Arm Holdings

A new generation of building blocks for emerging tech

Next-gen Semiconductors

Ambiq Micro is a semiconductor company specializing in ultra-low power microcontrollers and AI solutions for battery-powered smart devices. The company's core technology, Subthreshold Power Optimized Technology (SPOT), enables devices to operate at subthreshold power levels, significantly extending battery life. Ambiq's product lineup includes the Apollo4 Plus SoC, featuring an Arm Cortex-M4 core, two MB embedded MRAM, and 2.75 MB SRAM. This chip is designed for always-on AI applications, with current consumption as low as four μA/MHz when executing from MRAM.
In February 2023, Ambiq launched its Neural Spot AI SDK, which combines with the company's sub-threshold and near-threshold technologies to enable efficient AI inference on IoT devices, particularly wearables. The SDK includes optimized libraries based on CMSIS-NN, with added features for fast Fourier transforms and other functionalities. It also offers an open-source model zoo with examples for health and speech detection/processing applications. Ambiq's technology allows for more complex AI models in resource-constrained environments, as demonstrated by their internal benchmarks showing significantly lower energy consumption compared to other Cortex-M4 devices.

Blu Wireless is a pioneer in mmWave communications and a leader in wireless networking equipment for multi-gigabit connectivity. The company specializes in developing high-performance, scalable, and flexible mmWave equipment for complex environments in defense, high-speed transport, and mobility/V2X applications. Blu Wireless's patented mmWave wireless solution for rail networks provides high bandwidth and low latency connectivity from trackside to train, delivering gigabit data throughput, increased security, and cost-effective deployment utilizing the unlicensed frequency band at 57-71 GHz. The company's products help future-proof network capacity using mmWave spectrum, delivering carrier-grade performance either stationary or on-the-move at ranges of several kilometers, with the unique ability to support mobility applications at speeds of more than 300 km/h.
Blu Wireless has developed a highly defensible and scalable mmWave solution that has the potential to significantly improve connectivity on high-speed rail transportation. The company's gigabit communications network is being deployed in the high-speed transport market in the US with the CALTRAIN commuter rail line running from San Francisco to San Jose. In the UK, the technology is being rolled out on the South Western Railway (SWR). In April 2024, Blu Wireless was selected to lead the 'High Gain mmWave for Wireless Backhaul for Transport Applications' category in the Future Telecoms Challenge, a government-backed competition from Innovate UK. The company's vision for this project is to replace the need for trackside fiber with a higher power mmWave wireless solution, closely integrated with the mmWave track-to-train products already in production.

Ampere Computing is a semiconductor company founded in 2017 that designs high-performance, energy-efficient processors specifically for cloud computing and data center markets. The company's product lineup centers on custom Arm-based processors tailored for cloud-native environments, emphasizing features such as high core counts, scalability, and low power consumption. Ampere's processors are designed to efficiently handle increasing workloads of modern data centers and cloud infrastructure, addressing performance, efficiency, and scalability challenges faced by today's data centers.
Ampere's product portfolio includes the Altra and Altra Max processors, introduced in 2020 and 2021 respectively, featuring 80 and 128 cores. In May 2023, Ampere unveiled its latest AmpereOne processor family, which includes up to 192 single-threaded custom cores - the highest core count in the industry at the time. The AmpereOne processor is built on a 5nm process node and incorporates eight channels of DDR5 memory and 128 lanes of PCIe Gen5 IO. This new processor family aims to provide increased performance, scalability, and efficiency compared to its predecessors.
Ampere's processors are designed to offer both high performance and energy efficiency, with the company claiming significant advantages over competitors in terms of performance per watt and performance per dollar. For instance, Ampere has reported that its processors outperform AMD's 3rd Generation EPYC "Milan" CPUs by 3.6 times in inference workloads and offer a six times advantage in performance per dollar compared to Intel's 3rd Generation "Ice Lake" CPUs.
The company's focus on efficiency and performance has attracted attention from major cloud service providers. As of 2023, Ampere's processors have been adopted by several leading cloud platforms, including Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, Alibaba, and Tencent. Additionally, server manufacturers such as HPE and Supermicro have incorporated Ampere's processors into their product lines.

SiPearl is a French company founded in June 2019 by Philippe Notton to design high-performance, energy-efficient microprocessors for European exascale supercomputers. The company is developing the Rhea series of processors based on Arm's Neoverse architecture. SiPearl's first-generation chip, Rhea1, features 80 Arm Neoverse V1 cores with dual 256-bit Scalable Vector Extension (SVE) units, four HBM2e memory stacks, and four DDR5 memory interfaces. The chip is designed to work with various accelerators, including GPUs, AI, and quantum processors. SiPearl has formal cooperation agreements with AMD, Intel, NVIDIA, and Graphcore for accelerator compatibility. The company aims to halve power consumption for equivalent computing power compared to existing solutions. Rhea1 is scheduled to sample in 2025 and will be manufactured by TSMC using its N6 (6nm-class) process. SiPearl is also developing a second-generation chip, Rhea2, which is expected to consist of two chiplets and offer increased performance.
Key customers and partnerships
SiPearl secured its first major customer in October 2023 with the JUPITER exascale supercomputer project in Germany. The EUR 273 million JUPITER system, to be operated by Forschungszentrum Jülich, will use SiPearl's Rhea1 processor alongside NVIDIA GPUs. The company has partnerships with Arm, Atos Group (through its Eviden business), and various European research institutions. In April 2023, SiPearl raised EUR 90 million in initial Series A funding, with investments from Arm, Atos Group, the European Innovation Council Fund, and the French government. The company is working closely with the European Processor Initiative (EPI) consortium, which includes 27 partners from the scientific community, supercomputing centers, and industry leaders.

Providing a seamless consumer experience is one hope for bringing back brick and mortar retail, automated stores are being built to do just that.

Automated Stores

SeeChange Technologies develops a visual AI-powered retail technology platform, dubbed “SeeWare.” SeeWare is a modular and scalable solution that can integrate with existing hardware at retail stores to process video feeds.&nbsp;The technology can be connected with self-checkout integrated cameras at retail stores to enable recognition of non-barcoded fresh produce items. SeeChange also provides a “Retail Shrink” solution which utilizes data from store hardware, such as CCTV cameras, weight scales, and touch screens, to provide actionable insights for store inventory management.Key customers and partnershipsIn December 2021, supermarket retailer ASDA partnered with SeeChange and AI software solution provider Hark to launch a retail technology solution that generates store insights based on data obtained via 207 in-store sensors. Diebold Nixdorf, a developer of automation solutions for banks and retail stores integrated SeeChange’s technology into its “Vynamic Smart Vision,” a self-checkout solution that enables recognition of non-barcoded fresh produce (January 2023).In April 2021, SeeChange partnered with cloud-based loss prevention and risk mitigation solutions provider Ocucon to design and deliver technologies for the loss prevention sector. SeeChange also has technology partnerships with facilities management service provider mitie and ​​cloud-based corporate video management solutions provider IPConfigure.&nbsp;

Generating, collecting, and analyzing enterprise data will never be the same.

Edge Computing

Nstream, previously Swim.AI, is an analytics software developer specializing in edge network data processing.&nbsp;Nstream offers SwimOS, an open-source distributed operating system for building stateful, real-time streaming data applications. SwimOS enables developers to create applications that operate at network speed through stateful services, streaming APIs, and real-time user interfaces.&nbsp;The Nstream Platform, an enterprise offering built on SwimOS, provides advanced capabilities for managing and operating streaming data applications, including scalable runtime, management tools, configurable connectors, and a low-code app development toolkit. It aims to simplify building, deploying, and managing streaming data applications for enterprises without the need for additional systems or services.Key customers and partnershipsNstream’s notable customers include Arm, Cubic, Itron, Juniper Networks, RTA, and Verizon, Nstream extends the streaming data capabilities of Apache Kafka, Apache Pulsar, AWS Kinesis, and Confluent Cloud.Funding and financialsNstream raised USD 7 million in Series B funding in December 2019. The round saw participation from Juniper Networks and Arm Holdings.

A new generation for mobile connectivity with 5G and beyond

Next-gen Private Mobile Networks

Blu Wireless provides mmWave communications solutions and wireless networking equipment for various industries, including defense, high-speed transport, and mobility/V2X (vehicle-to-everything) applications. Its core product offering utilizes the 57–71 GHz spectrum to deliver carrier-grade performance with multi-gigabit wireless speeds and low-latency connectivity. Its technology can support stationary and mobile applications.Blu Wireless offers vertically integrated networking solutions, providing customers full turnkey options from physical to application layers. The company's product portfolio includes1) LightningBlu for high-speed connectivity for rail systems2) PhantomBlu for secure, mission-based communications in defense applications3) Application software solutions to integrate Blu Wireless hardware with user-specific systems&nbsp;4) Baseband Modems to process wireless signals for high-data environments.Blu Wireless also licenses its proprietary mmWave technology to semiconductor companies and original equipment manufacturers.The company claims that its high-speed rail connections deliver connectivity of up to 3 Gbps at speeds exceeding 300 mph (reportedly 10x higher than Wi-Fi and 5G mobile services). In March 2022, Blu Wireless launched an outdoor mmWave 5G testbed site in France, showcasing applications in mobility, 5G backhaul, and security for multiple industries.&nbsp;Key customers and partnershipsBlu Wireless’ technology has been implemented by South Western Railway (SWR) in the UK and Caltrain in California, US.&nbsp;In March 2022, Blu Wireless partnered with Mentor Consultant, Lynceo, and 4G Technology to launch an outdoor mmWave 5G testbed site in France. The company has also partnered with Westermo, a communications equipment manufacturer, to expand its wireless technology in the railway market (June 2024) and Sivers Semiconductors to develop advanced 5G long-range antenna modules for track-to-train applications (July 2024).&nbsp;

Empowering Tomorrow's Innovations with Generative AI Infrastructure

Generative AI Infrastructure

Enfabrica develops networking chips designed to handle GenAI workloads. Enfabrica emerged from stealth mode in 2023 with its flagship product, the Accelerated Compute Fabric Switch (ACF-S). This hardware solution is designed to deliver multi-terabit-per-second data movement between GPUs, CPUs, AI accelerators, memory, and networking devices within data center server racks. The company optimizes data movement and parallelizes workloads, enabling efficient AI training and inferencing with fewer GPUs, CPUs, and accelerators without sacrificing performance.Enfabrica's chip tackles bottlenecks by enabling AI computing chips to communicate with more parts of a network simultaneously compared to existing networking chips. The company claims that its ACF-S eliminates the need for traditional server I/O and networking chips, such as rack-level networking switches, server network interface controllers, and PCIe switches, by providing a converged solution.Additionally, the company announced that its Accelerated Compute Fabric (ACF) SuperNIC chip will be available from Q1 2025 onwards. The chip provides 3.2 Tbps connectivity with 4x the bandwidth and multi-path resiliency over other network interface controllers. Enfabrica claimed to be the first company to develop a ground-up SuperNIC chip, providing infrastructure for AI workloads such as training, inference, and retrieval-augmented generation (RAG).

Enfabrica develops groundbreaking hardware, software, and system technologies that solve the critical bottlenecks in the next generation. It designs networking chips to handle AI workloads, allowing businesses to get upgraded and advanced information technology solutions to tackle modern problems.

The Raspberry Pi is a credit-card sized computer that plugs into your TV and a keyboard. It’s a capable little PC which can be used for many of the things that your desktop PC does, like spreadsheets, word-processing and games. It also plays high-definition video.

Kigen is a provider of Internet of Things (IoT) and telecommunication services, focusing on eSIM and iSIM technology. It also also offers services such as embedded universal integrated circuit card (eUICC) solutions and data generation.

SiPearl is the French semiconductor company designing the high-performance, low-power microprocessor for exascale supercomputers. It will commercialize Rhea, its first range of microprocessor, early 2024 based on a roadmap closely aligned with the European Union’s goals. Rhea is based on Arm Neoverse V1 architecture. SiPearl has already committed to producing it using N6 or better processes from TSMC. The company was founded in 2019 and headquartered in Maisons-Laffitte, Île-de-France with R&D centers in France (Grenoble, Maisons-Laffitte, Massy, Sophia Antipolis), Germany (Duisburg) and Spain (Barcelona).

Arduino is an open-source electronics prototyping platform based on flexible, easy-to-use hardware and software. It's intended for artists, designers, hobbyists, and anyone interested in creating interactive objects or environments.  Arduino created the worldwide trademark Genuino used as brand name outside the United States.

Pragmatic is a ultra-low-cost flexible electronics. Their flexible integrated circuits (FlexICs) are thinner than human hair and can be invisibly embedded in objects, enabling innovators to create novel solutions to everyday problems that are not practical with conventional electronics. Designers can create their own application-specific flexible devices using our FlexIC Foundry® service at a fraction of the cost and time required for traditional silicon circuits, opening up multiple new markets. We also offer standard FlexIC products that extend proven applications such as RFID and NFC into mass market use cases, enabling the potential for trillions of smart objects that can engage with consumers and their environments. All FlexICs are manufactured on our revolutionary FlexLogIC® production system, a highly scalable manufacturing model for cost-effective high-volume production, achieved with orders of magnitude lower capital investment and operating cost compared to a traditional silicon IC fab. Our novel, differentiated technology is being adopted by a growing base of global companies across diverse markets, including consumer goods, retail, healthcare, pharmaceutical, gaming and security. Pragmatic is headquartered in Cambridge, UK, with our first billion-unit production facility in Sedgefield. Shareholders include Cambridge Innovation Capital, Arm and Avery Dennison.

Cerfe Labs is a microelectronics technology IP company that develops new microelectronic devices for future electronics. It focusing on bringing new disruptive material and device technology to the industry.

Swim provides the first open-core, end-to-end platform for continuous intelligence at scale. Swim helps organizations transform their business operations by maintaining situational awareness and continuously augmenting human decision-making, using the most accurate, relevant data possible from processing and analyzing real-time and contextual data in concert. Recognizing that humans are real-time beings, Swim’s founders designed Swim products with humans in mind – making Continuous Intelligence applications work the way users do.  Swim offers Swim Continuum, the first open core, enterprise-grade platform for building, managing and operating continuous intelligence applications at scale. It provides businesses with complete situational awareness and operational decision support at every moment. Built on the open source SwimOS core, and thanks to its unique, stateful architecture, which eliminates latency-prone database queries, Swim Continuum provides unprecedented performance and efficiency for operationalizing high-frequency data analytics and real-time visualizations of massive amounts of streaming and contextual data. Its single, production-ready platform monitors and manages all Swim operations, creates engaging, connected user experiences and seamlessly interoperates with existing enterprise systems. Chris Sachs, Rao Arimilli, and Rusty Cumpston founded Swim in February 2015. Its headquarters is in Campbell, California.

Innoscience is an 8-inch Integrated Device Manufacturer (IDM) that focuses on GaN technology. The company was founded in 2015 and is headquartered in Zhuhai, Guangdong, China.

Blu Wireless Technology is a Silicon IP company already demonstrating its 60GHz technology to meet this emerging WiGig standard. Targeting power sensitive mobile applications as well as long range access points, licensing their technology as a complete System IP solution. Their technology delivers data rates of multiple Gbps and ranges over 300m, but there’s a lot more to be gained by choosing to work with us. Their sophisticated system expertise, from mmWave silicon IP to intelligent, deep domain technology and market understanding, means that their partners and customers can have confidence in their promise to deliver a unique product that sets them apart from the competition, in a cost-effective and timely manner.

Ampere Computing develops data center processors for cloud servers.

Centrillion Biosciences develops and commercializes genomics and DNA analyses technology for personalized medicine, life sciences research, and bioinformatics. It is driven by a mission is to empower researchers, physicians, and consumers to have responsible and cost-effective access to genomic information and to advance personalized health care, molecular diagnostics, and individualized wellness management.

Ambiq Micro is an early-stage fabless semiconductor company that is developing ultra-low-power mixed-signal solutions for a new generation of wireless electronics. Ambiq Micro was founded in 2010 on the simple yet powerful notion that extremely low-power semiconductors are the key to the future of electronics. Through the use of their pioneering ultra-low-power technology, they help innovative companies around the world develop differentiated solutions that reduce or eliminate the need for batteries, lower overall system power, and maximize industrial design flexibility.

SeeChange Technologies is a retailer-focused computer vision and AI technology company. It works with real-time AI-powered recognition systems. The platform is available as software-as-a service, installed in a datacenter or on site.It integrates with existing CCTV solution and can be accessed securely worldwide.

The Civil Maps sensor-agnostic platform enables high-accuracy, low-cost 3D HD mapping and localization at scale. Auto OEMs, mapping companies, and mobility providers use our technology to advance their autonomous driving initiatives by integrating our localization technology with their decision-making stack and sensor configurations of choice. Civil Maps enables vehicles to develop and leverage their own “mental model” of the world; they can can create, utilize, and create maps with the industry’s most cost-effective, scalable, and robust methods available today. Civil Maps’ proprietary Fingerprint Basemap Technology is at the core of our offerings in sensor fusion, 3D mapping, centimeter-accurate localization at scale. While empowering vehicles with full environmental awareness and enhanced safety, Civil Maps is able to dramatically reduce the cost, compute, and energy requirements involved in continental-scale deployment of delivery bots and autonomous vehicles.

Simprints is a nonprofit tech company committed to transforming the way the world fights poverty. We build technology to radically increase transparency and effectiveness in global development, making sure that every vaccine, every dollar, every public good reaches the people who need them most.

Cambridge Innovation Capital backs life sciences and technology companies with an affiliation to Cambridge, Europe’s capital for innovation. As a preferred investor for the University of Cambridge, they have unparalleled access to investment opportunities in the ecosystem. Since our inception in 2013, they have raised £275 million to invest in disruptive, deep-tech businesses in sectors including, but not limited to, artificial intelligence, the internet of things, quantum technologies, autonomous systems, therapeutics, medtech/diagnostics, digital health, and genomics/proteomics.

uSens Inc develops inside-out hand and position tracking technology for augmented/virtual reality. Based on computer vision and deep learning algorithms, uSens 26DOF hand tracking and 6DOF position tracking software is the industry's most robust  path to highly interactive user experiences on both mobile and tethered ARVR platforms. uSens software can be integrated into ARVR systems at scale based on stereo vision reference designs.   uSens' first publicly available developer kiti, Fingo will be available in late Q1 2017 to allow developers to add full hand tracking, custom gestures, and position tracking for projects built using Unity3D, Java or C#/C++. Currently, uSens solutions are compatible with a wide range of devices, including Google Cardboard, Google Daydream, Samsung GearVR, Epson Moverio, HTC Vive and Oculus Rift.   uSens was founded in late 2013 in Silicon Valley by three experienced technical and business leaders. In addition to core R&D/engineering and management teams in San Jose, uSens also has teams in Beijing, Hangzhou, and Shenzhen.

Calxeda provides revolutionary efficiency to the data center. Leveraging ultra-low power technology from ARM, servers built on Calxeda’s silicon and software platform consume a fraction of the power and space of today’s best-in-class servers, enabling data centers to realize significant reduction in capital and operating expenses. The Calxeda platform scales efficiently to thousands of server nodes, with unique network and storage acceleration, and is enhanced with management technology to deliver true “energy-proportional” computing. The result is a stunning breakthrough in performance efficiency, density, and scalability.

Amantys Ltd was established in 2010 to bring power electronics technology developed at Cambridge University to market. The company is developing power electronics products that have a high level of programmability, enabling new and exciting possibilities in the field of power electronics design.

Arteris is a leading provider of system IP for the acceleration of system-on-chip (SoC) development across today’s electronic systems. Arteris network-on-chip (NoC) IP technology and SoC integration automation software enable higher product performance with lower power consumption and faster time to market, delivering better SoC economics so its customers can focus on dreaming up what comes next. Learn more at arteris.com.

Pixim is a hardware company that builds chips for video cameras.  Pixim's Digital Pixel System® technology revolutionizes the way video cameras capture and process images. Unlike traditional cameras, where each pixel cannot adjust to highlights and lowlights in the same scene, Pixim's patented Digital Pixel System® technology empowers hundreds of thousands of pixels to act like individual cameras constantly self-adjusting. This all-digital system enables Pixim-powered cameras to efficiently capture the whole picture, regardless of lighting condition or application – thus securing the highest resolution, natural color and clarity, while automatically eliminating image-compromising visual noise (e.g., glare, reflections). The result is more than superb image quality; it is accurate, actionable information that gives users the strength of certainty.

ARM Holdings is a provider of silicon IP and custom SoCs at the heart of billions of devices. Its business model involves designing and licensing of IP rather than manufacturing and selling of actual semiconductor chips. They license IP to a network of partners and these partners utilize ARM IP designs to create and manufacture system-on-chip designs. In addition to processor IP, they provide a range of tools, physical and systems IP to enable optimized system-on-chip designs.

<div> Arm Holdings (Nasdaq: ARM) is a British semiconductor design company that develops and licenses intellectual property for chip architectures. Founded in 1990, Arm's energy-efficient processor designs have become the dominant architecture for mobile devices, powering over 95% of the world's smartphones. Arm's product portfolio includes: <ul> <li> CPU designs: Energy-efficient processors that form the &quot;brains&quot; of electronic devices </li> </ul> <ul> <li> GPU designs: Graphics processing units for visual computing </li> </ul> <ul> <li> NPU designs: Neural processing units for artificial intelligence acceleration </li> </ul> <ul> <li> System IP: Supporting technologies like interconnects and security solutions </li> </ul> <ul> <li> Software tools: Development tools to help customers design chips using Arm technology </li> </ul> Arm operates on a licensing model, charging upfront fees for access to its designs as well as ongoing royalties on chips produced using its technology. In fiscal Q3 2024, Arm reported revenue of USD 824 million, up 14% year-over-year. The company's technology was used in 7.7 billion chips shipped by its customers in the most recent quarter reported. Arm is seeing growing adoption of its designs beyond mobile, including in data centers, automotive, and IoT applications. The company went public in September 2023 after being owned by SoftBank Group since 2016. Arm is investing heavily in developing new technologies for artificial intelligence and high-performance computing to drive future growth. </div>

Is Arm Holdings a Millionaire-Maker Stock?

Autonomous and connected technologies shaping the future of the auto industry

Auto Tech

PROMINENT_CATEGORY

<div>
LeddarTech, a Canadian company specializing in perception solutions, has teamed up with technology firm Arm to further develop its AI-based sensor fusion and perception software, "LeddarVision". This software is designed to enhance advanced driver assistance systems (ADAS) and autonomous driving (AD) technologies in vehicles.
Utilizing Arm's “Automotive Enhanced” technology, the collaboration aims to improve ADAS processing capabilities, speed up development processes, and aid in the launch of software-defined vehicles.
</div>

Arm

About EDGE

Contact Us

Resources

Area of focus

Technology Research Made Effortless