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ARM Holdings, plc (ARMH)

  • Nov. 5, 2012, 4:34 PM
    More on Apple/Intel: Apple engineers have "grown confident" their power-efficient ARM-based chips will eventually be powerful enough for Macs, sources tell Bloomberg. Also, hardware engineering chief Bob Mansfield is reportedly interested in creating a more uniform experience between iOS and Mac OS. However, Apple is deemed "unlikely to switch in the next few years." To make a full switch, Apple needs to guarantee backwards-compatibility for existing software, something Microsoft didn't do with Windows RT. ARM (ARMH +2.7%) rallied on the report.
  • Oct. 31, 2012, 1:09 PM
    Intel (INTC) is working on a 48-core processor for mobile devices, but cautions the chip is years away. For 48 cores to make sense, there need to be advances in both performance needs and the ability of mobile software to split up tasks: Intel is confident new voice recognition and computer vision apps will fit the bill. Next year, Intel's Valleyview chip will deliver 4 cores on an advanced 22nm manufacturing process. Yesterday, ARM announced its Cortex-A50 cores, which will enable mobile, PC, and server processors competing with Intel's solutions.
  • Oct. 30, 2012, 4:17 PM
    ARM (ARMH) has launched its Cortex-A50 CPU core line: the first two designs are the A57, which ARM claims delivers 3x the performance of the processors found in today's high-end phones, and the smaller A53, which supposedly can match the performance of said processors while consuming 1/4 as much power. Initial licensees include AMD (previous), Broadcom, Samsung, and STMicroelectronics. Absent are Qualcomm and Apple, who use custom ARM cores. The first A50-based chips are due in 2014.
  • 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)
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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.