ARM Holdings PLC ADR

ARM: XNAS (USA)

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The $100 Billion CPU Tailwind Is Real; Arm Holdings Needs To See How To Capture It

Javier Correonero

May 7, 2026

Business Strategy and Outlook

Arm Holdings has historically not sold chips; rather, it developed CPU architecture and intellectual property that it licensed. We believe Arm will remain the dominant architecture in smartphone CPUs, where it has 99% market share, while maintaining high market share in other mobile chips and battery-powered devices. Arm is also making inroads into the data center, where we expect it will gain market share versus x86, sold by Intel and AMD.

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ARM Holdings PLC ADR

The $100 Billion CPU Tailwind Is Real; Arm Holdings Needs To See How To Capture It

Business Strategy and Outlook

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