Arm Holdings vs Rambus
Both are primarily Semiconductor IP Licensing companies. Arm Holdings is larger by market cap ($328.4B vs $12.1B). Arm Holdings reports higher tracked revenue ($4.9B vs $393M).
Shared segment: EDA & IP.
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Side-by-side
| Arm Holdings | Rambus | |
|---|---|---|
| Market cap | $328.4B | $12.1B |
| Revenue | $4.9B (FY2026) | $393M (FY2017) |
| Primary segment | Semiconductor IP Licensing | Semiconductor IP Licensing |
| Market position | leader | major |
| Country | United Kingdom | United States |
| Tracked suppliers | 1 | 0 |
| Tracked customers | 11 | 10 |
| Chokepoint / criticality | 81/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Arm Holdings and Rambus compare
- Size: Arm Holdings is the larger company by market cap.
- Revenue: Arm Holdings reports higher tracked revenue.
- Supply-chain criticality: Arm Holdings has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Arm Holdings (United Kingdom) vs Rambus (United States).
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Cite as: wafergraph, “Arm Holdings vs Rambus”, https://wafergraph.com/compare/arm-vs-rambus (data as of 2026-10-04).
Frequently asked questions3
- Is Arm Holdings bigger than Rambus?
- Arm Holdings is larger by market cap ($328.4B vs $12.1B).
- What's the difference between Arm Holdings and Rambus?
- Arm Holdings is a leader in Semiconductor IP Licensing based in United Kingdom; Rambus is a major in Semiconductor IP Licensing based in United States. Both operate in the EDA & IP segment.
- Who are Arm Holdings's and Rambus's suppliers?
- wafergraph tracks 1 suppliers for Arm Holdings and 0 for Rambus — Arm Holdings's include Cadence Design Systems.