Arm
- Company typePublic
- Founded1990
- HeadquartersCambridge, United Kingdom
- Headcount5,001–10,000
- GTM typeB2B
- OfferingSoftware
Arm firmographics
Firmographics- Name
- Arm
- Legal name
- Arm Limited
- Website
- https://arm.com
- Company type
- Public
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Ownership category
- akta.pro rank
Arm industry classification
Industry- Product category
- Semiconductor IP
- NAICS
- Semiconductor and Related Device Manufacturing (334413), Semiconductor and Other Electronic Component Manufacturing (33441)
- SIC
- Patent Owners & Lessors (6794), Electronic Computers (3571)
- akta.pro primary industry
- Silicon IP Subsystems & Chiplet IP (Die-to-Die, UCIe, NoC, I/O chiplets) (HDAHAFAH)
- akta.pro secondary industries
- Compute & Acceleration ICs (CPU/GPU/AI/FPGA/ASIC) (HDAHABAC), Application Processors & Microprocessors (MPUs/CPUs) (HDAHAJAB), Edge AI Hardware & NPUs (SoCs, modules, accelerators) (HDAAAJAC), Advanced SoCs & Application Processors (HDAHAAAB)
Keywords
Where Arm is headquartered
LocationHeadquarters
- HQ city
- Cambridge
- HQ country
- United Kingdom
- HQ region
- Europe
Offices30 records
Markets served
Arm business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales
Revenue model
- IP Licensing: Arm licenses its processor designs and architectures to chip manufacturers. Licensing fees are paid upfront, with additional royalties on shipped chips. Licensing programs include Arm Flexible Access (low-cost access with fees due only at tape-out) and Arm Total Access (comprehensive package including IP, tools, support, and training).
- Chip Royalties: Royalties collected on every Arm-based chip shipped by licensees. Royalty rates vary by chip type and volume. Royalty revenue from data center more than doubled year-over-year as of mid-2026, driven by AI infrastructure buildout.
- Arm AGI CPU Product Sales: Direct sales of the Arm AGI CPU, Arm's first merchant silicon product launched March 2026. Manufactured by TSMC on 3nm process. Projected to generate $1 billion in revenue in fiscal 2027-2028 and potentially $15 billion by fiscal 2031. Gross profit target of $500 per chip vs. ~$50 per chip through IP licensing.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Arm product offering
Product offeringCore offering
Arm designs and licenses processor architectures and related intellectual property — including CPUs (Cortex-A/R/M/X, Neoverse), GPUs (Mali, Lumex), and NPUs (Ethos) — to hundreds of semiconductor manufacturers and OEMs worldwide. In March 2026, Arm extended beyond pure IP licensing by launching its first merchant silicon product, the Arm AGI CPU, a Neoverse-based server chip manufactured on TSMC 3nm and targeted at agentic AI workloads in data centers. Revenue is generated primarily through upfront IP licensing fees, per-chip royalties on shipped Arm-based chips, and direct sales of AGI CPU silicon.
Differentiator
Problem solved
Functional benefit
Brands
- Neoverse: Server and infrastructure CPU IP family including Neoverse CSS, V, N, and E series for data center and cloud applications.
- Arm AGI CPU
- Cortex
- Mali
- Ethos
- Arm Flexible Access
- Arm Total Access
Products and services
- Arm AGI CPU First in-house merchant silicon CPU from Arm, purpose-built for AI data center and agentic AI workloads. Manufactured on TSMC 3nm process with up to 136 Neoverse V3 cores, sub-100ns memory latency, and 6GB/s memory bandwidth per core. Targeted at hyperscalers such as Meta, OpenAI, and SK Telecom.
- Neoverse CPUs Family of CPU IP designed for server and infrastructure SoCs, delivering industry-leading performance-per-watt for cloud, HPC, and AI workloads. Includes V, N, and E series variants used by hyperscalers including AWS, Google, and Microsoft for custom Arm-based processors.
- Neoverse CSS (Compute Subsystems) Pre-verified compute subsystems bundling Neoverse cores with coherent interconnect and system IP to accelerate time-to-market for server SoC designs. Used as the foundation for the Arm AGI CPU.
- Cortex-X CPUs Premium application CPU IP targeting high-performance mobile and consumer devices, delivering maximum single-threaded performance for flagship smartphones, laptops, and gaming platforms.
- Cortex-A CPUs Application CPU IP family providing scalable performance across a range of consumer devices including smartphones, tablets, Chromebooks, and smart TVs.
- Cortex-R CPUs Real-time CPU IP for embedded systems requiring deterministic, low-latency processing such as automotive control, storage controllers, and industrial automation.
- Cortex-M CPUs Low-power microcontroller CPU IP used in microcontrollers for embedded systems and real-time control, including IoT sensors, wearables, and industrial devices.
- Mali GPUs GPU IP family for mobile graphics and gaming, designed for high-performance mobile gaming and immersive experiences on smartphones, tablets, and smart TVs.
- Ethos NPUs Dedicated neural processing unit IP for efficient on-device AI and machine learning inference, enabling edge AI acceleration in smartphones, IoT devices, and embedded systems.
- Lumex CSS Mobile compute subsystems built for on-device AI, bundling Cortex and Mali IP into pre-integrated solutions for mobile SoC designs.
- Zena CSS Compute subsystems for autonomous vehicles and robotics, integrating Cortex-A/R CPUs with safety and security IP for real-time autonomous workloads.
- Arm Flexible Access Low-cost IP licensing program providing access to a broad portfolio of Arm IP, tools, and support with license fees due only at tape-out, enabling experimentation before commitment.
- Arm Total Access Comprehensive IP licensing package providing access to Arm's full portfolio of IP, tools, support, and training for chip manufacturers building on Arm architecture.
Quantifiable outcome
- More than 2x performance per rack compared to x86 platforms with Arm AGI CPU
- +5 more outcomes
Companies that use Arm
Customer profileNamed customers19 records
Segments6 records
Ideal customer profiles4 records
Arm technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability12 records
Feature6 records
Arm partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered core, minor and flagship.
- Arteris (expanded)coreArteris expanded partnership with Arm to extend hardware security assurance tools across Arm's CPU IP portfolio. Building on five years of prior collaboration where Arm initially deployed Arteris' Cycuity Radix product on selected CPU designs. Technology now integrated into additional next-generation processor programs.
- ArteriscoreExpanded five-year partnership to extend Arteris' Cycuity Radix hardware security assurance product across Arm's CPU IP portfolio. Technology identifies and mitigates security weaknesses earlier in development cycle before chips reach production. Builds on prior successful deployment on selected CPU designs.
- Malaysia GovernmentminorStrategic collaboration granting six technology access tokens to four Malaysian companies and aiming to train 10,000 semiconductor professionals over four years as Malaysia transitions from manufacturing hub to innovation platform.
- MicrosoftcoreAzure Cobalt 200 VMs preview featuring 16-50% performance gains for agentic AI workloads. Surface launch with Qualcomm Snapdragon. Partnership spans multiple generations of processor collaboration.
- NVIDIAcoreNVIDIA has integrated Arm Neoverse designs into its Grace Hopper, Grace Blackwell, Vera Rubin, and GB300 systems. NVIDIA also invested in SiFive and has collaborated on various AI infrastructure solutions. Arm CEO noted competition but also partnership in AI ecosystem.
- Appia FoundationminorFounding member of Linux Foundation's Appia Foundation developing open specifications for assessing AI model conformity across supply chains. Initiative backed by 13 members including Google, Microsoft, OpenAI, Ericsson, Mastercard, Siemens.
- SupermicrocoreSigned up as OEM partner for Arm AGI CPU. Developing 200kW liquid-cooled system delivering over 45,000 Arm AGI CPU cores per rack.
- LenovocoreSigned up as OEM partner for Arm AGI CPU, providing enterprise server solutions.
- SK TelecomcoreStrategic partnership MOU with Arm and Rebellions to create AI inference optimization solution combining Arm AGI CPU with Rebellions' RebelCard AI accelerator. SK Telecom conducting verification tests at its AI data center, with plans for global expansion.
- RebellionscorePartnership with SK Telecom and Arm to develop AI inference infrastructure for sovereign AI and telecom-focused AI data centers. Combines Arm AGI CPU with Rebellions' AI chips and RebelCard accelerator into high-performance server infrastructure.
- IBMcoreStrategic collaboration to develop dual-architecture hardware enabling enterprises to run AI and data-intensive workloads. Focus areas: expanding virtualization for Arm software on IBM platforms, supporting security and data sovereignty requirements, and long-term ecosystem growth through shared technology layers.
- TSMCcoreManufacturing partner for Arm AGI CPU using TSMC's 3nm process. Long-standing partnership for Arm IP-based chip manufacturing.
- MetaflagshipMeta serves as lead partner and co-developer of the Arm AGI CPU. Meta is deploying AGI CPUs alongside its custom MTIA accelerators in its data centers. Plans 1GW Prometheus datacentre cluster by 2026 requiring hundreds of thousands of AGI CPUs. Meta is also integrating Wayve's AI Driver across automotive platforms.
- OpenAIcoreOpenAI has committed to deploy Arm AGI CPUs in its AI datacenter infrastructure. Represents endorsement from major AI lab of Arm's AI infrastructure capabilities.
- SynopsyscoreExpanded collaboration supporting Arm AGI CPU development with full-stack design portfolio including EDA tools, silicon-proven interface IP, and hardware-assisted verification solutions. Tools used across synthesis, timing signoff, physical verification, and system-level validation.
- CerebrasminorCommitted adopter of Arm AGI CPU for AI datacenter deployments.
- CloudflareminorCommitted adopter of Arm AGI CPU for edge AI infrastructure.
- F5minorCommitted adopter of Arm AGI CPU for AI datacenter applications.
- SAPminorCommitted adopter of Arm AGI CPU for enterprise AI workloads.
- PositronminorCommitted adopter of Arm AGI CPU for AI inference. Arm also invested in Positron's $750M funding round.
Scale indicators19 records
Recent moves6 records
Expansion highlights6 records
Arm competitors and assessment
Company assessmentDirect peers
- Apple: Apple is one of Arm's largest and most strategic IP licensees, designing custom Apple Silicon (M-series, A-series) using Arm architecture. Apple represents both a flagship validation of Arm's architecture and a potential risk as it increasingly builds proprietary custom CPU IP that may diverge from or reduce reliance on Arm's roadmap.
- Marvell Technology: Marvell designs custom Arm-based silicon for data center, storage, and networking applications, directly comparable to Arm's AGI CPU and Neoverse IP customers. Marvell's custom silicon business competes for the same hyperscaler custom chip engagements and represents a peer in custom Arm-based compute design.
- SiFive: SiFive is the leading RISC-V IP core designer and represents the primary open-source alternative to Arm's architecture. Backed by NVIDIA and others, SiFive's growth in mobile, IoT, and AI workloads represents the most credible long-term threat to Arm's IP licensing model and could accelerate if Arm licensee channel conflict intensifies.
- MediaTek: MediaTek is a top-volume Arm IP licensee producing Dimensity mobile processors and other chips. It represents a direct comparable in the mobile and consumer electronics IP licensing market, with significant volume royalty contribution to Arm's revenue base.
- AMD: AMD is the direct x86 CPU competitor in data center and AI infrastructure, offering EPYC server CPUs that compete head-to-head with Arm AGI CPU. AMD is also an Arm licensee and investor in Wayve alongside Arm, creating both competitive and collaborative dynamics in the AI compute market.
- Qualcomm: Qualcomm is one of Arm's largest IP licensees and a major customer, designing Snapdragon processors using Arm Cortex CPU IP. It also represents a direct competitive threat in mobile/PC and increasingly data center (with its own Arm-based efforts), and a potential RISC-V adopter if Arm's direct silicon push threatens licensee economics.
Others
- Cadence Design Systems: Cadence is a leading EDA tools provider and IP core competitor, offering design tools and IP that overlap with Arm's broader ecosystem. As an enabling infrastructure provider for semiconductor design, Cadence is thematically aligned with Arm's fabless design model and serves overlapping customer bases.
- Synopsys: Synopsys is Arm's EDA tools partner for AGI CPU development, providing design tools, interface IP, and verification solutions. While not a direct competitor, Synopsys is an enabling technology partner whose ecosystem is deeply intertwined with Arm's chip design and IP licensing workflows, and also competes in the broader IP core market.
Broad incumbents
- NVIDIA: NVIDIA is both a partner and competitor to Arm: it integrates Arm Neoverse into Grace/Vera Rubin systems while competing directly in AI infrastructure. As the dominant AI compute platform with CUDA software stack, NVIDIA represents the primary competitive threat to Arm's AGI CPU strategy while also being one of its largest customers through embedded IP licensing.
- Intel: Intel is the incumbent x86 CPU competitor that Arm AGI CPU directly targets. With its Xeon server platform and foundry ambitions, Intel represents the primary incumbent Arm is disrupting in the data center CPU market. Arm's 50% hyperscaler CPU share has come primarily at Intel's expense.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
Arm social profiles
Digital presenceArm financial estimates
Financial estimateRevenue estimate
Valuation estimate
Arm leadership team
Management profileNumber of profiles
Profiles1 record
Arm funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Arm M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Arm
What does Arm do?
Arm designs and licenses processor architectures and related intellectual property — including CPUs (Cortex-A/R/M/X, Neoverse), GPUs (Mali, Lumex), and NPUs (Ethos) — to hundreds of semiconductor manufacturers and OEMs worldwide. In March 2026, Arm extended beyond pure IP licensing by launching its first merchant silicon product, the Arm AGI CPU, a Neoverse-based server chip manufactured on TSMC 3nm and targeted at agentic AI workloads in data centers. Revenue is generated primarily through upfront IP licensing fees, per-chip royalties on shipped Arm-based chips, and direct sales of AGI CPU silicon.
Is Arm a public or private company?
Arm is a public company. It is classified as public and is currently operating.
When was Arm founded?
Arm was founded in 1990. It employs 5,001 to 10,000 people.
Where is Arm based?
Arm is headquartered in Cambridge, United Kingdom, in the Europe region.
How does Arm make money?
Three revenue lines are on record. IP Licensing is the primary driver. The others are chip Royalties and arm AGI CPU Product Sales.
Who are Arm's main competitors?
Direct peers on record are Apple, Marvell Technology, SiFive, MediaTek, AMD and Qualcomm. Others are Cadence Design Systems and Synopsys. Broad incumbents are NVIDIA and Intel.
Does Arm have an API?
No public API is recorded for Arm.
What industry is Arm in?
Arm's product category is Semiconductor IP. Its primary akta.pro industry code is HDAHAFAH, Silicon IP Subsystems & Chiplet IP (Die-to-Die, UCIe, NoC, I/O chiplets), with a secondary code of HDAHABAC, Compute & Acceleration ICs (CPU/GPU/AI/FPGA/ASIC). Its NAICS code is 334413 and its SIC code is 6794.