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Arm commands smartphone architecture and is moving into AI CPUs; Marvell dominates data center connectivity with 32.6% net margins.
Arm stock has lapped the semiconductor sector and left chip giants NVIDIA and Broadcom in the dust, and now shareholders face a decision that hinges on whether a royalty story this early in its run is worth more than the gain already sitting in their accounts.
Arm Holdings (NASDAQ:ARM) stock is at $266.01, up 143% year to date. That surge reflects the artificial intelligence (AI) data center buildout, and it has carried Arm stock far past the broader semiconductor group. Shareholders now face a simple question: lock in a gain of that size, or stay for a royalty story that…