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company

ARM Holdings

British semiconductor and software design company. Designs ARM processors used in most smartphones and increasingly in servers and AI applications. Majority owned by SoftBank, listed on NASDAQ since 2023.

Current Team

Rene Haas Current
CEO

Track Record

compelled

In October 2025, ARM lost its lawsuit against Qualcomm after a U.S. District Court confirmed Qualcomm's jury trial victory and rejected ARM's claims that Qualcomm breached architecture license agreements. ARM had sued Qualcomm in August 2022 for breach of contract related to the Nuvia acquisition. Critics noted that now that ARM owns Ampere Computing and directly competes with its own customers, it lends credence to Qualcomm's claims of anticompetitive behavior. The lawsuit creates risk by pushing chip designers toward open-source RISC-V alternatives, creating existential threat to ARM's licensing model.

In May 2025, while other tech vendors distanced themselves from DEI strategies after Donald Trump's re-election, ARM Holdings maintained its commitment with Chief DEI Officer Tamika Curry Smith publicly explaining why DEI should remain a core facet of technology businesses. ARM has embedded DEI into operations through ArmUnited coalition, requiring every employee to set a DEI goal alongside work goals. In 2024-2025, ARM achieved an 82% inclusion score in worldwide employee surveys.

In September 2024, ARM published its Sustainable Business Report covering April 2023-March 2024 'with reference to' Global Reporting Initiative (GRI) 2021 Universal Standards. The report addresses emissions and resource use throughout operations, reflecting commitment to cut emissions and longstanding partnerships for environmental progress. ARM aims to reduce environmental impact and enable the ecosystem to do more with less through its power-efficient compute platform. In 2025, ARM reduced Scope 1 and 2 emissions despite business growth.

negligent

ARM's 2024-25 UK Gender Pay Gap Report revealed women earned 83p for every £1 that men earned (17.4% median pay gap). Women made up only 11.2% of employees in the highest paid quarter, while comprising 28.6% of the lowest paid quarter. Women's bonus pay was 30.2% lower than men's. ARM acknowledged it will take time to address the gap but is committed to offering fair, equal and unbiased recruitment, promotion, and reward systems.

negligent

ARM China, which contributed 24.5% of ARM's $2.68B revenue in fiscal 2023, experienced a major governance crisis when CEO Allen Wu refused to share ARM China's financial results with ARM and blocked the company's planned March 2023 NYSE IPO. Wu held the company's seal, preventing ARM from firing him. Since April 2022, Wu lodged several lawsuits in Chinese courts challenging corporate governance. ARM holds only 4.8% effective interest in ARM China through a 10% stake in an intermediate entity, while Chinese parties control the majority. In October 2023, key staff left to form competing chip design startup Borui Jingxin with government backing.