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Santa Clara Today
By the People, for the People
Arteris Reports Record Q4 and Full-Year 2025 Results
Semiconductor IP company sees strong growth in licensing, royalties, and adoption of its network-on-chip and system IP
Published on Feb. 12, 2026
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Arteris (NASDAQ:AIP) reported fourth-quarter and full-year 2025 results that management said set multiple company records, driven by growth across licensing and royalties and increased adoption of its network-on-chip (NoC) and related system IP in AI-driven semiconductor designs. The company delivered a record annual contract value (ACV) plus royalties of $83.6 million, up 28% year over year, and saw its customers ship over 4 billion chips and chiplets incorporating Arteris NoC IP.
Why it matters
Arteris' strong performance highlights the growing demand for its interconnect and system IP solutions as semiconductor companies race to develop advanced AI-powered chips for a wide range of applications, from enterprise computing to automotive and consumer electronics. The company's acquisition of Cycuity also positions it to capitalize on the increasing need for hardware security assurance in semiconductor design.
The details
Arteris CEO Charlie Janac said the company's record results were driven by demand across multiple end markets, including enterprise computing, automotive, consumer electronics, communications, industrial, and aerospace and defense. The company also saw a significant increase in the number of large royalty reporters, with the count of six-figure-plus quarterly royalty reporters rising to nine. Janac highlighted several customer wins for Arteris' organic products, including FlexGen, its AI-driven smart NoC IP, and Ncore, its cache coherent interconnect IP. The company also saw strong adoption of its system IP solutions by customers like NXP and Blaize. Arteris' acquisition of Cycuity, a provider of semiconductor cybersecurity assurance products, is expected to expand the company's portfolio and create new opportunities with semiconductor and systems companies.
- Arteris closed its acquisition of Cycuity on January 14, 2026.
- Arteris expects FlexGen momentum to continue in 2026.
The players
Arteris
An American fabless semiconductor intellectual property (IP) company specializing in on-chip interconnect solutions and system IP for advanced integrated circuits.
Charlie Janac
The Chief Executive Officer of Arteris.
Nick Hawkins
The Chief Financial Officer of Arteris.
Cycuity
A provider of semiconductor cybersecurity assurance products that was acquired by Arteris.
AMD
A customer of Arteris' FlexGen AI-driven smart NoC IP.
What they’re saying
“We must not let individuals continue to damage private property in San Francisco.”
— Robert Jenkins, San Francisco resident (San Francisco Chronicle)
What’s next
The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.
The takeaway
This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.
