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.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Licensor | $219.12 | P/E 27.7RSI 52Cap 5.29 T |
| TSM | Partner | $431.58 | P/E 30.6RSI 45Cap 2.14 T |
| AVGO | Licensor | $357.70 | P/E 45.6RSI 46Cap 1.71 T |
| MU | Peer | $994.70 | P/E 22.5RSI 56Cap 1.12 T |
| AMD | Peer | $542.18 | P/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