NasdaqGS:ARMSemiconductor
Can Arm (ARM) Turn Its New “Physical AI” Robotics Push Into a Durable Licensing Advantage?
Arm Holdings recently reorganized its operations, carving out a new “Physical AI” unit to target robotics alongside its existing Cloud and AI and Edge businesses, while SoftBank remains both a roughly 90% owner and a cornerstone customer.
This shift highlights how Arm is trying to parlay its low‑power chip expertise into robotics applications, even as some analysts question how growth looks once SoftBank‑related demand is excluded.
We’ll now examine how the new Physical AI robotics unit...