AI And Architecture AdvancementsAI is driving adoption of ARM's v9 architecture, which is expected to provide significant growth potential.
Market Expansion And LicensingARM is well-positioned as a global leader in semiconductor IP licensing with an expanding scale to approximately 35 billion units per year.
Smartphone Market And Revenue GrowthEven in smartphone, where ARM's penetration is already very high, it should still outgrow the market as royalty rates move higher and the processor grows as a portion of phone cost.