Arm — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
3 家供應商4 家客戶4 家合作夥伴5 持股關係6 份來源申報文件
收錄於供應鏈主題地圖：AI 資料中心運算與互連 · EDA 與晶片 IP
客戶（其供應的公司）
最近確認於 2026-07-29 · 33 天前 · 經 2 份申報文件佐證
“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，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗Arm China 是 Arm 的最大客戶，佔其總營收約 16% 至 21%；Arm 利用與 Arm China 的商業關係進入中國市場。（以原文為準）
申報於 2026-05-26 · 97 天前
“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，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗Qualcomm 是 Arm 的主要客戶，在截至 2026 年 3 月 31 日的財年佔 Arm 總營收的 9%。（以原文為準）
供應給 →
Ampere
最近確認於 2026-07-29 · 33 天前 · 經 2 份申報文件佐證
“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，申報於 2026-07-29 EDGAR · 查看原始申報文件 ↗Arm 與 Ampere 有授權及服務安排，並於截至 2026 年及 2025 年 6 月 30 日止三個月分別認列來自 Ampere 的收入 540 萬美元及 60 萬美元。（以原文為準）
供應給 →
Nuvia
申報於 2026-05-26 · 97 天前
“Nuvia’s Architecture License Agreement (the “Nuvia ALA”) with us”— ARM 20-F，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗Arm 與 Nuvia 之間存在 Nuvia 架構授權協議。（以原文為準）
供應商（供應其產品或服務的公司）
供應來自 ←
Ampere
申報於 2026-07-29 · 33 天前
“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，申報於 2026-07-29 EDGAR · 查看原始申報文件 ↗Arm 於 2026 年 3 月與 Ampere 簽訂開發協議，由 Ampere 向 Arm 提供開發服務，並於截至 2026 年 6 月 30 日止三個月認列相關費用 500 萬美元。（以原文為準）
供應來自 ←
Arm China
申報於 2026-05-26 · 97 天前
“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，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗Arm 與 Arm China 之間存在服務共享安排，並據此確認了費用。（以原文為準）
供應來自 ←
Linaro
申報於 2026-05-26 · 97 天前
“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，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗Arm 在截至 2026、2025 及 2024 年 3 月 31 日的會計年度中，向 Linaro 支付了訂閱及其他費用。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
Astera Labs
最近確認於 2026-08-04 · 27 天前 · 經 2 份申報文件佐證
“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，申報於 2026-08-04 EDGAR · 查看原始申報文件 ↗Astera Labs 表示在台灣擴大布局可與 Arm 等關鍵 AI 平台業者進行更緊密的業務協調。（以原文為準）
合作夥伴 ↔
Danantara Indonesia
申報於 2026-05-26 · 97 天前
“we recently entered into a strategic partnership with Danantara Indonesia, the sovereign investment institution of the Republic of Indonesia”— ARM 20-F，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗Arm 近期與 Danantara Indonesia 建立策略夥伴關係。（以原文為準）
合作夥伴 ↔
NVIDIA
申報於 2025-11-19 · 285 天前
“Revealed that Arm is extending its Neoverse platform with NVIDIA NVLink Fusion™ to accelerate AI data center adoption.”— NVDA 8-K，申報於 2025-11-19 EDGAR · 查看原始申報文件 ↗NVIDIA 揭露 Arm 正以其 Neoverse 平台整合 NVIDIA NVLink Fusion™ 以加速 AI 資料中心採用。（以原文為準）
合作夥伴 ↔
Alphawave
申報於 2024-12-31 · 608 天前
“These partnerships include the compute IP specialist Arm, with Alphawave Semi entering the Arm Total Design Platform in 2023and building on this relationship in 2024 to collaborate onthe development of an Arm Neoverse chiplet.”— Alphawave IP Group plc Annual report (ESEF)，申報於 2024-12-31 UKSEF · 查看原始申報文件 ↗Alphawave 加入 Arm Total Design 平台並與 Arm 合作開發 Arm Neoverse 小晶片。（以原文為準）
所有權與投資
申報於 2026-05-26 · 97 天前
“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，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗截至 2026 年 5 月 21 日，SoftBank 持有 Arm 約 86.4% 的已發行股本。（以原文為準）
投資於 →
Acetone
最近確認於 2026-07-29 · 33 天前 · 經 2 份申報文件佐證
“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，申報於 2026-07-29 EDGAR · 查看原始申報文件 ↗截至 2026 年 6 月 30 日及 2026 年 3 月 31 日，Arm 對 Acetone 之權益法投資帳面價值分別為 5150 萬美元及 5650 萬美元。（以原文為準）
投資於 →
Kigen
最近確認於 2026-07-29 · 33 天前 · 經 2 份申報文件佐證
“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，申報於 2026-07-29 EDGAR · 查看原始申報文件 ↗截至 2026 年 6 月 30 日與 2026 年 3 月 31 日，Arm 持有 Kigen 的特別股帳面價值為 1640 萬美元。（以原文為準）
投資於 →
Raspberry Pi
最近確認於 2026-07-29 · 33 天前 · 經 2 份申報文件佐證
“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，申報於 2026-07-29 EDGAR · 查看原始申報文件 ↗Arm 於截至 2026 年 6 月 30 日止三個月內，額外購買了 6790 萬美元的 Raspberry Pi 普通股。（以原文為準）
投資於 →
Ampere
申報於 2026-05-26 · 97 天前
“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，申報於 2026-05-26 EDGAR · 查看原始申報文件 ↗Arm 因對 Ampere 的投資在截至 2025 年 3 月 31 日的會計年度認列了 2.46 億美元的公允價值損失。（以原文為準）
公司公告
Arm 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
— Form 6-K · 美國 SEC EDGAR · 查看原始申報文件 ↗
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).（申報原文節錄，以原文為準）顯示更多原文
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 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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.（申報原文節錄，以原文為準）顯示更多原文
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 · 美國 SEC EDGAR · 查看原始申報文件 ↗
(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（申報原文節錄，以原文為準）顯示更多原文
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 · 美國 SEC EDGAR · 查看原始申報文件 ↗
(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（申報原文節錄，以原文為準）顯示更多原文
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 · 美國 SEC EDGAR · 查看原始申報文件 ↗