Arm Holdings

Stories

Arm shifts from chip licensor to chipmaker for AI data centers

Transitioning from licensor to chipmaker; AGI CPU demand exceeds $2B but supply chain capacity lags — first production sales targeted Q4 FY2027

For 35 years, Arm Holdings sold blueprints, not chips. On May 6, 2026, Arm formalized a different future: a $15 billion direct chip-sales business by fiscal 2031, anchored by an in-house data center processor called the Arm AGI CPU.

Updated May 31

Arm Holdings faces global antitrust scrutiny over chip licensing

Rule Changes

Subject of three antitrust probes

Arm Holdings designs the chip architecture found in roughly 99% of smartphones and a growing share of data-center processors. On May 6 it reported record quarterly results. Five days later, Bloomberg revealed the Federal Trade Commission had opened an antitrust probe into how the company distributes those designs.

Updated May 20