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Price · 180d
$353.29
Thesis
Arm licenses the CPU architecture and core IP that underpins most mobile, edge, and a growing share of data-center compute. It earns royalties across the ecosystem regardless of which chipmaker ships the silicon.
Catalysts
- Royalty rate uplift from newer architecture versions
- Data-center and AI compute design wins
- Compute Subsystems adoption shortening customer time-to-market