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Tag

arm holdings

2 articles

Arm's $2B AI Chip Bet Hits a Hard Constraint: It Can't Make Them Yet
Technology39d 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
Technology40d 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.