Verified peer comparison
ARM vs AMD
Arm Holdings plc compared with Advanced Micro Devices, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.
ARM
Arm Holdings plc
$189.43
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AMD
Advanced Micro Devices, Inc.
$167.45
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Company-specific comparison
Business exposure
ARM: Semiconductor Intellectual Property
AMD: Semiconductors
Upside lens
ARM: More complete subsystem designs can increase royalty content and shorten customer development cycles. Energy efficiency gives Arm an opening in cloud and AI infrastructure. Adoption of newer architectures can lift royalty rates as devices upgrade.
AMD: MI accelerator traction and server CPU mix
Risk lens
ARM: Licensing economics and geopolitical controls can affect a material ecosystem market. A small set of semiconductor and platform customers contributes substantial licensing activity. RISC-V and customer-designed technologies could limit Arm content in selected markets.
AMD: software ecosystem gap and intense Nvidia competition
Verified sources
Arm Holdings plc Reports Results for the Fourth Quarter of the Financial Year Ending 2026Arm Holdings plc · earningsVerified
Arm Holdings plc Investor RelationsArm Holdings plc · companyVerified
Fetched: 7/12/2026, 12:00:00 AM UTC
Open original sourceArm Holdings plc SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified
AMD Reports First Quarter 2026 Financial ResultsAdvanced Micro Devices, Inc. · earningsVerified
AMD Investor RelationsAdvanced Micro Devices, Inc. · companyVerified
Fetched: 7/11/2026, 12:00:00 AM UTC
Open original sourceAMD Form 10-Q for the quarter ended March 28, 2026U.S. Securities and Exchange Commission · filingVerified
AMD editorial research profileAlphaVue Research · editorialVerified
Fetched: 7/11/2026, 12:00:00 AM UTC