Arm Bets Big: Projects $25B Revenue by 2031 With Custom Chip
Arm CEO lays out an audacious roadmap to 6x revenue growth, banking $15B on the company's first in-house silicon.
Arm Holdings just told Wall Street it's done playing small. CEO Rene Haas dropped a 2031 revenue target of $25 billion — a staggering leap from the $4 billion the chip design giant pulled in during 2025.
The boldest part? A full $15 billion of that projected haul is expected to come from Arm's first in-house chip. That's right — the company famous for licensing its architecture to everyone else is building its own silicon, and betting the bulk of its growth on it.
Investors liked what they heard. ARM shares surged more than 6% in after-hours trading Tuesday following the announcement.
The move signals a fundamental strategic shift. Arm isn't content just powering other companies' processors anymore. It wants a direct cut of the hardware market it helped create.