经过验证的同行比较

ARM vs AMD

Arm Holdings plc与Advanced Micro Devices, Inc.相比。本页面比较了两家经过来源验证的公司简介，并且没有引入未经验证的价格目标。

ARM

Arm Holdings plc

$189.43

AMD

$167.45

ARM: Semiconductor Intellectual Property

AMD: Semiconductors

ARM: 更完整的子系统设计可提高单芯片版税含量并缩短客户开发周期。能效优势为 Arm 进入云计算及 AI 基础设施提供机会。设备升级采用新架构可提升版税率。

AMD: 多头重点关注 MI accelerator traction and server CPU mix。

ARM: 授权经济性及地缘管制可能影响重要生态市场。少数半导体及平台客户贡献大量授权活动。 RISC-V 及客户自研技术可能限制 Arm 在部分市场的份额。

AMD: 空头重点关注 software ecosystem gap and intense Nvidia competition。

Arm Holdings plc Reports Results for the Fourth Quarter of the Financial Year Ending 2026Arm Holdings plc · earnings已验证

已获取: 2026/7/12 UTC 0:00:00

已发表: 2026/5/6 00:00:00

Arm Holdings plc Investor RelationsArm Holdings plc · company已验证

已获取: 2026/7/12 UTC 0:00:00

Arm Holdings plc SEC filings and company factsU.S. Securities and Exchange Commission · filing已验证

已获取: 2026/7/12 UTC 0:00:00

已发表: 2026/5/6 00:00:00

AMD Reports First Quarter 2026 Financial ResultsAdvanced Micro Devices, Inc. · earnings已验证

已获取: 2026/7/11 UTC 0:00:00

已发表: 2026/5/5 20:00:00

AMD Investor RelationsAdvanced Micro Devices, Inc. · company已验证

已获取: 2026/7/11 UTC 0:00:00

AMD Form 10-Q for the quarter ended March 28, 2026U.S. Securities and Exchange Commission · filing已验证

已获取: 2026/7/11 UTC 0:00:00

已发表: 2026/5/6 00:00:00

AMD editorial research profileAlphaVue Research · editorial已验证

已获取: 2026/7/11 UTC 0:00:00