Arm Holdings

As of 2026-10-09, Arm Holdings has 1 tracked supplier and 11 tracked customers in this dataset; its largest supplier by market cap is Cadence Design Systems. The customer list here follows a shared pattern for this segment rather than being individually confirmed for Arm Holdings — see /methodology.

Sourced from 2 references — primary source, secondary source — last verified 2026-07-19.

CPU architecture licensed in virtually every smartphone and most edge devices.

Ticker: NASDAQ: ARM
Headquarters: CAMBRIDGE, GB
Founded: 1990
Employees: 3,294
Revenue: $4.9B (FY2026) · +22.8% YoY
Net income: $904M
Operating margin: 18.3%
Market position: leader
Value-chain segment: Semiconductor IP Licensing
Key products: Cortex/Neoverse CPU IP

About Arm Holdings

Arm Holdings, headquartered in United Kingdom, operates in the Semiconductor IP Licensing segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Cortex/Neoverse CPU IP. wafergraph maps 1 tracked supplier and 11 tracked customers for Arm Holdings across the value chain. It has a supply-chain criticality score of 81/100, with 237 companies downstream of it. Arm Holdings is a party to 2 tracked deals, including NVIDIA's attempted Arm acquisition; SoftBank acquires Arm.

Arm Holdings plc is a British semiconductor and software design company headquartered in Cambridge, England, whose primary business is the design of central processing unit (CPU) cores that implement the ARM architecture family of instruction sets. It also designs other chips, provides software development tools under the DS-5, RealView and Keil brands, and provides systems and platforms, system-on-chip (SoC) infrastructure and software. As a holding company, it also holds shares of other companies. Since 2016, it has been majority owned by Japanese conglomerate SoftBank Group.

Role in the chain

Arm Holdings is a market leader in EDA & IP (Semiconductor IP Licensing), headquartered in United Kingdom. CPU architecture licensed in virtually every smartphone and most edge devices.

Diligence questions

The dataset records 1 tracked supplier for Arm Holdings. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
1 of Arm Holdings's tracked suppliers are a monopoly or leader (including Cadence Design Systems). Which of those are actually single-source for the process step you care about?
The dataset names 11 tracked customers for Arm Holdings. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Arm Holdings is positioned as a leader in EDA & IP. How replaceable is this vendor on the process step you are buying?
Arm Holdings is headquartered in United Kingdom. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Arm Holdings trades as NASDAQ:ARM. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Arm Holdings