【ARM+Chip】Arm Surges 8% After Hours, Selling Proprietary Chips for First Time; Expected to Generate Approximately $15 Billion in Annual Revenue Within Five Years; Meta as First Major Customer

SocialAnxietyStaker · 2026-03-25T01:08:05+00:00

Arm plans its first sale of self-designed chips, expecting to generate $15 billion in annual revenue within five years, with stock rising over 8% after hours. Meta will become the first major customer for its AGI CPU, with TSMC responsible for production. Arm's sales targets are ambitious, with total sales expected to reach $25 billion within five years.

SocialAnxietyStaker

2026-03-25 01:08:05

Abstract generation in progress

Arm (U.S.: ARM) will begin selling its own chips for the first time, with new business expected to generate approximately $15 billion in annual revenue within five years. Arm’s stock price rose more than 8% after hours, to $145.95.

▼Click image to enlarge

Arm stated that Facebook’s parent company Meta (U.S.: META) will become the company’s first major customer for its AGI CPU chips. The product will feature up to 136 cores and consume 300 watts of power. TSMC (U.S.: TSM) will be responsible for manufacturing these chips.

CEO Rene Haas said that Arm decided to produce this new chip in response to customer demand. CFO Jason Child mentioned that while Arm’s current products—semiconductor design and technology licensing—are more profitable in terms of profit margins, selling actual chips will bring higher profits.

Arm has set ambitious sales targets for the coming years. The company expects that revenue from the new chip business will surpass the current sales from its intellectual property licensing business.

Arm stated that this will help the company achieve approximately $25 billion in annual total sales within five years, five times its current level. The company forecasts that its IP business will continue to grow, reaching about $10 billion by then.

Financial Hot Talk

China’s vehicle sales top the world for the first time. Will high oil prices boost electric vehicle exports?

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.