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Arm Holdingsvs.Texas Instruments

ARM vs TXN · 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.

Arm Holdings is about 1.2× larger than Texas Instruments by market cap; Texas Instruments trades at the lower P/E (41.7 vs 278.1); year to date, Arm Holdings leads (+118.4% vs +49.3%).

Side by side

ARMTXN
Market cap$290B$252B
Price$241.56$260.05
Today+1.2%+0.4%
Return YTD+118.4%+49.3%
Return 1Y+73.1%+25.7%
P/E278.141.7
P/S56.313.0
P/B33.614.0

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

Arm HoldingsARM

NASDAQ · Storbritannien

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.

Chip IPAI hardwareRoyalty model
Full ARM profile →

Texas InstrumentsTXN

NASDAQ · USA

No one ships more analog chips and embedded processors: the parts that handle power and signal duties inside industrial equipment, cars and consumer electronics.

Analog chips
Full TXN profile →

More ARM & TXN comparisons

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See where ARM and TXN sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →