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 1.9× larger than Arm Holdings by market cap; year to date, Intel leads (+190.2% vs +169.3%).
Side by side
| ARM | INTC | |
|---|---|---|
| Market cap | $294B | $561B |
| Price | $266.28 | $104.70 |
| Today | −3.3% | −2.2% |
| Return YTD | +169.3% | +190.2% |
| Return 1Y | +84.7% | +186.1% |
| Since June 26, 2026 | −20.3% | −18.4% |
| P/E | 281.6 | — |
| P/S | 57.0 | 9.8 |
| P/B | 34.1 | 6.4 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.