Morningstar
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Nov 05, 2026
Arm Holdings plc: Arm Earnings: CPU Demand Is There, but Arm Needs to Secure the Supply
Summary
Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world’s smartphone CPU cores. Arm also has a high market share in other battery-powered devices, such as wearables, tablets, and sensors. Arm licenses its architecture for a fee,
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