EvidInvest Supply Chain Intelligence
ARM · IP / Architecture · cpu_ip
Companies that supply Arm Holdings, from incoming 'supplies' edges and disclosed customer-of relationships.
Other · Supplies
“Many of our customers utilize third-party vendors for EDA tools... we entered into a definitive agreement with Cadence to sell our Artisan foundation IP business... for total gross consideration of approximately $150.0 million.”
Companies that buy from Arm Holdings, from outgoing 'supplies' edges and disclosed customer-of relationships.
Hyperscalers / Cloud · Customer of
“Established in 1990, Arm began as a joint venture between Acorn Computers, Apple Computer, and VLSI Technology.”
Other · Supplied by
“In fiscal 2025, we expanded our design IP portfolio with the acquisition of the Arm Artisan foundation IP business, adding standard cell libraries, memory compilers, and general-purpose I/Os ('GPIOs') optimized for advanced process nodes at leading foundries.”
Enterprise / AI Labs · Customer of
“SoftBank Group announced the Stargate Project, a joint venture between SoftBank Group, OpenAI and Oracle Corporation, to invest in building new AI infrastructure, where we were named as a key technology partner.”
Hyperscalers / Cloud · Customer of
“the Stargate Project, a joint venture between SoftBank Group, OpenAI and Oracle Corporation, to invest in building new AI infrastructure, where we were named as a key technology partner.”
Chip Designers · Customer of
“Qualcomm, which is currently a major customer of ours and accounted for 10% of our total revenue for the fiscal year ended March 31, 2025.”
Other · Supplied by
“We have entered into various patent and other technology license agreements with technology companies, including Synopsys, ARM, Cadence, Siemens and others”
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
Chip Designers · Licenses IP to
“AMD Arm-based products”
Hyperscalers / Cloud · Competes with
“Arm AGI CPU competes with Axion”
Hyperscalers / Cloud · Licenses IP to
“Google Axion (Neoverse V2)”
Hyperscalers / Cloud · Competes with
“Arm AGI CPU competes with Graviton (vertical entry)”
Hyperscalers / Cloud · Licenses IP to
“AWS Graviton 4 (Neoverse)”
Hyperscalers / Cloud · Licenses IP to
“Apple Silicon Arm-based”
Chip Designers · Licenses IP to
“Broadcom Arm licensee”
Chip Designers · Licenses IP to
“Marvell Arm licensee”
Hyperscalers / Cloud · Partners with
“Arm AGI CPU 136-core co-developed with Meta”
Hyperscalers / Cloud · Competes with
“Arm AGI CPU competes with Cobalt”
Hyperscalers / Cloud · Licenses IP to
“Microsoft Cobalt 100 powers Azure”
Chip Designers · Licenses IP to
“NVIDIA Grace uses Arm Neoverse”
Chip Designers · Licenses IP to
“Qualcomm Arm licensee”
Foundry · Fabs at
“Arm AGI CPU 136-core fabricated on TSMC 3nm”