Arm Holdings vs SUMCO Corp
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.
SUMCO Corp (SUMCO) reported ¥423B (~$2.8B) revenue in FY2024. World's #2 silicon wafer maker with ~25% global share. Critical for all semiconductor manufacturing. HQ: Tokyo, Japan.
About
SUMCO Corporation is the world's second-largest manufacturer of silicon wafers — the fundamental substrate on which all modern semiconductors are fabricated — headquartered in Tokyo, Japan. Formed through the 2002 merger of Sumitomo Metal Industries' silicon wafer division and Mitsubishi Materials' silicon wafer business, SUMCO reported revenues of approximately ¥423B (~$2.8B) in FY2024. Silicon wafers are the blank "canvases" on which chip fabs (TSMC, Samsung, Intel) create transistors using photolithography and other processes.
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