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
“the Company recognized expenses of $59.4 million... under a service share arrangement with Arm China... we terminated an agreement with Arm China for certain software engineering-related services, which have been brought in-house.”
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.”
Other · Supplies
“the Company incurred subscription and other costs of $10.4 million, $10.6 million, and $8.9 million, respectively, from Linaro.”
Other · Supplies
“The Company engaged Raine Securities LLC, a related party, for certain advisory services in connection with the IPO.”
Other · Supplies
“The chip manufacturing operations of these companies are concentrated in certain geographic regions, including Taiwan and other parts of East Asia... A significant portion of the world's semiconductor manufacturing is in Taiwan.”
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 · Customer of
“our largest customer individually, Arm China, accounted for approximately 17%, 21% and 24% of our total revenue, respectively, during those fiscal years.”
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.”
Other · Customer of
“we were recently selected by the Malaysian government to be a key strategic AI technology partner.”
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 · Customer of
“our top five customers (including Arm China) collectively accounted for approximately 56%, 54% and 57% of our total revenue for the fiscal years ended March 31, 2025, 2024 and 2023.”
Other · Customer of
“the Company had four customers that collectively represented 49% of total revenue, with the single largest customer accounting for 17%... second largest 11%... third largest 11%... fourth largest 10%.”
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”