Morningstar
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Sep 18, 2025
Arm Holdings plc: Intel-Nvidia Deal Could Be a First Step Toward Foundry Revival; European Semiconductors React
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, 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
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