35 Chip Stocks In Focus Amid Tech Selloff

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22. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 38

Arm Holdings plc (NASDAQ:ARM) architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. In the earnings calls for the third quarter of fiscal year 2025, CEO Rene Haas highlighted that AI demand was driving strong momentum across Arm’s ecosystem, resulting in record total revenue and royalty revenue for Q3 2025. He noted that total revenue grew 19% year-on-year, exceeding the high-end of guidance, while royalty revenue increased 23% year-on-year. Haas pointed to the adoption of Armv9 and CSS technologies as key growth drivers across end markets, including smartphones, data centers, and IoT. He cited MediaTek’s Dimensity 9400 SoC and flagship smartphones from Oppo and Vivo as examples of successful product deployment.

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