Arm is collecting expanding royalty rates as v9 architecture penetrates handsets, data center, and increasingly automotive. The Nvidia Grace, AWS Graviton, and Microsoft Cobalt CPU programs all use Arm IP, providing structural data center share gain. AI accelerator companion CPUs add a new royalty stream. Valuation extreme but growth trajectory exceptional.
Thesis reviewed May 29, 2026
Arm Holdings plc is headquartered in United Kingdom, which is currently showing moderate signals.
🇬🇧United Kingdom61NEUTRALView United Kingdom risk detail →💻Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ONTO | Onto Innovation Inc. | 11 | +17% | ↓57% | EARLY |
| WOLF | Wolfspeed Inc. | 11 | -29% | ↓57% | AVOID |
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | ↓57% | NEUTRAL |
| NVDA | NVIDIA Corporation | 11 | +10% | ↓57% | NEUTRAL |
| UMC | United Microelectronics Corporation | 11 | +7% | ↓57% | NEUTRAL |
| ARM | Arm Holdings plc | 11 | +17% | ↓57% | EARLY |
| MU | Micron Technology, Inc. | 11 | +16% | ↓57% | EARLY |
Investors who hold ARM may also have indirect exposure through these country funds.
AWS Graviton4 ships at scale, Arm royalty per socket rises
v9 attach rate exceeds 30% of mobile shipments
Arm Compute Subsystem licensed by three new auto chipmakers
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] THE WORLD WILD WEB: EXAMINING HARMS ONLINE ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON COMMERCE, MANUFACTURING, AND TRADE OF THE COMMITTEE ON ENERGY…