美股详情

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ARM Holdings

125.55

+7.636.47%

盘后：125.50-0.0500-0.04%19:59 EST

成交量：653.76万

成交额：8.04亿

市值：1,323.30亿

市盈率：165.72

高：127.58

开：118.52

低：117.52

收：117.92

数据加载中...

总览公司新闻公告

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港股那点事

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中关村在线

安谋盘中异动快速拉升5.00%

海外芯片股一周动态：传台积电再获苹果订单 Arm考虑自行开发芯片

Arm计划涨价高达300%，并考虑自行研发芯片

Arm曾考虑将授权价格提高300% 并曾探讨设计自有芯片

隔夜美股全复盘(1.15) | 禾赛大涨10%，获高盛大幅上调目标价至18.4美元

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苹果、高通瑟瑟发抖！Arm要涨价300%并自研芯片

苹果、高通将不寒而栗！Arm据悉计划提价300%并自研芯片

Arm拟将芯片设计授权费用大幅提高300%，并考虑自主研发芯片

挑战英特尔、AMD：英伟达携手联想，自研ARM SoC笔记本电脑已在路上

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14:33","pubTimestamp":1736922837,"startTime":"0","endTime":"0","summary":"此次，爱集微推出《海外芯片股》系列，将聚焦海外半导体上市公司，第一时间跟踪海外上市公司的公告发布、新闻动态和深度分析，敬请关注。据悉，该子公司将获得中国政府的补贴。这意味着，台积电亚利桑那州厂已开始生产三款处理器。因此，西安工厂每月平均20万片的晶圆产量预计将减少至约17万片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011514384596044b37&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:08","pubTimestamp":1736914080,"startTime":"0","endTime":"0","summary":"据悉，芯片技术供应商 Arm Holdings正在制定一项长期战略，计划将其芯片设计授权费用提高高达300%，并考虑自主研发芯片，以与其最大的客户展开竞争。2022年，Arm在特拉华州法院对高通以及Nuvia提起诉讼，指控他们违反了Arm的授权协议，要求禁售高通的相关产品。诉讼中披露的文件显示，Arm 高管曾讨论进一步接近完成自主研发芯片的可能性。目前，Arm 主要销售芯片设计蓝图，客户需要数月时间完成芯片设计。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250115120904abab7014&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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周二）","url":"https://stock-news.laohu8.com/highlight/detail?id=2503734595","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503734595?lang=zh_cn&edition=fundamental","pubTime":"2025-01-14 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15:02","pubTimestamp":1736838129,"startTime":"0","endTime":"0","summary":"全球最大的芯片IP授权商Arm正计划大幅提升授权费用，涨幅高达300%。Arm在芯片行业的地位很特殊。2024财年，Arm的收入仅有32.3亿美元。这个涨幅高达300%的计划在2019年8月的内部文件中首次出现。面对Arm的涨价计划，大客户们并非没有应对之策。苹果和高通等公司已经具备了使用Arm架构自主设计芯片的能力，这意味着他们可以绕过Arm提供的现成设计方案。这表明Arm密切关注着客户的动向。Arm的转型将对整个芯片产业链产生深远影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250114151057abaa2ec0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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虽然Arm在人工智能掀起的芯片潮中颇为受益，但其取得的利益远不及预期，这让其与母公司软银开始思考其他的突围之法。据最新公布的一份法庭文件显示，Arm正在制定一项长期战略，将其最新架构Armv9的架构授权费用提高多达300%，并着手设计自己的芯片，以与自己的大客户形成竞争。其大客户包括苹果、高通和微软等公司，这些客户通过Arm的指令集架构设计制造自己的芯片，多用于智能手机、平板和笔记本电脑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-01-14/doc-ineexcef8953643.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0786609619.USD","LU2023250330.USD","IE0005OL40V9.USD","LU1868837136.USD","LU1084165304.USD","LU1242518857.USD","159813","LU2361044949.HKD","LU1037948897.HKD","LU2602419157.SGD","LU2065171402.SGD","LU1116320901.HKD","IE00B4JS1V06.HKD","LU0965509010.AUD","LU0957808578.USD","LU2023250843.SGD","LU0689472784.USD","LU2108987350.USD","LU1551013425.SGD","BK4515","LU0444971666.USD","IE00B19Z8X17.USD","LU2461242641.AUD","SGXZ31699556.SGD","IE00BLSP4239.USD","LU2505996681.GBP","LU1934455194.USD","QCOM","LU2063271972.USD","AAPL","BK4573","BK4554","LU2403377893.USD","BK4575","LU1720051017.SGD","LU1989771016.USD","LU0096362180.USD","IE00BSNM7G36.USD","ARM","LU0238689110.USD","LU0466842654.USD","MACW.SI","SG9999014542.SGD","LU1316542783.SGD","LU0048584097.USD","IE00B3S45H60.SGD","LU2756315664.SGD","LU2083900584.USD","HK0000306701.USD","LU1046421795.USD"],"gpt_icon":1},{"id":"2503987567","title":"Arm拟将芯片设计授权费用大幅提高300%，并考虑自主研发芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2503987567","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503987567?lang=zh_cn&edition=fundamental","pubTime":"2025-01-14 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