Arteris(NASDAQ) AIP

Arteris, Inc. helps engineers build complex computer chips. It manages how data travels inside electronic gadgets and cars. These solutions make modern electronics work faster and more safely.

What Arteris Makes

• Network-on-Chip IP: Hardware technology used to connect processors and memory inside a single semiconductor chip to meet performance requirements.
• Integration Automation Software: Digital tools that help engineers assemble and integrate various intellectual property (IP) blocks into multidie chip systems.
• Hardware Security Verification: Specialized software used to detect and fix security vulnerabilities in chip designs before production.
• Professional Services: Training and consulting services provided to help engineering teams implement the company’s semiconductor technologies.

Recent Acquisitions and Growth

• Acquired Cycuity on Jan. 14, 2026, for approximately $43.1 million to strengthen its hardware security product portfolio.
• Purchased Semifore in 2022 to expand its software solutions for automated chip integration.
• Completed an at-the-market stock offering in 2026 that generated $72.0 million in net proceeds for general corporate purposes.

Global Reach in Silicon

Arteris operates 11 global locations to support chip designers in the United States, Europe, and Asia. The company derived 58.4% of its revenue from international customers during the first six months of 2026.

Tracking the Financials

• Total revenue reached $24.1 million for the three months ended June 30, 2026, a 46% increase year over year.
• Annual Contract Value hit $90.9 million as of June 30, 2026, compared to $63.9 million as of June 30, 2025.
• The company recorded 26 confirmed design starts, which measure new customer projects using Arteris technology, during the three-month period ended June 30, 2026.
• Remaining Performance Obligations, representing future contracted revenue, totaled $134.9 million as of June 30, 2026, up from $99.3 million as of June 30, 2025.

Bottom Line

Arteris has evolved from a specialized interconnect provider into a broader platform for semiconductor integration and security. Its mix of hardware technology and automation software supports the rising complexity of chips used in automotive and artificial intelligence markets.