Arm Holdings, known for its chip designs and royalty-based revenue, has been diversifying its portfolio by entering the data-centre market. The company's potential in the AI computing domain has significantly boosted its share price since its initial public offering last September, with its market value now exceeding $100 billion. The company is reportedly in talks with Taiwan Semiconductor Manufacturing Corp (TSMC) and other potential partners to secure production capacity for the new AI chips.
Key takeaways:
- SoftBank Group's subsidiary Arm Holdings is developing AI-powered chips, with a targeted launch in 2025.
- Arm Holdings plans to have a prototype ready by spring 2025, with mass production beginning in the autumn of the same year.
- The company is considering spinning off the AI chip business under the umbrella of SoftBank Group once the mass-production infrastructure is established.
- Arm Holdings' expansion into the AI computing domain has significantly boosted its share price, with the company's market value now surpassing $100 billion.