Arm Holdings vs Cadence Design Systems
Arm Holdings is larger by market cap ($287.2B vs $90.2B). Cadence Design Systems reports higher tracked revenue ($5.3B vs $4.9B). Arm Holdings's primary segment is Semiconductor IP Licensing; Cadence Design Systems's is EDA Software.
Shared segment: EDA & IP.
Side-by-side
| Arm Holdings | Cadence Design Systems | |
|---|---|---|
| Market cap | $287.2B | $90.2B |
| Revenue | $4.9B (FY2026) | $5.3B (FY2025) |
| Primary segment | Semiconductor IP Licensing | EDA Software |
| Market position | leader | leader |
| Country | United Kingdom | United States |
| Tracked suppliers | 1 | 0 |
| Tracked customers | 11 | 10 |
| Chokepoint / criticality | 81/100 | 82/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Arm Holdings and Cadence Design Systems compare
- Size: Arm Holdings is the larger company by market cap.
- Revenue: Cadence Design Systems reports higher tracked revenue.
- Supply-chain criticality: Cadence Design Systems has the higher chokepoint score (82/100 vs 81/100).
- Footprint: Arm Holdings (United Kingdom) vs Cadence Design Systems (United States).