We mined Arm's acquisitions, investments, and partnerships to discern the company's strategic priorities.
Arm went public this month at a nearly $60B valuation in what is likely to be the biggest tech IPO of the year. In a sign of confidence, its share price surged 25% on its first day of trading.
The UK-based company — a licensor of chip designs to industry leaders like Apple, Google, NVIDIA, and Samsung — dominates smartphone chip architecture with a 99% market share.
However, recent years have been marked by uncertainty for the company, with a $40B acquisition by NVIDIA collapsing in early 2022. The deal faced opposition from customers like Qualcomm and Microsoft, as well as intense regulatory scrutiny.
On the heels of its IPO, the company is now looking ahead to new areas of growth such as artificial intelligence, while also doubling down on its strengths in mobile computing.
Using CB Insights data, we uncovered the 5 most important strategic priorities highlighted by Arm’s recent acquisitions, investments, and partnerships. We then categorized companies by their business relationships with Arm across these areas:
- AI & ML
- Automotive chips
- Electronic design automation
- Enterprise & IoT infrastructure
- ICs & SoCs
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