Arm's New AGI CPU Turns It From Licensing Story Into A Chip Seller—With Meta As The First Big Test - ARM Holdings (NASDAQ:ARM)
Published on March 25, 2026.
Arm Holdings PLC (NASDAQ:ARM) has announced its first in-house full merchant silicon, the AGI CPU, which expands its total addressable market (TAM) by around 40x from fiscal 2026 to 2031. The full chiplet expands the company's TAM from around $2.4 billion in royalties in fiscal 2020 to about $100 billion in total in fiscal 2027. The company's chip revenue outlook is around $1 billion in 20th and 20th, with the chip revenue expected to exceed $10 billion.
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