Arteris, Inc.

Arteris, Inc. designs and licenses semiconductor System IP, with a focus on on-chip interconnect and network-on-chip (NoC) technology used inside complex system-on-chips (SoCs). Its products help chip designers move data efficiently across increasingly dense and power-sensitive chips, reducing integration risk and shortening development cycles. The company sells directly into customers' design processes, so its technology is often embedded early and can remain in use across multiple product generations. Arteris also provides SoC integration automation software and engineering support to help customers implement its IP in production silicon.

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+22,3 %

1.13

1.13

— Arteris, Inc.
%
Interconnect IP60% Licensable on-chip communication fabrics that move data between blocks inside complex SoCs.
Network-on-Chip (NoC) IP20% Configurable NoC technology used to improve performance, power, and integration of advanced chips.
SoC Integration Automation Software10% Software tools that simplify integration of IP blocks and support SoC design workflows.
Engineering Services and Support10% Customer-facing design assistance, training, architectural reviews, and tape-out support.

Arteris licenses its IP to semiconductor manufacturers, OEMs, hyperscale system houses, semiconductor design houses,...

  • Semiconductor manufacturersprimary

    Buy interconnect IP and NoC technology to accelerate SoC development and avoid building complex fabrics internally.

  • Automotive and ADAS ecosystemprimary

    Buy IP for advanced driver assistance and other automotive SoCs where reliability, performance, and long design cycles matter.

  • Enterprise computing and communicationssecondary

    Buy configurable IP for high-performance chips used in wired/wireless communications and computing platforms.

  • OEMs and hyperscale system housessecondary

    Influence SoC requirements and may buy or specify IP to ensure system-level performance and integration.

  • Industrial, consumer electronics, and AI/ML designerssecondary

    Use Arteris IP to manage growing SoC complexity, power constraints, and time-to-market pressure.

Arteris serves a global customer base, with revenue in fiscal 2025 derived 41.5% from the Americas, 10...

  • •Americas accounted for 41.5% of fiscal 2025 revenue
  • •Europe and the Middle East accounted for 10.9% of fiscal 2025 revenue
  • •Asia Pacific accounted for 47.6% of fiscal 2025 revenue
  • •60.3% of revenue came from customers outside the United States
  • •24.5% of revenue came from customers located in China
  • •Global customer support is important because design wins are won early and supported through tape-out

Arteris is focused on expanding demand for its System IP as SoCs become more complex, especially in chiplet,...

01
Increase design wins in complex SoCsshort-term

The business depends on being specified early so its IP becomes embedded in customer chips and generates repeat licensing and royalty revenue.

02
Expand in high-growth end marketsmedium-term

Automotive, AI/ML, communications, and enterprise computing are driving higher SoC complexity and demand for third-party IP.

03
Broaden software and automation capabilitiesmedium-term

Automation reduces integration friction and makes Arteris' IP easier to adopt across more customer designs.

04
Maintain technology leadership through R&Dlong-term

Interconnect IP is technically demanding and must keep pace with changing SoC architectures and performance requirements.

Arteris faces customer concentration risk because a relatively small number of licensees account for a meaningful share...

high

Customer concentration

A small number of licensees account for a substantial portion of revenue, so losing one can materially reduce sales.

Scope
Revenue and operating leverage
Materiality
high
high

China export restrictions and trade policy

A large share of revenue is tied to Asia Pacific and China, and U.S. export rules can limit licensing or support activity.

Scope
Geographic revenue and customer access
Materiality
high
medium

Semiconductor cycle and end-market demand

Demand for IP and royalties depends on customer chip shipments and design activity in cyclical end markets.

Scope
Royalty revenue and new design wins
Materiality
high
medium

Competition from internal development

Large semiconductor and system companies may choose to build interconnect IP internally instead of licensing it.

Scope
Pricing, win rates, and retention
Materiality
high
medium

Customer program delays or cancellations

License wins do not guarantee royalties if the customer delays, cancels, or underperforms on its product launch.

Scope
Timing and predictability of revenue
Materiality
high
Revenue recognition for licenses and royalties
Quarterly comparability and reported growth rates
Goodwill and intangible asset impairment
Non-cash charges and operating expense
Deferred tax asset valuation allowance
Income tax expense and effective tax rate
Royalty timing and customer shipment dependence
Revenue volatility and forecasting uncertainty

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: 11/08/2026