What does Arm Holdings make?

Arm Holdings makes Cortex/Neoverse CPU IP.

Who are Arm Holdings's key suppliers?

Arm Holdings's tracked suppliers include Cadence Design Systems.

Who are Arm Holdings's customers?

Arm Holdings's tracked customers include Apple, Qualcomm, MediaTek, NVIDIA, Samsung Electronics, Amazon (Annapurna Labs), Alphabet (Google), Broadcom, AMD, Intel, Sondrel.

Where is Arm Holdings headquartered?

Arm Holdings is based in CAMBRIDGE, GB.

What part of the semiconductor supply chain is Arm Holdings in?

Arm Holdings operates in the Semiconductor IP Licensing segment, where it is a market leader.

Arm Holdings

Arm Holdings is a leader in the EDA & IP segment of the semiconductor & AI supply chain, headquartered in CAMBRIDGE, GB. Its key suppliers include Cadence Design Systems. Its key customers include Apple, Qualcomm, MediaTek.

CPU architecture licensed in virtually every smartphone and most edge devices.

Ticker: NASDAQ: ARM
Headquarters: CAMBRIDGE, GB
Revenue: $4.9B (FY2026) · +22.8% YoY
Net income: $904M
Operating margin: 18.3%
Market position: leader
Value-chain segment: Semiconductor IP Licensing
Key products: Cortex/Neoverse CPU IP

About Arm Holdings

Arm Holdings, headquartered in United Kingdom, operates in the Semiconductor IP Licensing segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Cortex/Neoverse CPU IP. wafergraph maps 1 tracked supplier and 11 tracked customers for Arm Holdings across the value chain. It has a supply-chain criticality score of 81/100, with 237 companies downstream of it. Arm Holdings is a party to 2 tracked deals, including NVIDIA's attempted Arm acquisition; SoftBank acquires Arm.

Role in the chain

Arm Holdings is a market leader in EDA & IP (Semiconductor IP Licensing), headquartered in United Kingdom. CPU architecture licensed in virtually every smartphone and most edge devices.

Diligence questions

The dataset records 1 tracked supplier for Arm Holdings. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
1 of Arm Holdings's tracked suppliers are a monopoly or leader (including Cadence Design Systems). Which of those are actually single-source for the process step you care about?
The dataset names 11 tracked customers for Arm Holdings. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Arm Holdings is positioned as a leader in EDA & IP. How replaceable is this vendor on the process step you are buying?
Arm Holdings is headquartered in United Kingdom. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Arm Holdings trades as NASDAQ:ARM. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Arm Holdings