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Tag

Arm Holdings

3 articles

Arm Holdings Down 10% as Intel's Weak Guidance Shows Sector Trouble
U.S. Equities1h ago
Arm Holdings Down 10% as Intel's Weak Guidance Shows Sector Trouble
Arm Holdings fell nearly 10 percent Friday after Intel's disappointing fourth-quarter guidance sparked a broad semiconductor sell-off, raising questions about demand across the chip industry.
Arm's $2B AI Chip Bet Hits a Hard Constraint: It Can't Make Them Yet
Technology72d ago
Arm's $2B AI Chip Bet Hits a Hard Constraint: It Can't Make Them Yet
CFO Jason Child says demand for Arm's new data center chips could exceed $2 billion in fiscal 2027-2028, but TSMC capacity and memory availability are the real bottleneck
Arm's Pivot From Licensing to Chips: The Numbers Behind a $300B Bet
Technology73d ago
Arm's Pivot From Licensing to Chips: The Numbers Behind a $300B Bet
CFO Jason Child says Arm expects more than $2 billion in customer demand for its AI chips across fiscal 2027 and 2028, as the company races to secure fabrication capacity.