$ARM Holdings Ltd(ARM)$ $Apple(AAPL)$ Importantly, Apple's new A18, which is powering the iPhone 16, will run on Arm's latest CPU architecture, the v9, which commands twice the royalties as the prior version, the v8.
Apple is also Arm's most valuable customer as the iPhone makes up roughly half of the company's revenue.
Of course, Apple will benefit from strong sales of the iPhone 16, but, according to those numbers, Arm stands to be an even greater beneficiary if the new iPhones are a hit.
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