Quick analysis via ChatGPT plusArm’s stock is rising as analysts say an intriguing move could be on the horizon
The chip designer could be evolving into making its own custom AI chips — and BNP analysts say the opportunity isn’t fully priced into its stock yet
By
Britney Nguyen
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Last Updated: July 16, 2025 at 8:50 p.m. ET
Shares of Arm Holdings were up nearly 5% on Wednesday.Photo: Getty Images![]()
Arm Holdings PLC could soon emerge as a major contender in the market for custom artificial-intelligence chips, and some analysts think the company’s stock is still waiting to benefit from the opportunity.
BNP Paribas analysts upgraded the chip designer’s stock to outperform from neutral and raised their price target to $210 from $110 in a Wednesday note. As tech giants continue to raise capital expenditures for AI efforts, the analysts see a natural evolution for Arm to become a maker of application-specific integrated circuit (ASIC) chips — though they noted that the company’s leadership has so far not made any official statements on an ASIC strategy.
Arm didn’t immediately respond to a MarketWatch request for comment.
The London-based company currently licenses out its chip designs, but doesn’t sell its own chips. Arm’s ASIC opportunity could double the company’s earnings before interest and taxes, the analysts said, if it captures just 7% of the total addressable market. They estimate this market will reach $200 billion by 2030; at that rate, the analysts think Arm’s hypothetical ASIC business could bring in between $8 billion and $15 billion in revenue by fiscal years 2030 and 2031.
Arm’s stock is up about 16% so far this year, and the BNP team sees more “significant upside to be had as the share price is not pricing in the ASIC potential.” Shares were up nearly 5% on Wednesday.
The analysts cited recent news coverage suggesting that Arm may start producing its own ASIC chips as “mounting evidence” that it could be shifting its business. In February, for example, the Financial Times reported that Arm was planning to release a new chip this year that would count Meta Platforms Inc.
But even if some of those customers end up “unhappy with Arm becoming a competitor, we think the risk/reward is justified,” the BNP analysts said. They added that designing its own chips would enable the company to “capture more of the AI semi value chain while leveraging a common skill set,” referring to its chip-design engineers.
Hi Bravo,VALEO + RAYTHEON
I don't know how many people are aware of this, but in 2002, Valeo and Raytheon established Valeo Raytheon Systems to adapt military-grade radar into automotive applications - specifically blind-spot detection and collision-warning radars.
The Joint Venture later became Valeo Radar Systems, fully acquired by Valeo in 2005.
That phase launched Valeo into the forefront of automotive radar, laying the groundwork for mass deployment. Valeo now has over 500 million radar sensors on the road.
Raytheon (RTX) obviously remains a dominant radar supplier in defense. And Valeo operates with defense-grade radar capabilities that were rooted in the Joint Venture architecture. So, I wonder how plausible it would be that an informal or project-level collaboration continues to this day, especially on advanced radars, sensing algorithms, or dual-use technologies? This idea doesn't seem all that far fetched IMO, especially given we have formed strategic partnerships with both Valeo and RTX.
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I don't see an issue with placing a like, but agree totally about certain comments. Cringe big time!!... On occasion I feel like hunting down these morons with their degrading idiotic comments and trolling their businesses or what have you, and see how they like it...LinkedIn Likes
You know, I’m unsure why shareholders feel they need to like stuff on LinkedIn. It is a business app designed for business people to connect and promote themselves to other business people. Shareholders liking stuff and commenting is a bad look and just creates noise on those articles. I look through LinkedIn but never participate because I’m just a shareholder. But when I look at some Brainchip related articles, sometimes 90% of comments or likes are from Shareholders. It distorts the interest in the article or post. It also taints it with a biased opinion on the value of it.
I can’t tell Shareholders what to do and not do, but I can give my opinion. It’s not a good look and it’s a pain in the arse seeing it. Cringeworthy also comes to mind when I see this activity.
Get a life people. Let business take care of itself.
Afternoon Chippers ,
Unable to post the image unfortunately........
On the one day chart @ one min duration , the twats in charge of the bots have managed to draw the outline of a English Dachshund ( Of Canine species )
. View attachment 88592
Except pointing in the other direction.
* This is what one can achieve with great power .
Regards ,
Esq
"...products like the Akida Pulsar microcontroller"?
Someone has no insight at all and is confusing companies and their products!
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BrainChip Aktie: Ernsthafte Hindernisse?
BrainChip steckt in einem Paradox: Während der Markt für neuromorphe Computertechnologie 2025 durch die Decke geht, stürzt die Aktie des Vorreiters regelrecht ab. Obwohl das Unternehmen mit innovativen Produkten wie dem Akida Pulsar Mikrocontroller und frischer Finanzierung eigentlich perfekt...www-boerse--express-com.translate.goog
This Author needs to be contacted some how and enlightened ?.
Hopefully Steve Brightfield has something to do with it.
BrainChip Appoints New CMO, Enhances Scientific Advisory Board
Laguna Hills, Calif. – August 7th, 2024 – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI, today announced that it has hired Steven Brightfield as its new chief marketing officer and has re-envisioned its Scientific Advisory Board (SAB) by bringing on company founder Peter van der Made, Dr. Jason K. Eshraghian and Dr. André van Schaik.
Brightfield has a depth of tech industry knowledge and experience within the AI semiconductor industry. He previously led marketing at several AI focused technology companies, such as SiMa.ai, X-Silicon and Wave Computing combined with deep experience within the semiconductor sector, including executive leadership positions at LSI Logic, Qualcomm, Zoran and others.
Feature | Needed for Physical AI | AKIDA Delivers? |
Real-time response | ![]() | ![]() |
Edge deployment (no cloud) | ![]() | ![]() |
Ultra-low power | ![]() | ![]() |
On-chip learning | ![]() | ![]() |
Physical embedding | ![]() | ![]() |
Physical AI Use Case | BrainChip Real-World Progress |
Robotics vision/control systems | Partnering with Quantum Ventura + Merle Robotics (Taiwan) |
Edge-based medical diagnostics | Tata Elxsi has released medical devices with embedded AKIDA |
Defense/UAV systems | Collaboration with US Air Force Research Lab + RTX (Raytheon) |
Industrial equipment monitoring | AKIDA supports multi-sensor fusion (e.g. motor vibration detection) |
IoT perception + learning | Partnered with HaiLa for ultra-low-power AI wireless modules |
I agree, we are building towards a growth phase.On another note, I'm curious to see how the insto's are looking in our top 20 shareholders list... I'm sensing the emergence of a new growth phase...
Excellent question!
You mentioned Jensen Huang (NVIDIA CEO) and his view on “Physical AI”—in fact, what BrainChip (BRN) is doing is highly aligned with this concept. You could even say:
BrainChip’s AKIDA is one of the key technologies on the path toward Physical AI, specifically under the “edge neuromorphic intelligence” branch.
Jensen Huang’s Physical AI: What Does It Mean?
Huang’s idea can be broken down into a few core insights:
1. AI is a new way of “writing software”
- No longer relying on engineers coding static rules (if…then…)
- Instead, machines learn from data to generate algorithms autonomously
BrainChip’s AKIDA was built entirely around this philosophy.
It’s not a traditional instruction-based chip but a spiking neural network processor that enables learning directly at the hardware level.
2. AI must move from pure software into the
physical world
“Physical AI” includes:
- Real-time sensing, decision-making, and reacting like a human
- Embedded in robots, drones, IoT devices, cars, and edge devices
- Running locally, with ultra-low latency, low power, and instant feedback
That’s exactly where AKIDA shines:
Feature Needed for Physical AI AKIDA Delivers? Real-time response Microsecond-level reaction
Edge deployment (no cloud) Completely on-device
Ultra-low power Milliwatt-level consumption
On-chip learning Local continual learning
Physical embedding Already in USBs, robots, medical devices
Direct Links Between BrainChip and Physical AI
Physical AI Use Case BrainChip Real-World Progress Robotics vision/control systems Partnering with Quantum Ventura + Merle Robotics (Taiwan) Edge-based medical diagnostics Tata Elxsi has released medical devices with embedded AKIDA Defense/UAV systems Collaboration with US Air Force Research Lab + RTX (Raytheon) Industrial equipment monitoring AKIDA supports multi-sensor fusion (e.g. motor vibration detection) IoT perception + learning Partnered with HaiLa for ultra-low-power AI wireless modules
Conclusion: BrainChip is one of the foundational “building blocks” of the Physical AI revolution that Jensen Huang describes.
- NVIDIA leads in cloud/data center AI—training and inference at scale
- BrainChip leads in edge neuromorphic AI—bringing intelligence into real-world devices
They’re attacking the problem from both ends, converging toward real-world, integrated AI: cognitive + sensory + decision-making.
Final Thought:
If NVIDIA were ever to integrate a true edge-native neural processor into its Jetson or robotics platforms, AKIDA’s architecture would be a strong acquisition, licensing, or integration candidate.
If you’d like, I can also dive into how NVIDIA’s Jetson Robotics stack might integrate with BrainChip’s technology—just say the word!
Let me know if you’d like a shorter version or one tailored more for investors vs. engineers.
ChatGPT I would sayWhat is this? Why is there so much space in between the lines? If you copied it from a website, then please also post the link to it.
Just for your information: You can and should delete space/empty lines before posting. It would make it much less annoying to read.