Arm Holdings vs STMicroelectronics
Side-by-side comparison of AI visibility scores, market position, and capabilities
Arm Holdings (ARM) reported $3.23B revenue in FY2025 (ended Mar), up 23% YoY. Royalty revenue +17%. Market cap ~$160B. 7,500+ employees. Cambridge, UK. CPU architecture in 99% of smartphones, expanding into AI/datacenter.
About
Arm Holdings designs the CPU architecture used in virtually every smartphone on Earth — over 280 billion Arm-based chips have shipped since 1990. Unlike Intel or AMD, Arm does not manufacture chips; instead, it licenses its instruction set architecture (ISA) and processor designs to companies like Apple, Qualcomm, Samsung, and MediaTek.
Franco-Italian semiconductor giant; ~$13B revenue. STM32 MCU family powers 4B+ IoT/embedded devices. Strong SiC power device position for automotive and industrial markets.
About
STMicroelectronics was formed in 1987 through the merger of Italy's SGS Microelettronica and France's Thomson Semiconducteurs in Geneva, Switzerland. The company has built a comprehensive portfolio spanning microcontrollers (MCUs), MEMS sensors, power management ICs, silicon carbide devices, and wireless connectivity chips serving automotive, industrial, IoT, and consumer electronics markets worldwide.\n\nSTMicro is perhaps best known for its STM32 family of ARM Cortex-M microcontrollers, which power billions of embedded applications from smart home devices and wearables to industrial controllers and medical devices. The company is also a major manufacturer of MEMS inertial sensors (accelerometers, gyroscopes) found in smartphones and automotive safety systems, and has a rapidly growing SiC power device business targeting EV inverters and industrial power converters. STMicro reported revenues of approximately $13 billion in FY2024 and guided for continued mid-to-high single digit growth in 2025 across most end markets.\n\nSTMicro operates 11 main manufacturing sites across Europe and Asia, giving it significant vertical integration and a degree of supply chain resilience. The company is jointly owned by French and Italian state entities holding approximately 27.5%, reflecting its strategic national significance. ST is expanding its Catania (Sicily) SiC manufacturing campus to meet surging EV demand and is a founding partner in multiple European semiconductor ecosystem initiatives.
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