Industries

Arm officially announced recently that it will complete the acquisition of DreamBig Semiconductor, a company specializing in network chip research and development, through a cash transaction of 265 million US dollars (approximately 1888 million yuan). The acquisition agreement was signed in October 2025 and is expected to be completed by the end of the fourth quarter of the fiscal year 2026 (i.e., the end of March 2026). By integrating DreamBig’s technological advantages, Arm has further expanded its business layout in the data center and network fields, thus fully seizing the explosive growth opportunities in the data center chip market under the artificial intelligence wave.
Financial data shows that Arm achieved revenue of 1.14 billion US dollars in the second quarter of the fiscal year 2026, a year-on-year increase of 35%, and adjusted earnings per share exceeded market expectations. Since 2021, its demand for data center chips has increased by 14 times, the number of global customers has exceeded 70,000, and royalty income has doubled, laying a solid foundation for subsequent strategic expansion. In terms of strategic layout, Arm’s core business model is chip design licensing, and in recent years, it has been accelerating its expansion into high-end application fields such as data centers and networks. Previously, Arm has reached a cooperation agreement with the Malaysian government and plans to build a semiconductor design base in Southeast Asia, continuously enhancing its global market influence. ?

DreamBig is an emerging enterprise founded in 2019, specializing in the field of artificial intelligence network chips. The core team of the company has extensive industry experience. The founder, Sohail Syed, previously served as the senior engineering director of Marvell, and the company he founded, FIRQuest, was successfully acquired by Corigine in 2019. The former engineering director of Intel, Steve Majors, serves as the senior vice president of engineering for the company, providing strong support for technological research and development.
From a technical perspective, DreamBig launched its flagship product Mercury AI-SuperNIC in January 2025. This product adopts the advanced packaging technology of SF4X FinFET wafer-level chip stacking developed in collaboration with Samsung’s manufacturing department. It supports a bandwidth of 800Gb/s and a throughput of 800Mpps. The chipset integrates a network connection capacity of 12.8Tb/s. It is equipped with an RDMA engine and is compatible with RoCE v2 and UEC standards. It can achieve efficient interconnection between GPUs and TUPUs, effectively solving the key technical bottleneck of “high-speed interconnection of GPU clusters” in artificial intelligence data centers. It is hailed by the industry as an innovative achievement that “defines the next-generation artificial intelligence network standard”. ?

Currently, the demand for high-performance storage and network chips in artificial intelligence data centers is growing exponentially. Leading companies such as NVIDIA and Broadcom have a strong need for high-bandwidth network chips, hoping to use them to support the stable operation of the artificial intelligence computing power cluster. After the acquisition, Arm can deeply integrate network chip technology into the existing data center chip ecosystem. Through the technology licensing model, it will open the Mercury AI-SuperNIC technology to core customers, build a complete solution of “computing architecture + network connection”, further deepen the industrial chain cooperation, and consolidate its core position in the industry ecosystem.