Arm's success story continues – record sales and growing influence in the AI industry

Arm, the British design powerhouse for semiconductors, exceeds its expectations with impressive growth figures a year after its stock market launch. The demand for the Arm Compute platform is rising in parallel with the global boom in AI applications. Arm reports that over 300 billion chips have been shipped to date. In the last quarter, impressive record values were achieved in license fees—an increase of 23% compared to the previous year, mainly attributed to the higher adoption of v9 and the continuous customer investments in AI. The company shines with its ability to offer more efficient and powerful computing from the edge to the cloud. Smart agreements, such as the integration of Arm's v9 CSS in the new MediaTek chipset Dimensity 9400 and Apple's new iPhone models, demonstrate the growing influence of Arm technology. Additionally, Arm collaborates with heavyweights like NVIDIA, Microsoft Azure, Google, and Meta to accelerate the optimization of AI applications. Remarkable growth was recorded in the smartphone processor sector, which increased by 40%, even though the number of units sold rose by only 4%. Arm benefits from the shift to v9, which now generates 25% of the license fees. The impressive figures underline Arm's strong market position, even as industrial demand declined due to inventory corrections. For the coming quarter, Arm forecasts revenues between 920 and 970 million USD, representing a 15% growth compared to the previous year. The company plans to continue making significant investments in research and development, indicating an optimistic outlook on future markets.