Arm Holdings vs Rambus
Arm Holdings is larger by market cap ($287.2B vs $10.5B). Arm Holdings reports higher tracked revenue ($4.9B vs $393M). Both are primarily Semiconductor IP Licensing companies.
Shared segment: EDA & IP.
Side-by-side
| Arm Holdings | Rambus | |
|---|---|---|
| Market cap | $287.2B | $10.5B |
| Revenue | $4.9B (FY2026) | $393M (FY2017) |
| Primary segment | Semiconductor IP Licensing | Semiconductor IP Licensing |
| Market position | leader | major |
| Country | United Kingdom | United States |
| Tracked suppliers | 1 | 0 |
| Tracked customers | 11 | 10 |
| Chokepoint / criticality | 81/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Arm Holdings and Rambus compare
- Size: Arm Holdings is the larger company by market cap.
- Revenue: Arm Holdings reports higher tracked revenue.
- Supply-chain criticality: Arm Holdings has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Arm Holdings (United Kingdom) vs Rambus (United States).