ARM Holdings plc (ARMH) specializes in the design of low-power chips and its designs are in currently 90% of the chips used in mobile devices, but ARMH now sees room for expansion in data centers and servers, says Deborah L. Koch, Co-Manager of the the Northern Trust’s (NTRS) Northern Technology Fund (NTCHX).
“ARM chips … don’t throw off as much heat and consume less energy. Not only is low power important in mobile devices, but it is also becoming more important in data centers, which consume a lot of electricity, and we expect ARM chips to be used in servers in the future,” Koch said.
Koch adds that low power servers are expected to become 10% to 15% of the overall server market, creating great room for expansion for ARM technology.
“We think that with the new workloads that demand these highly compute-intensive applications, whether it’s analytics or other cloud-enabled applications, ARM has an opportunity to expand their market in the future,” she said.
ARM Holdings plc (ADR) (ARMH) Dominates Handset and Tablet Space with I.P. Used by Both Apple and Samsung
October 15, 2013
ARM Holdings (ARMH) Disrupts Intel (INTC) Semi Business Model
September 28, 2012
Facebook Inc (FB) Dominates Mobile Advertising Arena
September 18, 2014
Dover Saddlery, Inc. (DOVR) Dominates Equestrian Retail Market with High Earnings Predictability and ROE
June 12, 2013
Great Lakes Dredge & Dock Corporation (GLDD) Sees Opportunities in Panama Canal Expansion with 40% Market Share
April 17, 2013