{"slug":"arm","name":"Arm Holdings","name_en":"Arm Holdings","ticker":"ARM","updated_at":"2026-07-12T06:24:25.797222+00:00","canonical":"https://valuechain.wiki/arm","same_as":["https://finance.yahoo.com/quote/ARM","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1973239"],"citable":"밸류체인 그래프 기준 Arm Holdings의 직접 연결 기업은 12곳(관계 기준 공급 3·매출 8·투자 1)이고, 사슬을 2차까지 넓히면 16곳에 닿는다. 링크의 근거 출처는 17건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Arm Holdings is directly linked to 12 companies (3 supply, 8 revenue, 1 investment relationships) and reaches 16 companies within two hops; the links are backed by 17 dated sources, 3 of them primary filings (as of 2026-07-12).","kicker":"반도체 설계 IP (CPU 아키텍처)","kicker_en":"Chip-design IP (CPU architecture)","lead":"CPU 아키텍처 IP를 설계해 라이선스·로열티로 수익을 내는 회사. FY2024(2024.3) 매출 $3.23B. 전 세계 스마트폰의 95%+가 ARM 기반이며 애플·퀄컴·삼성·엔비디아·브로드컴·AMD가 ARM IP로 칩을 만든다. Armv9 전환과 서버·AI로 로열티 성장.","lead_en":"Designs CPU-architecture IP and earns license fees and royalties. FY2024 (ended Mar 2024) revenue $3.23B. Over 95% of smartphones are ARM-based; Apple, Qualcomm, Samsung, NVIDIA, Broadcom and AMD build chips on ARM IP. Armv9 and server/AI drive royalty growth.","segments":{"fy":2026,"parts":[{"desc":"칩당 반복 매출 축 — FY2026 $26.1억(+21%). v9(로열티의 25%)·CSS(~20%)가 단가를 높이고 데이터센터 로열티가 2배로 성장","name":"로열티"},{"desc":"신규 설계 라이선스 선수익 — FY2026 $23.1억(+25%). CSS 채택 확대와 AI 설계 수요가 견인","name":"라이선스·기타"}],"total":"$49.2억 (FY2026, 2026년 3월기, +23%)","source":"Arm FY2026 실적(20-F)","concentration":"스마트폰 95%+가 ARM 기반. v9 아키텍처가 로열티 매출의 25%(장기 목표 60~70%), CSS가 로열티의 ~20%(19개 라이선스·11사·5곳 출하)로 칩당 단가를 끌어올린다. 데이터센터 로열티가 전년比 2배. 소프트뱅크가 ~90% 지배. 애플·퀄컴·삼성·엔비디아·미디어텍이 핵심 고객."},"segments_en":{"fy":2026,"parts":[{"desc":"The per-chip recurring axis — FY2026 $2.61B (+21%). Armv9 (25% of royalty) and CSS (~20%) raise per-chip pricing, and data-center royalties doubled","name":"Royalty"},{"desc":"Upfront revenue from new design licenses — FY2026 $2.31B (+25%), driven by CSS adoption and AI-design demand","name":"License & other"}],"total":"$4.92B (FY2026, ended March 2026, +23%)","source":"Arm FY2026 results (20-F)","concentration":"95%+ of smartphones are Arm-based. Armv9 is 25% of royalty revenue (long-term target 60-70%), and CSS is ~20% of royalties (19 licenses, 11 companies, 5 shipping), lifting per-chip pricing. Data-center royalties doubled YoY. SoftBank controls ~90%. 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After -11.4% in 2025, it rebounded +199.9% in 2026. The stock (+199.9%) is ahead of both its demand side (avg +40.5%) and supply side (avg +9%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is MediaTek (+124.3%) and the furthest behind is Synopsys (-5.6%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Armv9 and server/AI drive royalty growth.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"연간 매출","value":3233000000,"period":"FY2024","basis_en":"annual revenue","qualifier":"approx"},"note":"Apple에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to Apple.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"미디어텍","counterparty_slug":"mediatek","confidence":"high","metric":{"type":"amount","unit":"USD","value":2610000000,"period":"Arm FY2026 로열티(+21%)","v9_pct":25,"css_pct":20,"qualifier":"royalty_context"},"note":"미디어텍에 파운드리·IP·EDA 공급.","note_en":"Supplies foundry, IP and EDA to MediaTek.","sources":[{"stance":"confirms","publisher":"Arm Newsroom","publisher_en":"Arm Newsroom","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://newsroom.arm.com/news/arm-q4-fye26-results","title":"Arm FY2026 실적 — 매출 $49.2억(+23%), 로열티 $26.1억·라이선스 $23.1억","title_en":"Arm FY2026 results — revenue $4.92B (+23%), royalty $2.61B, license $2.31B","excerpt":"Arm FY2026 매출 $49.2억(+23%): 로열티 $26.1억(+21%·v9 25%·CSS ~20%)·라이선스 $23.1억(+25%)","excerpt_en":"Arm FY2026 revenue $4.92B (+23%): royalty $2.61B (+21%; v9 25%, CSS ~20%), license $2.31B (+25%)"},{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"미디어텍에 파운드리·IP·EDA 공급.","excerpt_en":"Supplies foundry, IP and EDA to MediaTek."},{"stance":"confirms","publisher":"나무위키","publisher_en":"Namu","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://namu.wiki/w/TSMC","title":"TSMC 고객사로서 미디어텍","title_en":"MediaTek as a TSMC customer","excerpt":"미디어텍에 파운드리·IP·EDA 공급.","excerpt_en":"Supplies foundry, IP and EDA to MediaTek."}]},{"direction":"revenue","counterparty":"Qualcomm","counterparty_slug":"qualcomm","confidence":"high","metric":{"type":"amount","unit":"USD","value":2610000000,"period":"Arm FY2026 로열티(+21%)","v9_pct":25,"css_pct":20,"qualifier":"royalty_context"},"note":"Qualcomm에 CPU 아키텍처 IP 공급.","note_en":"Supplies CPU-architecture IP to Qualcomm.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-01-07","url":"https://www.hankyung.com/article/2026010776221","title":"삼성 파운드리, 퀄컴 물량 따내고 TSMC 추격","title_en":"Samsung Foundry wins Qualcomm orders, chases TSMC","excerpt":"삼성과 2나노 파운드리 재논의.","excerpt_en":"Samsung in talks for 2nm foundry."},{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"news","lang":"en","published_at":"2025-03-26","url":"https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/","title":"퀄컴, 스냅드래곤 8s Gen4를 TSMC 4nm로","title_en":"Qualcomm taps TSMC 4nm for Snapdragon 8s Gen 4","excerpt":"스냅드래곤 최첨단 물량 TSMC로.","excerpt_en":"Leading-edge Snapdragon volume moved to TSMC."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K","title":"Qualcomm 연례보고서 (10-K)","title_en":"Qualcomm Form 10-K","excerpt":"10-K: QCT 칩셋·QTL 라이선스.","excerpt_en":"10-K: QCT chipsets and QTL licensing."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":{"type":"amount","unit":"USD","value":2610000000,"period":"Arm FY2026 로열티(+21%)","v9_pct":25,"css_pct":20,"qualifier":"royalty_context"},"note":"NVIDIA에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to NVIDIA.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"investor","counterparty":"소프트뱅크 그룹 (지배주주)","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"%","value":90,"period":"소프트뱅크 지배지분","qualifier":"약"},"note":"소프트뱅크 그룹이 Arm 상장 후에도 약 90% 보유.","note_en":"SoftBank retains ~90% of Arm after its IPO.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2026-05-22","url":"https://www.sedaily.com/article/20047400","title":"[영상] \"반도체·AI·전력까지 다 가졌다\" 투자 실패했다더니…'AI 지주사'로 부활한 소프트뱅크","title_en":"SoftBank reborn as an 'AI holding company' with chips, AI and power all in hand","excerpt":"소프트뱅크는 2025년 회계년도 사업 보고서에 따르면 Arm 지분 약 90%를 보유하고 있다.","excerpt_en":"According to SoftBank's fiscal 2025 annual report, it holds approximately 90% of Arm's shares."},{"stance":"confirms","publisher":"로이터 (야후 파이낸스)","publisher_en":"Reuters (via Yahoo Finance)","kind":"news","lang":"en","published_at":"2023-09-15","url":"https://finance.yahoo.com/news/softbanks-arm-set-debut-nasdaq-113540728.html","title":"소프트뱅크의 Arm, 상장 첫날 25% 급등하며 650억달러 가치 평가","title_en":"SoftBank's Arm soars nearly 25% in market debut to $65 billion valuation","excerpt":"The IPO netted $4.87 billion for SoftBank, which still holds a 90.6% stake.","excerpt_en":"The IPO netted $4.87 billion for SoftBank, which still holds a 90.6% stake."}]},{"direction":"investor","counterparty":"소프트뱅크","counterparty_slug":"softbank","confidence":"high","metric":{"type":"share","unit":"%","value":90,"qualifier":"약"},"note":"지배주주(지분 약 90%).","note_en":"Controlling shareholder (~90%).","sources":[{"stance":"mentions","publisher":"AInvest","publisher_en":"AInvest","kind":"analysis","lang":"en","published_at":"2026-04-01","url":"https://www.ainvest.com/news/softbank-openai-bet-13-stake-ai-future-funded-global-debt-discipline-2604/","title":"소프트뱅크의 OpenAI 지분 13%·누적 $646억","title_en":"SoftBank's 13% OpenAI stake, $64.6B cumulative","excerpt":"SoftBank's stake in Arm (~90%).","excerpt_en":"SoftBank holds ~90% of Arm."}]},{"direction":"cost","counterparty":"Siemens EDA","counterparty_slug":"siemens-eda","confidence":"mid","metric":{"type":"amount","unit":"USD","value":4920000000,"period":"Arm FY2026 매출(+23%)","qualifier":"company_scale"},"note":"지멘스 EDA(Calibre 등) 라이선스 지급.","note_en":"Pays for Siemens EDA (Calibre etc.) licenses.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/멘토_그래픽스","title":"멘토 그래픽스(지멘스 EDA)","title_en":"Mentor Graphics (Siemens EDA)","excerpt":"Arm Holdings가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"arm designs chips on Siemens EDA (Calibre/Tessent/Questa)."},{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"Arm Holdings가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"arm designs chips on Siemens EDA (Calibre/Tessent/Questa)."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"mid","metric":{"type":"amount","unit":"USD","value":4920000000,"period":"Arm FY2026 매출(+23%)","qualifier":"company_scale"},"note":"Synopsys에서 EDA 설계 툴 매입/사용.","note_en":"Uses/buys EDA design tools from Synopsys.","sources":[{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"IP 설계에 EDA 사용.","excerpt_en":"Uses EDA for IP design."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"설계 R&D.","excerpt_en":"Design R&D."}]},{"direction":"cost","counterparty":"Cadence Design Systems","counterparty_slug":"cadence","confidence":"mid","metric":{"type":"amount","unit":"USD","value":4920000000,"period":"Arm FY2026 매출(+23%)","qualifier":"company_scale"},"note":"Cadence Design Systems에서 EDA 설계 툴 매입/사용.","note_en":"Uses/buys EDA design tools from Cadence Design Systems.","sources":[{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"IP 설계에 EDA 사용.","excerpt_en":"Uses EDA for IP design."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"설계 R&D.","excerpt_en":"Design R&D."}]},{"direction":"cost","counterparty":"R&D 엔지니어·인건비 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","value":4920000000,"period":"Arm FY2026 매출(+23%)","qualifier":"company_scale"},"note":"아키텍처 R&D 인력이 최대 원가(비공개).","note_en":"Architecture R&D headcount is the main cost (undisclosed).","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: R&D.","excerpt_en":"20-F: R&D."}]},{"direction":"revenue","counterparty":"알칩","counterparty_slug":"alchip","confidence":"mid","metric":{"type":"amount","unit":"USD","value":2610000000,"period":"Arm FY2026 로열티(+21%)","v9_pct":25,"css_pct":20,"qualifier":"royalty_context"},"note":"알칩에 파운드리·IP 공급.","note_en":"Supplies foundry and IP to Alchip.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"analysis","lang":"en","published_at":"2026-02-01","url":"https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/","title":"Alchip 실적","title_en":"Alchip financial results","excerpt":"알칩에 파운드리·IP 공급.","excerpt_en":"Supplies foundry and IP to Alchip Technologies."},{"stance":"confirms","publisher":"Alchip","publisher_en":"Alchip","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance","title":"Alchip, AI ASIC 밸류체인","title_en":"Alchip on the AI ASIC value chain","excerpt":"알칩에 파운드리·IP 공급.","excerpt_en":"Supplies foundry and IP to Alchip Technologies."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"mid","metric":{"type":"amount","unit":"USD","value":2610000000,"period":"Arm FY2026 로열티(+21%)","v9_pct":25,"css_pct":20,"qualifier":"royalty_context"},"note":"AMD에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to AMD.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":{"type":"amount","unit":"USD","value":2610000000,"period":"Arm FY2026 로열티(+21%)","v9_pct":25,"css_pct":20,"qualifier":"royalty_context"},"note":"Samsung Electronics에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to Samsung Electronics.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"mid","metric":{"type":"amount","unit":"USD","value":2610000000,"period":"Arm FY2026 로열티(+21%)","v9_pct":25,"css_pct":20,"qualifier":"royalty_context"},"note":"Broadcom에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to Broadcom.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]}]}