Arm Holdings

“Arm announced that it will be integrating NVLink IP for customers to build CPU SoCs”

Arm will integrate NVLink IP so customers can build CPU SoCs connecting to NVIDIA.

“ARM has a substantial market share at a 32-bit level and all of the competitors build on based products”

Microchip notes ARM's substantial share of 32-bit microcontroller architecture; MCHP adopted ARM-based cores and is enabling industry-standard tools around them.

“The recently completed acquisition of the Arm Artisan Foundation IP further augments our design IP portfolio with standard cell libraries, memory compilers and IOs optimized for advanced node at the leading foundries.”

Cadence completed its acquisition of Arm's Artisan Foundation IP business, adding standard-cell libraries and memory compilers to its IP portfolio.

“how impactful is competition from ARM who is claiming to take over half the server market?”

An analyst pressed on the competitive threat from Arm Holdings, which is claiming to be taking significant server CPU share from Intel's x86 franchise; Intel responded citing roughly 55% market share retained.

“The jury's verdict vindicated Qualcomm's CPU innovations and affirmed that Qualcomm's contract with Arm provides a license for Qualcomm's products containing our proprietary Oryon CPUs in industries such as smartphones, automotive, next generation PCs, IoT, and data center.”

A December 2024 jury verdict favored Qualcomm in its licensing dispute with Arm, confirming Qualcomm's Arm architecture license covers its custom Oryon CPUs across multiple product categories; Arm also withdrew its prior notice of breach.

“AMD, ARM, NVIDIA and SI5 are among a number of customers who are deploying our new prototyping and emulation technologies, and we were honored by their participation in our recent launch.”

Arm is deploying Synopsys' newly launched HAPS 200 and ZeBu 200 prototyping and emulation systems.

“earlier this month, we entered into a definite agreement to acquire Arm's Artisan foundation IP business”

Cadence agreed to acquire Arm's Artisan foundation IP business to broaden its IP portfolio amid growing foundry build-out and demand for foundation IP.

“on the ARM side, from our perspective, we have a very broad, well-established license rights that cover our custom design CPUs. So we are very confident that those rights will be affirmed. The trial is scheduled for December, and so we're looking forward to addressing ARM's claims at that point.”

Qualcomm is in active litigation with Arm Holdings over custom CPU licensing rights, with trial scheduled for December 2024; Qualcomm disputes Arm's claims and expects its license rights to be upheld.

“This quarter, we strengthened our decades-long partnership with Arm, aligning our road maps to the needs of our mutual customers.”

Synopsys is deepening its long-running partnership with Arm, integrating Arm compute subsystems with its IP and EDA tools under the Arm Total Design program.

“We deepened our partnership with ARM, through a broad expansion of our IP, hardware and AI driven design enablement solutions and in Q4 successfully taped out industry's first ARM CSA standard-based system Chiplet.”

Cadence expanded its partnership with ARM across IP, hardware and AI-driven design tools, and taped out the industry's first ARM CSA-standard system chiplet.

“our agreement with SoftBank for Technology Licensing and Design Services contributed $200 million. SoftBank has become an increasingly important customer as they build out their AI compute strategy, including their recent acquisitions such as Ampere and Graphcore.”

SoftBank (Arm's parent) is an increasingly important licensing customer, contributing $200M this quarter as it builds out its AI compute strategy.

“Rivian announced its third-generation autonomy computer based on the Arm Holdings plc American Depositary Shares-based Rivian autonomy processor.”

Rivian's third-generation autonomy computer uses a custom Arm-based processor, the first production vehicle on Arm v9.