ARM Holdings
Revenue (Q2) $309.6m
It is easy to forget that there is more to ARM Holdings than smartphones and tablets. The company, often seen as a proxy for Apple, has enjoyed spectacular growth, courtesy of the rise of the smartphone, which is packed full of processors bearing its designs.
ARM dominates that market, despite the efforts of Intel, but that is only one leg of ARM’s growth strategy. The company also has designs on servers, where it has only a 5 per cent share and believes that its low-power technology is perfectly suited to lowering the power demands of the world’s data centres.
Yet perhaps the most overlooked element of the growth plan is the humble microcontroller. Those are the tiny motors you find