Apple Secures Long-Term Chip Partnership with British Chipmaker Arm, Solidifying Tech Dominance
Portfolio Pulse from Anusuya Lahiri
Apple Inc has signed a long-term deal with British chip designer Arm Ltd for chip technology that extends beyond 2040. Arm, backed by Softbank Group Corp, plans a $52 billion U.S. IPO in 2023. Apple uses Arm's technology to design custom chips for its devices. Taiwan Semiconductor Manufacturing Company Ltd, a leading contract chip maker and Apple supplier, is considering investing in Arm's IPO.

September 06, 2023 | 12:31 pm
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Apple has secured a long-term chip technology deal with Arm, which could strengthen its tech dominance and potentially improve its product performance.
The long-term deal with Arm secures Apple's access to key chip technology, which is crucial for the performance of its products. This could strengthen Apple's competitive position and potentially boost its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Softbank, as a backer of Arm, could benefit from the planned $52 billion IPO in 2023.
As a backer of Arm, Softbank stands to benefit from the planned IPO. This could potentially boost Softbank's returns and its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Taiwan Semiconductor, a supplier to Apple, is considering investing in Arm's IPO. This could potentially strengthen its relationship with Apple and Arm.
If Taiwan Semiconductor invests in Arm's IPO, it could potentially strengthen its relationship with both Apple and Arm. This could have positive implications for its business and potentially boost its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70