Arm Holdings → Alphabet (Google)
As of 2026-09-05, Arm Holdings is a tracked supplier of Alphabet (Google). Arm Holdings is a leader in EDA & IP (headquartered in United Kingdom); Alphabet (Google) is a major in Design (Fabless) (headquartered in United States). Arm Holdings has 11 tracked customers; Alphabet (Google) has 73 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Arm Holdings (leader in EDA & IP) is a tracked supplier of Alphabet (Google) (major in Design (Fabless)). CPU architecture licensed in virtually every smartphone and most edge devices. Designs TPU AI accelerators and Tensor phone SoCs for internal use. The edge is one of 73 tracked suppliers of Alphabet (Google) and one of 11 tracked customers of Arm Holdings.
Source: derived from both company records and the counted edges.
Concentration / risk note
Arm Holdings is positioned as a leader in EDA & IP, so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
Arm Holdings (supplier)
CPU architecture licensed in virtually every smartphone and most edge devices.
Alphabet (Google) (customer)
Designs TPU AI accelerators and Tensor phone SoCs for internal use.
Other tracked suppliers of Alphabet (Google)
Other tracked customers of Arm Holdings
Cite as: wafergraph, “Arm Holdings → Alphabet (Google) — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/arm/alphabet/ (data as of 2026-09-05).
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