Michael Acton / Financial Times:

Arm reports Q4 revenue up 20% YoY to $1.5B and says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its guidance; ARM jumps 11%+ pre-market  —  SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand  —  Arm on Wednesday said demand …

Michael Acton / Financial Times:

Arm reports Q4 revenue up 20% YoY to $1.5B and says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its guidance; ARM jumps 11%+ pre-market  —  SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand  —  Arm on Wednesday said demand …

Source: TechMeme
Source Link: https://www.techmeme.com/260506/p44#a260506p44