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ENTITY
SMARTSCORE: 3.4/5
ARM Holdings

ARM Holdings (ARM US)

196
Analysis
Information TechnologyUnited Kingdom
Arm Holdings US, Inc. operates as a holding company. The Company, through its subsidiaries, designs chips used in a range of electronic products. Arm Holdings serves customers worldwide.
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bearishAmbiq Micro
28 Jul 2025 16:19

Ambiq Micro, Inc. (AMBQ): IPO Facing Challenges, Revenue Growth Stagnant Amidst Changes to Business

​Company forecasts growth slow-down after moving business from China, IPO order flow steady but sources cautious, manageable cash raise but...

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22 Jul 2025 12:14

Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman 'Jokes' About Buying 100x More GPUs

​TSMC's upcoming 2nm node could see a significant increase in wafer capacity, OpenAI's Sam Altman jokes about owning trillions worth of GPUs, and...

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bullishAmbiq Micro
21 Jul 2025 12:42

Ambiq Micro, Inc. (AMBQ): Semiconductor Solutions Company Sets Terms for IPO

​Ambiq Micro updated its prospectus and set terms for its IPO that is scheduled to debut on July 30th with 3.4mm shares at $22.00-$25.00.

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bullishAmbiq Micro
16 Jul 2025 14:40

Ambiq Micro, Inc. (AMBQ): Peeking at the IPO Prospectus of the Next Semiconductor Solutions Company

​A leading semiconductor company specializing in ultra-low power solutions sees steady growth in net sales, benefiting from the high investor...

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bearishSoftbank Group
02 Jul 2025 18:19

SoftBank (9984 JP): Challenged by Portfolio Concentration and JPY Strength

​SBG's reliance on Arm's valuation for NAV growth is challenged by geopolitical, concentration, currency, and market risks. We see that the NAV...

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