Arm Holdings
Arm Holdings is the IP owner and developer of the ARM architecture, which is used in 99% of the world's smartphone CPU cores, and it also has high market share in other battery-powered devices like wearables, tablets, or sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped.www.arm.com
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Search complete. 178 mentions across 52 episodes found for "Arm Holdings".
Sep 11, 2026
Mark HoldenHOST
So SoftBank's well-placed for that.
Mark HoldenHOST
They own a big chunk in Arm.
Mark HoldenHOST
Remember Arm Holdings, which it used to be our tech stock.
Mark HoldenHOST
It's now obviously listed in NASDAQ, but it was based in Cambridge, started in Cambridge all those years ago.
Mark HoldenHOST
Away from AI, uh, I wanted to just talk a little bit about, there's a company called Novartis who are a drug company, which we know about.
40 MINS LATER
Chris FellinghamHOST
So you might have a good growth rate, but if your bond yields are at 10, you may find that the price earnings ratio is a lot lower than it is now.
Chris FellinghamHOST
Which is why, guess what, which is why this is very difficult time for everybody.
Chris FellinghamHOST
You know, which is gonna win? Is it gonna be this big growth rate, or is it gonna be the fact that bond yields are moving up at this level? What is that time when one competes and trades against the other? There's a very good article in the FT today, that's Thursday's FT, by a guy called Robert Armstrong, and it, it's just worth...
Eric BleekerHOST
If we go to 2024, their HGX-H100 system had four GPUs cpu or gpus per cpu today some of the systems like gb200 and vl72s are a two to one rate gpus to cpu and it's believed then this next generation we will hit a one-to-one ratio so why why is intel such a story stock of 2026.
Eric BleekerHOST
Why is AMD? Why is Arm Holdings? I've got the returns here.
Eric BleekerHOST
You know, this was as of late August, but Intel up 122%, AMD 104%, Arm Holdings up 108%.
Eric BleekerHOST
Well, it's because of understanding exactly this growth of agentic AI and what that means for both memory and also CPUs.
Eric BleekerHOST
Another thing we need to talk about when we look at industries that have been booming in 2026 is coding.
George TsilisCORRESPONDENT
These two companies compete in silicon and high-speed data center connectivity with Qualcomm.
George TsilisCORRESPONDENT
Arm Holdings is another technology architecture and IP supplier.
George TsilisCORRESPONDENT
NVIDIA is also a major competitor in the automotive segments, and Intel and AMD compete in PCs as well as data center CPUs.
George TsilisCORRESPONDENT
Now when it comes to unique value, Qualcomm's core technological advantage remains high performance and low power consumption.
Rafa FloresGUEST
I don't believe that.
Rafa FloresGUEST
I used to be at Arm Holdings back in the day.
Rafa FloresGUEST
I led the internet of things.
Rafa FloresGUEST
We thought we were going to change the world.
Adam GilchristCORRESPONDENT
He says, artificial intelligence will, he says, find a cure for cancer that humans cannot in our lifetimes.
Adam GilchristCORRESPONDENT
Rene Haas, who's chief executive of a company called Arm Holdings, he says, While modeling how a DNA marker is impacted by cancer is too complex a problem currently for human beings, computers are going to solve it.
Adam GilchristCORRESPONDENT
He says AI will lead to widespread humanoid robots in the next five years.
Adam GilchristCORRESPONDENT
He says the rapid growth is only really being held up by a shortage of chips.
NickHOST
So let's call that more of a vertical acquisition that NVIDIA made.
NickHOST
The one that got the most scrutiny and led to NVIDIA just completely dropping the acquisition altogether was Arm Holdings.
NickHOST
That was dropped in 2022.
NickHOST
It was proposed at $40 billion.
Ben AnsellHOST
DeepMind is very far from being the only innovative British company to be snapped up by foreign buyers.
Ben AnsellHOST
So, if you're listening to this on a smartphone, there's a 99% chance that the microchip inside it was designed by a company based in Cambridge called ARM.
Ben AnsellHOST
But in July 2016, Arm was taken over by the Japanese bank SoftBank for £24bn.
Ben AnsellHOST
Today's news that it's about to become a Japanese-owned firm has not been greeted with huge enthusiasm in
Herman HauserSOUNDBITE_SPEAKER
Cambridge.
Herman HauserSOUNDBITE_SPEAKER
Arm has been the proudest achievement in my life and this is a very sad day for me and I think a sad day for technology in Britain.
Ben AnsellHOST
That was Sir Herman Hauser, the founder of Arm Holdings.
Ben AnsellHOST
So, why are we losing our innovative companies to foreign investors? Are we perhaps tying tech up in too much red tape? Anu Bradford from Columbia Law School says that that's not really the case.
Ken BriodaghHOST
Uh, it's an exciting news time.
Ken BriodaghHOST
Uh, and, uh, I can't say anything about it yet, but there's more to come, but the news that just came out this week, the thing I'm actually working on a article about it right now from arm is, uh, is huge arm has sort of come out and said that, um, I mean, I'm excited about it because it shows that Arm agrees with the position that I've been taking, which I like, that the generative AI age is ending and the agentic age is beginning, which a lot of people agree with, and that Arm is and wants to be the platform for agentic AI, especially at the edge.
Ken BriodaghHOST
There's a bunch of announcements that came out around ARM CSS for mobile, the ARM Mali G2 Ultra NX GPU, and the ARM C2 CPU cluster altogether are just tailor-made for the needs of agentic systems at the edge.
Ken BriodaghHOST
Um, it's really, really cool.
Adam GilchristCORRESPONDENT
And what he's saying is that artificial intelligence will find a cure for cancer that humans cannot.
Adam GilchristCORRESPONDENT
René Haas, he's chief executive of a company based in Cambridge called Arm Holdings.
Adam GilchristCORRESPONDENT
He says that modeling how a DNA marker is impacted by cancer is too complex currently for human beings, generally speaking, but that computers and particularly AI computers are going to solve it in the future.
Adam GilchristCORRESPONDENT
He says the main thing that's standing in the way of this at the moment is a shortage of chips.
Adam GilchristCORRESPONDENT
And what he's saying is that artificial intelligence will find a cure for cancer that humans cannot.
Adam GilchristCORRESPONDENT
René Haas, he's chief executive of a company based in Cambridge called Arm Holdings.
Adam GilchristCORRESPONDENT
He says that modeling how a DNA marker is impacted by cancer is too complex currently for human beings, generally speaking, but that computers and particularly AI computers are going to solve it in the future.
Adam GilchristCORRESPONDENT
He says the main thing that's standing in the way of this at the moment is a shortage of chips.
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