ENTITY · arm
Arm HoldingsARM
United Kingdom·ip licensing·leader·$469.4B mkt cap
CPU architecture licensed in virtually every smartphone and most edge devices.
CLEAR · 0–39
38/100 illustrative
Underwriting Thesis
CLEAR — Arm Holdings: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in ip licensing. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence83
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MArm Holdings → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BArm Holdings → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MArm Holdings → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MArm Holdings → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 10
- AppleUnited StatesDOMESTIC
- QualcommUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT
- NVIDIAUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED
- Amazon (Annapurna Labs)United StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- IntelUnited StatesDOMESTIC