# Arm CEO Claims Demand Surges as Chip Shortage Lingers

> Arm's CEO says demand for chips is 'off the charts' but supply chain bottlenecks limit growth.
- Title: Arm CEO Claims Demand Surges as Chip Shortage Lingers
- Summary: Arm's CEO says demand for chips is 'off the charts' but supply chain bottlenecks limit growth. Arm's CEO states demand for chips is 'off the charts' but…
- Keywords: arm, renes, ceo, chips, demand, supply, bottleneck, data center, royalty, nvidia, google, aws
- Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/arm-ceo-says-demand-off-134529258.html
- Published: 2026-09-17T13:45:29+00:00
- Read time: 1 min
- Topics: arm, renes, ceo, chips, demand, supply, bottleneck, data center, royalty, nvidia, google, aws
## 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.
## Key takeaway

Arm's CEO states demand for chips is 'off the charts' but manufacturing bottlenecks cap revenue growth.