Arm forecasts quarterly revenue above estimates on AI-driven chip demand

Arm Holdings forecasts Q2 revenue above estimates, driven by strong demand for its power-efficient chip architecture in AI data centres. However, shares fell due to an expected dip in smartphone royalties, indicating a shift in the company's growth drivers from mobile to AI compute.

This Wire brief sits within Fusion42's coverage of Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.