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Arm Holdings, in Break From Past, Will Sell Its Own Computer Chips

For years, the company sold chip designs to other companies. Now it plans to sell its own chips for A.I. data centers. Arm Holdings licenses technology to semiconductor designers that powers...

NYTIMES 입력 2026.03.25 02:00 0

Arm Holdings, in Break From Past, Will Sell Its Own Computer Chips

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Arm Holdings, in Break From Past, Will Sell Its Own Computer Chips

For years, the company sold chip designs to other companies. Now it plans to sell its own chips for A.I. data centers.

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Arm Holdings helped pioneer the concept of selling intellectual property rather than products.

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Hasnoor Hussain/Reuters

Don Clark

Reporting from San Francisco

March 24, 2026,

1:00 p.m. ET

Arm Holdings licenses technology to semiconductor designers that powers nearly all mobile phones and many other products. Now, it has a chip of its own to sell.

The company, a British unit of Japan’s SoftBank, on Tuesday announced plans for the first silicon product that Arm will design and sell since its founding in 1990. It is a microprocessor aimed at data centers running artificial intelligence tasks.

Meta, Facebook’s parent company, helped develop the chip and signed up as its first user. Other early customers will include OpenAI, the A.I. pioneer, Arm said.

Arm’s new offering marks a drastic change in its business model. The company helped pioneer the concept of selling intellectual property rather than products, charging fees and collecting per-chip royalties from hundreds of companies that license Arm’s underlying microprocessor architecture or the equivalent of blueprints to design chips.

Pierre Ferragu, an analyst with New Street Research, called Arm’s shift to selling chips “the most significant strategic pivot in the company’s history.”

Nvidia, which has become the

most valuable publicly traded company

in the world thanks to its A.I. chips, has focused attention on chips it sells that handle specialized, number-crunching tasks essential to the development of A.I. systems.

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