Arm's CEO Says Demand Is 'Off the Charts.' The Problem Is Nobody Can Build Chips Fast Enough

Why Arm Stock Popped Today

The chipmaker is racing to meet the surging demand for its new AI chips.

Arm CEO Rene Haas Says AI Demand Is 'Off the Charts' as Supply Bottlenecks Cap Growth

Arm CEO Rene Haas reports demand for the company's technology has never been stronger, with AI driving orders across data centers, robotics and edge devices. Supply constraints in wafers, memory and testing equipment remain the primary limit on growth, pushing confidence higher on a $2 billion revenue target for its new AGI CPU. The comments come as smartphone weakness fades into the background.

Arm's CEO Says Demand Is 'Off the Charts.' The Problem Is Nobody Can Build Chips Fast Enough

The post Arm’s CEO Says Demand Is ‘Off the Charts.’ The Problem Is Nobody Can Build Chips Fast Enough appeared first on 24/7 Wall St.. Shares of Arm (NASDAQ:ARM) trade at $243.98, down 10.11% over the past month and 7.66% in the last week, yet still up 123.2% year to date. The pullback across AI chip names reflects market concerns about softening demand from frontier labs. CEO Rene Haas argues the opposite: order books are full and growing, and …

Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal

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.

Arm Stock Price Prediction: $425 Bull, $150 Bear

The consensus reading of Arm stock is that a 40% drawdown from June's record has made a quality compounder cheap again. That framing misses the mechanism that actually sets the floor. Arm Holdings closed at $264.90 on 17 September 2026 after an 8.57% single-session jump, but the number that matters more sits in the company's own annual report: SoftBank Group beneficially owns 86.4% of Arm, and subsidiaries of SoftBank have pledged 769,029,000 or…