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ARM Holdings, plc (ARMH)

  • Oct. 29, 2012, 5:56 PM
    AMD, long synonymous with x86 CPUs, is joining the ranks of companies developing ARM-based (ARMH) server CPUs. The first ARM-based AMD chip is set to arrive in 2014, and will support its SeaMicro unit's innovative low-power/high-density server platform. AMD's relatively small server CPU share means it has less to lose from embracing ARM than Intel (INTC). And given AMD's recent woes, taking a chance or two might be a good idea. (conference call) (earlier)
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  • Oct. 29, 2012, 1:17 PM
    Though adoption of ARM-based (ARMH) server CPUs will be held back over the near-term by software compatibility issues, many companies are already interested in using them in big data projects, where software is less of a hurdle and the power consumption and density benefits of ARM servers are given a premium. Among these companies is Dell (DELL), which is working on big data systems relying on startup Calxeda's ARM CPUs. AMCC and MRVL are two other chipmakers targeting this market.
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  • Oct. 26, 2012, 10:40 AM
    AppliedMicro (AMCC +26.9%) skies higher following it FQ2 report. Though results were ho-hum, the beaten-down telecom chipmaker guided on its earnings call for FQ3 revenue to rise 8%-12% Q/Q (consensus is for a 7% increase). It also announced a partnership with Red Hat (RHT) and ARM (ARMH) to develop server designs based on AppliedMicro's ARM CPUs. Evercore has added AppliedMicro to its Conviction Buy list, touting the company's backlog, share gains, and declining inventories. Rival PMC-Sierra (PMCS +2.1%) is up a bit.
  • Oct. 23, 2012, 1:24 PM
    Chip stocks are outperforming a little following ARM's (ARMH +11.6%) pleasing Q3 report (I, II), in which the company reported a 16% Y/Y increase in Q2 unit shipments (from which Q3 royalties were derived). Beaten-down PC chip stocks are among the winners: AMD +3.8%. NVDA +2.9%. INTC +1.1%. Earlier today, AMD launched its Vishera desktop CPU line - AMD is counting on the 4 and 8-core CPUs, which are priced aggressively, to help reverse share losses to Intel's Ivy Bridge. Reviewers offer tempered praise.
  • Oct. 23, 2012, 12:45 PM
    Midday top 10 gainers: ANNB +48%. HLYS +22%. BSDM +21%. OSG +20%. COGO +13%. MNI +9%. ARMH +9%. MUSA +8%. VRNG +8%. COH +8%.
    Top 10 Losers: BCOM -13%. TDG -11%. LAWS -10%. VSCI -10%. MNST -10%. TROX -10%. HSTM -10%. ALV -10%. DVR -9%. PTNR -9%.
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  • Oct. 23, 2012, 9:10 AM
    Premarket gainers: ARMH +7%. COH +6%.
    Losers: RSH -14%. SVU -9%. WDC -8%. RF -8%. ALV -7%. DD -7%. GNTX -7%. NOK -7%. MT -5%.
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  • Oct. 23, 2012, 3:12 AM
    More on ARM's (ARMH) Q3: Processor royalty revenue +27%, predicts "a moderate sequential increase" in such income in Q4. Signs 29 processor licenses for a broad range of applications. Enters Q4 with record order backlog. Forecasts dollar revenue in line with with market expectations. Shares +2% in London.
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  • Oct. 23, 2012, 3:10 AM
    ARM Holdings (ARMH): Q3 pretax profit +22% to £68.1M vs expectations of £67.4M. Revenues +20% to £144.6M vs £140M. 2.2B chips shipped, divided equally between mobile and non-mobile. (PR)
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  • Oct. 23, 2012, 12:05 AM
    Notable earnings before Tuesday’s open: AKS, AME, ARMH, CIT, COH, DD, FMER, GNTX, HOG, ITW, LXK, MMM, NMM, NUS, PLD, RAI, RF, RSH, SNV, UPS, UTX, VMED, WHR, XRX
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  • Oct. 22, 2012, 5:30 PM
    Notable earnings before Tuesday’s open: AKS, AME, ARMH, CIT, COH, DD, FMER, GNTX, HOG, ITW, LXK, MMM, NMM, NUS, PLD, RAI, RF, RSH, SNV, UPS, UTX, VMED, WHR, XRX
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  • Oct. 16, 2012, 5:48 PM
    Also mentioned during Intel's (INTC) call: The company joins others in stating Chinese demand has softened (particularly for notebooks). Enterprise PC demand has also slumped. Though server CPU ASPs were up 1% Y/Y, they fell 7% Q/Q thanks to a mix shift - cloud environments often use cheaper server CPUs than corporate data centers, making the server industry's growing dependence on the former a possible long-term issue. But Intel doesn't seem worried about ARM-based (ARMH) server CPUs, noting they still lack many mission-critical features. (more on INTC)
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  • Oct. 3, 2012, 6:39 PM
    Apple (AAPL) has "deliberated" about migrating its Mac hardware away from Intel (INTC) CPUs, sources tell Bloomberg Businessweek, though such a move isn't considered imminent. If Apple was to abandon Intel, it would likely be in favor of its ARM-based A-series processors, currently used in iOS devices. Last year, a Japanese blog reported Apple put an A5 chip inside a MacBook Air test model, and an Intel exec claimed Apple threatened to end its relationship with Intel over power consumption. Will Haswell's power savings be enough to satisfy Apple?
  • Sep. 18, 2012, 7:06 PM
    The head of AMD's SeaMicro server unit predicts ARM-based (ARMH) server CPUs will "have a huge impact" down the line. The biggest selling points for SeaMicro's servers are density and power consumption, and those are the same reasons many in the industry are exploring the use of ARM CPUs, in spite of near-term software issues. Prototype ARM servers using AppliedMicro (AMCC - previous) processors could arrive as soon as the year's end. (new SeaMicro hardware) (Marvell)
  • Sep. 14, 2012, 4:32 PM
    Intel's (INTC) is interested in developing chip architectures similar to ARM's (ARMH) big.LITTLE, which combines a powerful CPU core with a smaller, low-power core that can handle background tasks. Adopting such an architecture could be crucial to keeping pace with ARM-based solutions in terms of power consumption. Also, Intel execs tell The Inquirer the processors found in its Xeon Phi server accelerator cards could eventually be built into its Xeon CPUs - that could make life more difficult for NVDA's Tesla processors. (14nm chips)
  • Sep. 4, 2012, 11:48 AM
    ARM (ARMH -8.2%) dives in response to CEO Warren East's cautious remarks about 2H demand, and a downgrade to Sell from Deutsche. The firm is worried about the impact of declining smartphone baseband and app processor prices (it thinks declining Android phone prices will drive chip prices lower), as well as Intel's (INTC) growing presence in the smartphone and tablet CPU markets. Nonetheless, Deutsche sees ARM processors going into 30% of 2020 notebooks and servers.
  • Sep. 3, 2012, 3:09 AM
    ARM (ARMH) CEO Warren East has warned of a slowdown in sales in H2, saying that many of its customers are "indicating that they are not expecting an uplift, and mathematically that will hit us." East's warning comes despite the expected launch of a new iPhone and Samsung Galaxy Note tablet. Because of ARM's concerns, the company is scaling back its recruitment plans. Shares -3.05% in London.
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Company Description
ARM Holdings PLC designs microprocessors, physical IP and related technology and software, and sells development tools to enhance the performance and energy-efficiency of high-volume embedded applications.