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Arm Holdings is transitioning from IP licensing to selling finished data centre CPUs, aiming to capture more of the AI hardware value chain. ARM targets a $1.5 trillion TAM by 2031, with cloud, edge, ...

The semiconductor industry is experiencing significant changes in strategy and direction. Demand for AI processing power is surging, driving growth in multiple segments, but persistent supply chain ...

Arm remains quite fundamentally solid and well-positioned for long-term AI-driven growth, but valuation concerns persist. Q2 results showed robust revenue and profitability, yet a decline in licensing ...