Arm produces its own silicon for specific datacenter and AI infrastructure applications while primarily licensing CPU and GPU designs. The ARM AGI CPU, announced on March 24, 2026, is designed for scalable AI infrastructure, offering high performance and extreme rack-level density for agentic AI operations in modern data centers.

Arm aims to increase its presence in the semiconductor industry by shifting its strategy, as its designs are integral to most smartphones and connected devices but the company does not manufacture chips directly. Customers license Arm's designs, modify them, and produce the chips independently.