Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal
Published . Updated .
Arm Holdings CEO Rene Haas said Wednesday he is increasingly confident the chip designer can secure enough supply to meet $2 billion in customer demand.
Directly affected
- ARM Arm Holdings
Named in this report.
Indirectly affected
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- GCTS GCT SEMICONDUCTOR HLDG INC
GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- NVTS NAVITAS SEMICONDUCTOR CORP
GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ON ON SEMICONDUCTOR CORPORATION
GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSEM TOWER SEMICONDUCTOR LTD
GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSM TAIWAN SEMICONDUCTOR MANUFAC
GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Arm Holdings CEO Rene Haas said Wednesday he is increasingly confident the chip designer can secure enough supply to meet $2 billion in customer demand.
Source: CNBC Top
Price since this story was published: Alpha & Omega Semiconductor (AOSL)
Since the first closing price after “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal,” Alpha & Omega Semiconductor (AOSL) is -11.10%. The S&P 500 fund (SPY) is +0.65% over the same days, a -11.75% difference versus the market.
Who reported a Alpha & Omega Semiconductor (AOSL) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 11 days after publication, inside 30 days. The filing is listed beside the story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 6 days after publication, inside 30 days. The filing is listed beside the story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 23 days before publication, inside 30 days. The filing is listed beside the story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 36 days before publication, inside 60 days. The filing is listed beside the story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 41 days before publication, inside 60 days. The filing is listed beside the story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 52 days before publication, inside 60 days. The filing is listed beside the story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Alpha & Omega Semiconductor (AOSL)
Companies carried with this story
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
In “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
In “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
For “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal.” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Alpha & Omega Semiconductor (AOSL)
“Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal” (17 Sep 2026) reaches Alpha & Omega Semiconductor (AOSL) through this story.
For Alpha & Omega Semiconductor (AOSL), the reason on file says GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, GCT Semiconductor Holding (GCTS): GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Alpha & Omega Semiconductor (AOSL) price range
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
What the saved facts support for Alpha & Omega Semiconductor (AOSL)
46 out of 100
“Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.