Arm is a publicly owned company headquartered in the US, with SoftBank Group as its parent company. Founded in 1990, the company employs approximately 7,470 individuals. Arm specializes in semiconductor manufacturing and manufactures semiconductor IP equipment.
On September 18, 2026, SoftBank Group Corp increased its margin loan backed by shares of its chip unit Arm Holdings Plc by US$5 billion to US$25 billion, as the conglomerate finances expanding investments in artificial intelligence. Previously on September 18, Arm shares surged 8.57% following an AI roadmap reaffirmation, despite trading at a forward P/E of 110 and recording three consecutive quarters of large GAAP EPS misses. The company reported data-center royalties more than doubled year-over-year, and AGI CPU customer demand grew to $2 billion from $1 billion in 90 days. This follows concerns on September 18 regarding whether Arm Holdings' strong share price run, tied to AI expectations, aligns with its balance sheet fundamentals. Earlier, on September 17, Arm CEO Rene Haas stated that demand for the company's technology, particularly from AI applications in data centers, robotics, and edge devices, is "off the charts." Haas noted that supply constraints in wafers, memory, and testing equipment limit growth, but affirmed confidence in a $2 billion revenue target for its new AGI CPU.