process makes it a credible Western manufacturing alternative. Gaudi accelerators are the smaller AI piece.
Full INTC profile →More ARM & INTC comparisons
Other head-to-heads in the Chips & accelerators segment.