Arm CEO Claims Demand Surges

Arm's CEO Rene Haas states demand for chips is 'off the charts' with order books full and growing.

“off the charts”

Supply Chain Bottlenecks Limit Growth

Multi-stage manufacturing bottlenecks across wafers, substrates, testers, and memory cap revenue growth.

Data Center Revenue Doubles

Data-center royalty revenue more than doubled year over year last quarter with 500 million Neoverse cores shipped.

AGI CPU Target Adjusted

Arm's AGI CPU target was cut to $1 billion amid foundry capacity worries but confidence rose from May to September.

Data Center Becomes Largest Business

CEO Rene Haas claims data center will be Arm's largest business, shifting focus from smartphone royalties.

AGI CPU Margin Profile

First-generation AGI CPU gross margins in the low 40% range will dilute profitability versus core IP licensing.

Market Reaction to Guidance

Shares of Arm trade at $243.98, down 10.11% over the past month but up 123.2% year to date.

Investor Confidence Test

If Arm ships silicon by year-end 2026 and AGI CPU reaches $2 billion by fiscal 2027-2028, CEO Haas is right.