Arm Holdings, with a $54 billion IPO valuation, is considered one of the best-positioned companies within the semiconductor industry. Its leading innovations in RISC-based compute have influenced the share of Arm-based processors in PCs, with Apple's Mac computers' declining sales leading to a drop in Arm's market share. Despite challenges related to new accounting rules and a deal delay, Arm's fiscal 2024 revenue range is forecasted to be above analyst expectations, driven by increased chip design activities in the AI sector.

Arm Holdings' Semiconductor Dominance