Arm HoldingsARM

NASDAQ · Storbritannien · Segment 1 of 8 in the AI & digital infrastructure value chain: Chips & accelerators

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.

Chips & accelerators: Designs and builds the processors, accelerators and memory that train and run AI.

Key metrics

Market cap

$290B

Price

$238.78

Today

−1.9%

Return YTD

+122.6%

Return 1Y

+82.6%

P/E

278.1

P/S

56.3

P/B

33.6

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

Chip IPAI hardwareRoyalty modelChip designData centersMobile

In the value chain

Products & services

CPU architectures (Cortex, Neoverse)
Instruction set licenses
Physical IP

Competitors

RISC-V
x86 (Intel/AMD)
Synopsys/Cadence IP

Risks

Customers shifting to RISC-V
High valuation

Supply chain

Supplies →

NvidiaNVDA QualcommQCOM AmazonAMZN AlphabetGOOGL MicrosoftMSFT Meta PlatformsMETA

Full supply chain for ARM →

Same segment: Chips & accelerators

NvidiaNVDA BroadcomAVGO MicronMU AMDAMD IntelINTC Texas InstrumentsTXN SeagateSTX MarvellMRVL

Compare ARM

ARM vs NVDA ARM vs AVGO ARM vs MU ARM vs AMD ARM vs INTC ARM vs TXN

See where Arm Holdings sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →