EveryTie.

Arm — Supply Chain & Business Relationships

Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.

Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.

3 suppliers4 customers4 partners5 ownership ties6 source filings

Where it sits in the AI-server chain

The stages where a filing quote places this company on the AI-server chain.

Customers (companies it supplies)

Last confirmed 2026-07-29 · 23 days ago · corroborated by 2 filings
“our largest customer individually, Arm China, accounted for approximately 16%, 17% and 21% of our total revenue … We utilize our commercial relationship with Arm Technology (China) Co. Limited (“Arm China”) to access the PRC market.”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗
Filed 2026-05-26 · 87 days ago
“Qualcomm, which is currently a major customer of ours and accounted for 9% of our total revenue for the fiscal year ended March 31, 2026”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗
Supplies to → Ampere
Last confirmed 2026-07-29 · 23 days ago · corroborated by 2 filings
“The Company continues to have licensing and servicing arrangements with Ampere for which the Company may earn fees for services provided. … For the three months ended June 30, 2026 and 2025, the Company recognized revenue of $ 5.4 million and $ 0.6 million, respectively, from Ampere.”
— ARM 6-K, filed 2026-07-29 EDGAR · View source filing ↗
Supplies to → Nuvia
Filed 2026-05-26 · 87 days ago
“Nuvia’s Architecture License Agreement (the “Nuvia ALA”) with us”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

Suppliers (companies that supply it)

Supplied by ← Ampere
Filed 2026-07-29 · 23 days ago
“Effective March 2026, the Company entered into a development agreement with Ampere (the “Ampere Development Agreement”), enabling Ampere to provide development services to the Company under one or more statements of work. … For the three months ended June 30, 2026, the Company recognized expenses under the Ampere Development Agreement of $ 5.0 million.”
— ARM 6-K, filed 2026-07-29 EDGAR · View source filing ↗
Supplied by ← Arm China
Filed 2026-05-26 · 87 days ago
“recognized expenses under a service share arrangement with Arm China of $ 63.3 million, $ 59.4 million , and $ 74.1 million , respectively.”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗
Supplied by ← Linaro
Filed 2026-05-26 · 87 days ago
“For the fiscal years ended March 31, 2026, 2025 and 2024, prior to resignation, the Company incurred subscription and other costs of $ 6.1 million, $ 10.4 million and $ 10.6 million, respectively, from Linaro.”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

Partners & collaborations

Partners with ↔ Astera Labs
Last confirmed 2026-08-04 · 17 days ago · corroborated by 2 filings
“Astera Labs’ expanded Taiwan footprint positions the company to bring together broader engineering, cross-functional support, and closer business coordination with key AI platform providers including AMD, Arm, Intel, and NVIDIA.”
— ALAB 8-K, filed 2026-08-04 EDGAR · View source filing ↗
Partners with ↔ Danantara Indonesia
Filed 2026-05-26 · 87 days ago
“we recently entered into a strategic partnership with Danantara Indonesia, the sovereign investment institution of the Republic of Indonesia”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗
Partners with ↔ NVIDIA
Filed 2025-11-19 · 275 days ago
“Revealed that Arm is extending its Neoverse platform with NVIDIA NVLink Fusion™ to accelerate AI data center adoption.”
— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗
Partners with ↔ Alphawave
Filed 2024-12-31 · 598 days ago
“These partnerships include the compute IP specialist Arm, with Alphawave Semi entering the Arm Total Design Platform in 2023and building on this relationship in 2024 to collaborate onthe development of an Arm Neoverse chiplet.”
— Alphawave IP Group plc Annual report (ESEF), filed 2024-12-31 UKSEF · View source filing ↗

Ownership & investments

Filed 2026-05-26 · 87 days ago
“As of May 21, 2026, SoftBank Group beneficially owns approximately 86.4% of our total issued and outstanding share capital, representing a majority of the total voting power.”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗
Invests in → Acetone
Last confirmed 2026-07-29 · 23 days ago · corroborated by 2 filings
“As of June 30, 2026 and March 31, 2026 , the carrying value of the Company’s equity method investment in Acetone Limited was $ 51.5 million and $ 56.5 million, respectively .”
— ARM 6-K, filed 2026-07-29 EDGAR · View source filing ↗
Invests in → Kigen
Last confirmed 2026-07-29 · 23 days ago · corroborated by 2 filings
“As of June 30, 2026 and March 31, 2026, the carrying value of the Company’s preference shares of Kigen (UK) Limited (“Kigen”), an entity indirectly partially owned by SoftBank Vision Fund L.P., was $ 16.4 million.”
— ARM 6-K, filed 2026-07-29 EDGAR · View source filing ↗
Invests in → Raspberry Pi
Last confirmed 2026-07-29 · 23 days ago · corroborated by 2 filings
“During the three months ended June 30, 2026 , the Company purchased an additional $ 67.9 million of Raspberry Pi Holdings plc’s ordinary shares.”
— ARM 6-K, filed 2026-07-29 EDGAR · View source filing ↗
Invests in → Ampere
Filed 2026-05-26 · 87 days ago
“primarily due to a $246 million fair value loss with respect to our investment in Ampere Computing Holdings LLC (“Ampere”) in the fiscal year ended March 31, 2025”
— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗

Filed activity

Filings by Arm itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.

2026-07-29Earnings releaseFinancial results report (Form 6-K)
— Form 6-K · US SEC EDGAR · View source filing ↗
2026-05-06Earnings releaseArm Holdings plc Reports Results for the Fourth Quarter and Fiscal Year Ended 2026
Cambridge, England, May 6, 2026: Arm Holdings plc (NASDAQ: ARM), the company that is building the future of computing, has today published a letter to its shareholders containing the company’s results for its fourth quarter and fiscal year ended March 31, 2026. The letter is available on its investor relations website (https://investors.arm.com/financials/quarterly-annual-results).
Show more from the filing
The shareholder letter will also be furnished to the Securities and Exchange Commission (SEC) on a Form 6-K and will be available on the SEC website at http://www.sec.gov. Arm will host an audio webcast to discuss its results at 14:00 PT / 17:00 ET / 22:00 BST today, May 6. The live webcast will be available at https://edge.media-server.com/mmc/p/parfpki9 and a replay will be at https://investors.arm.com/financials/quarterly-annual-results. About Arm Arm is the foundational platform for AI, delivering power-efficient, high-performance computing that touches 100 percent of the connected global population.
— Form 6-K · US SEC EDGAR · View source filing ↗
2026-02-04Earnings releaseArm Holdings plc Reports Results for the Third Quarter of the Fiscal Year
Ending 2026 Cambridge, England, Feb. 4, 2026: Arm Holdings plc (NASDAQ: ARM), the company that is building the future of computing, has today published a letter to its shareholders containing the company’s results for its third quarter of fiscal year 2026, which ended Dec. 31, 2025.
Show more from the filing
The letter is available on its investor relations website (https://investors.arm.com/financials/quarterly-annual-results). The shareholder letter will also be furnished to the Securities and Exchange Commission (SEC) on a Form 6-K and will be available on the SEC website at http://www.sec.gov. Arm will host an audio webcast to discuss its results at 14:00 PT / 17:00 ET / 22:00 GMT today, Feb. 4. The live webcast will be available at https://edge.media-server.com/mmc/p/o443v7p2 and a replay will be at https://investors.arm.com/financials/quarterly-annual-results. About Arm Arm is the industry’s highest-performing and most power-efficient compute platform with unmatched scale that touches 100 percent of the connected global population.
— Form 6-K · US SEC EDGAR · View source filing ↗
2025-11-05Earnings releaseCondensed Consolidated Statements of Comprehensive Income
(Unaudited) Three Months Ended September 30, Six Months Ended September 30, 2025 2024 2025 2024 Net income (loss) $ 238 $ 107 $ 368 $ 330 Other comprehensive income (loss), net of tax: Foreign currency translation adjustments ( 4 ) 25 19 24 Net change of the effective portion of designated cash flow hedges ( 14 ) 14 2 15 Total comprehensive income (loss) $ 220 $ 146 $ 389 $ 369 See accompanying
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notes to the condensed consolidated financial statements. 5 Table of Contents Arm Holdings plc Condensed Consolidated Balance Sheets (in millions, except par value) (Unaudited) As of September 30, 2025 March 31, 2025 Assets: Current assets: Cash and cash equivalents $ 2,518 $ 2,085 Short-term investments 740 740 Accounts receivable, net (including receivables from related parties of $ 304 and $ 279 as of September 30, 2025 and March 31, 2025, respectively) 1,119 1,107 Contract assets (including contract assets from related parties of $ 352 and $ 152 as of September 30, 2025 and March 31, 2025, respectively) 647 642 Prepaid expenses and other current assets 346 256 Total current assets 5,370 4,830 Non-current assets: Property and equipment, net 573 354 Operating lease right-of-use assets 358
— Form 6-K · US SEC EDGAR · View source filing ↗
2025-07-30Earnings releaseCondensed Consolidated Statements of Comprehensive Income
(Unaudited) Three Months Ended June 30, 2025 2024 Net income (loss) $ 130 $ 223 Other comprehensive income (loss), net of tax: Foreign currency translation adjustments 23 ( 1 ) Net change of the effective portion of designated cash flow hedges 16 1 Total comprehensive income (loss) $ 169 $ 223 See accompanying notes to the condensed consolidated financial statements. 5 Table of Contents Arm
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Holdings plc Condensed Consolidated Balance Sheets (in millions, except par value) (Unaudited) As of June 30, 2025 March 31, 2025 Assets: Current assets: Cash and cash equivalents $ 1,956 $ 2,085 Short-term investments 950 740 Accounts receivable, net (including receivables from related parties of $ 401 and $ 279 as of June 30, 2025 and March 31, 2025, respectively) 1,315 1,107 Contract assets (including contract assets from related parties of $ 227 and $ 152 as of June 30, 2025 and March 31, 2025, respectively) 645 642 Prepaid expenses and other current assets 307 256 Total current assets 5,173 4,830 Non-current assets: Property and equipment, net 467 354 Operating lease right-of-use assets 328 320 Finance lease right-of-use assets 78 40 Equity investments (including investments held under fair
— Form 6-K · US SEC EDGAR · View source filing ↗