AMD vs Arm Holdings
AMD is larger by market cap ($774.3B vs $287.2B). AMD reports higher tracked revenue ($34.6B vs $4.9B). AMD's primary segment is CPU; Arm Holdings's is Semiconductor IP Licensing.
Side-by-side
| AMD | Arm Holdings | |
|---|---|---|
| Market cap | $774.3B | $287.2B |
| Revenue | $34.6B (FY2025) | $4.9B (FY2026) |
| Primary segment | CPU | Semiconductor IP Licensing |
| Market position | major | leader |
| Country | United States | United Kingdom |
| Tracked suppliers | 77 | 1 |
| Tracked customers | 23 | 11 |
| Chokepoint / criticality | 68/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How AMD and Arm Holdings compare
- Size: AMD is the larger company by market cap.
- Revenue: AMD reports higher tracked revenue.
- Supply-chain criticality: Arm Holdings has the higher chokepoint score (81/100 vs 68/100).
- Footprint: AMD (United States) vs Arm Holdings (United Kingdom).