ARM Plans First Independent Chip Sales to Drive AI Revenue Growth, Stock Price Rises

LootboxPhobia · 2026-03-25T02:42:31+00:00

ARM Holdings plc stock rose approximately 1.2% following the announcement of its first silicon chip production. The newly launched ARM AGI CPU is specifically designed for AI data centers with significantly improved performance. Partners include Meta and multiple other companies, with widespread supply expected in the second half of this year. This marks a shift in ARM's business model.

LootboxPhobia

2026-03-25 02:42:31

Abstract generation in progress

Investing.com – ARM Holdings plc stock rose about 1.2% on Tuesday, reaching a peak of 2.3% intraday. Previously, this semiconductor and software design company announced that it will produce silicon chip products for the first time in its history.

The company introduced the ARM AGI CPU, designed specifically for AI data centers. Each CPU is equipped with up to 136 ARM Neoverse V3 cores, with a thermal design power of 300 watts. ARM stated that, compared to x86 platforms, this processor offers more than double the performance per rack, supporting up to 8,160 cores in air-cooled deployments.

Meta is the lead partner and co-developer of this new CPU. Meta Infrastructure Chief Santosh Janardhan said, “We are working with ARM to develop the ARM AGI CPU to deploy efficient computing platforms and significantly increase our data center performance density.”

Customers committed to deploying this CPU include Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom. Major OEM and ODM manufacturers supporting the product include ASRock Rack, Lenovo, Quanta Computer, and Supermicro. Early systems are already available, with wider availability expected in the second half of this year.

Entering silicon chip manufacturing marks a shift in ARM’s traditional business model, which previously licensed intellectual property and computing subsystems to other manufacturers. Over 50 companies in the tech ecosystem support this new silicon platform, including AWS, Broadcom, Google, Marvell, Micron Technology, Microsoft, NVIDIA, Samsung, SK Hynix, and TSMC.

TSMC will manufacture the ARM AGI CPU using its 3-nanometer process technology.

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