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Arm Holdings plc (ARM) Competitors & Peers

The 5 largest companies in the same industry as Arm Holdings plc, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.

How we identify peers ↗

TickerRelationshipPriceComparables
NVDALicensor$219.12P/E 27.7RSI 52Cap 5.29 T
TSMPartner$431.58P/E 30.6RSI 45Cap 2.14 T
AVGOLicensor$357.70P/E 45.6RSI 46Cap 1.71 T
MUPeer$994.70P/E 22.5RSI 56Cap 1.12 T
AMDPeer$542.18P/E 133.5RSI 59Cap 856.6 B

How these relationships were derived

Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.

Model-inferred relationships (unverified)

Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.

  • AAPLLicensor

    Apple licenses Arm's instruction set architecture and core designs to develop its proprietary A-series and M-series chips under a long-term agreement extending beyond 2040.

    Model-inferred, unverified — treat as a lead, not evidence
  • 9984.TPartner

    SoftBank ~90% owner of Arm.

    Model-inferred, unverified — treat as a lead, not evidence
  • QCOMLicensor

    Qualcomm licenses Arm's architectural IP and core designs to produce its Snapdragon processors for mobile, automotive, and PC applications.

    Model-inferred, unverified — treat as a lead, not evidence
  • 9984.TPartner

    SoftBank holds ~90% of Arm post-IPO.

    Model-inferred, unverified — treat as a lead, not evidence
  • AMZNLicensor

    Amazon licenses the Arm instruction set architecture and Arm Neoverse processor core IP to design its proprietary Graviton CPU series for AWS cloud servers.

    Model-inferred, unverified — treat as a lead, not evidence
  • GOOGLLicensor

    Google licenses the Arm Neoverse V2 processor core IP and instruction set architecture to build its custom Axion server CPUs for Google Cloud data centers.

    Model-inferred, unverified — treat as a lead, not evidence
  • MSFTLicensor

    Microsoft licenses Arm Neoverse cores to develop its custom Cobalt CPU series for Microsoft Azure data centers.

    Model-inferred, unverified — treat as a lead, not evidence
  • 005930.KSLicensor

    Samsung licenses Arm CPU architectures and standard processor cores (Cortex series) for its custom Exynos mobile processors.

    Model-inferred, unverified — treat as a lead, not evidence
  • NVDALicensor

    NVIDIA licenses Arm Neoverse core designs and architecture IP to build its custom Grace CPUs and integrated Grace Blackwell superchips.

    Model-inferred, unverified — treat as a lead, not evidence
  • 2454.TWLicensor

    MediaTek licenses Arm CPU and GPU designs (Cortex and Immortalis) for its flagship Dimensity mobile system-on-chips.

    Model-inferred, unverified — treat as a lead, not evidence
  • SNPSPartner

    Synopsys maintains a long-term partnership with Arm to co-optimize EDA digital implementation, verification, and interface IP tools for Arm-based system-on-chips (SoCs).

    Model-inferred, unverified — treat as a lead, not evidence
  • CDNSPartner

    Cadence maintains a long-term partnership with Arm to co-optimize EDA digital implementation, verification, and interface IP tools for Arm-based system-on-chips (SoCs).

    Model-inferred, unverified — treat as a lead, not evidence
  • SNPSSupplier

    Synopsys supplies electronic design automation (EDA) software suites and IP design verification tools to Arm.

    Model-inferred, unverified — treat as a lead, not evidence
  • AAPLCustomer

    Apple licenses Arm architecture instruction sets to design custom A-series and M-series processors for consumer electronics.

    Model-inferred, unverified — treat as a lead, not evidence
  • NVDACustomer

    NVIDIA licenses Arm Neoverse cores for its Grace CPU architecture and Tegra automotive platforms.

    Model-inferred, unverified — treat as a lead, not evidence
  • QCOMCustomer

    Qualcomm licenses Arm Cortex architecture cores for Snapdragon processor platforms.

    Model-inferred, unverified — treat as a lead, not evidence
  • INTCCompetitor

    Competes in microarchitecture standards, pitting Arm designs against Intel's proprietary x86 instruction sets.

    Model-inferred, unverified — treat as a lead, not evidence
  • AVGOLicensor

    Broadcom licenses Arm CPU core IP to integrate into its high-end networking, storage, custom ASICs, and optical communication chips.

    Model-inferred, unverified — treat as a lead, not evidence
  • TSMPartner

    TSMC + Arm co-optimize PDKs for advanced nodes; Arm IP foundational to TSMC customer silicon.

    Model-inferred, unverified — treat as a lead, not evidence
  • MSFTPartner

    Cobalt 100 Azure CPU is Arm-based.

    Model-inferred, unverified — treat as a lead, not evidence
  • MCHPLicensor

    Microchip licenses Arm Cortex-M processor cores (M0+, M4, M7, M23, M33) from Arm Ltd. to develop and design its 32-bit MCU and MPU portfolios (such as SAM and PIC32C series).

    Model-inferred, unverified — treat as a lead, not evidence
  • CDNSSupplier

    Cadence provides advanced EDA tools and emulation systems utilized to verify Arm CPU architectures.

    Model-inferred, unverified — treat as a lead, not evidence
  • ORCLPartner

    Ampere Computing Arm CPUs deployed at OCI.

    Model-inferred, unverified — treat as a lead, not evidence
  • METAPartner

    Meta + Arm partnership for AI inference + datacenter compute.

    Model-inferred, unverified — treat as a lead, not evidence
  • SIFIVECompetitor

    Competes directly in processor IP licensing for embedded and application processors.

    Model-inferred, unverified — treat as a lead, not evidence
  • NTDOYLicensor

    Nintendo utilizes the ARM instruction set architecture as the core CPU framework inside its NVIDIA-designed Switch processors to ensure extreme power efficiency.

    Model-inferred, unverified — treat as a lead, not evidence