Why this is important: Windows on ARM has always struggled with one massive bottleneck: graphics. While Qualcomm’s integrated GPUs have improved, they still fall far short of what even entry-level ...

For ARM to justify a 200x earnings multiple, investors are effectively pricing in a full-blown Perfection Scenario - a future where everything goes right, at maximum intensity, for the next five years ...

Investors were waiting to see how the market would respond to Arm Holdings plc’s ARM impressive second-quarter fiscal 2026 earnings and the reaction has been cautious. Despite reporting another record ...

The Steam Frame won’t be Valve’s only target for Steam on Arm. The Steam Frame won’t be Valve’s only target for Steam on Arm. is a senior editor and founding member of The Verge who covers gadgets, ...

With the launch of the Steam Frame, Valve's new VR headset, SteamOS will be made available for Arm-based systems. This is required to support the new headset, which is using a Snapdragon processor to ...

Arm’s latest earnings report easily beat analysts’ expectations. Investors should pay close attention to its first-party chipmaking plans. Its business is evolving and expanding, but its stock is also ...

It wasn’t that long ago that Windows laptops with ARM processors felt experimental—okay for basic tasks, but weaker than x86 (Intel/AMD) machines in performance and compatibility. That narrative has ...

While x86 has been dominant for decades, a new migration project at Google represents a significant shift to more mixed architectures. The tech giant has released the technical details of its ongoing ...

Semiconductor design company Arm is partnering up with Meta to enhance the social media giant’s AI systems amid an unprecedented infrastructure buildout. Under the partnership, Meta’s ranking and ...

Apparently not content with the huge strides it's made in the standard gaming CPU market, AMD is reportedly already shipping test kit for a new lineup of Arm CPUs with integrated GPUs. Tying in with ...

Qualcomm has announced that a US District Court granted it "complete victory" in the lawsuit brought by Arm back in 2022. The court dismissed the remaining claim in Arm's lawsuit, and it also upheld ...

Arm Holdings plc is a high-quality semiconductor company with strong AI-driven demand and exceptional profitability, but trades at a significant valuation premium. ARM reported double-digit revenue ...