Arm CEO Forecasts $15B in Revenue for New Chip

Arm stock jumps 8% after CEO Rene Haas unveils the company's first in-house chip for Meta.

Mar. 25, 2026 at 5:42am by Ben Kaplan

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Arm Holdings (ARM) shares jumped 8% in after-hours trading on Tuesday after CEO Rene Haas projected the company's 2031 annual revenue to exceed $15 billion, more than six times its 2025 level. Haas unveiled Arm's first in-house chip at an event in San Francisco, citing strong AI-driven CPU demand.

Why it matters

Arm's new chip and revenue forecast represent a significant milestone for the company, which designs the underlying architecture for the majority of the world's smartphones and other mobile devices. The strong demand for AI-powered chips signals a growing market opportunity for Arm as it competes with rivals like Intel and AMD.

The details

Arm's new in-house chip is designed for Meta (formerly Facebook) and its artificial intelligence applications. The chip is expected to help drive Arm's revenue growth over the next decade as demand for AI-powered processors continues to surge.

  • Arm unveiled its new chip on Tuesday at an event in San Francisco.
  • CEO Rene Haas projected Arm's 2031 annual revenue to exceed $15 billion.

The players

Arm Holdings

A British semiconductor and software design company that designs the underlying architecture for the majority of the world's smartphones and other mobile devices.

Rene Haas

The CEO of Arm Holdings who unveiled the company's first in-house chip and provided the $15 billion revenue forecast for 2031.

Meta

The parent company of Facebook, which is one of the customers for Arm's new in-house chip designed for artificial intelligence applications.

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What’s next

Arm's new chip is expected to help drive the company's revenue growth over the next decade as demand for AI-powered processors continues to surge.

The takeaway

Arm's $15 billion revenue forecast and unveiling of its first in-house chip highlight the growing demand for AI-driven processors and the company's ability to capitalize on this trend as it competes with industry giants like Intel and AMD.