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 HoldingsRambus
Market cap$328.4B$12.1B
Revenue$4.9B (FY2026)$393M (FY2017)
Primary segmentSemiconductor IP LicensingSemiconductor IP Licensing
Market positionleadermajor
CountryUnited KingdomUnited States
Tracked suppliers10
Tracked customers1110
Chokepoint / criticality81/10068/100

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).

Company hubs

Arm Holdings · Rambus · EDA & IP segment

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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.