Arteris, Inc.
Ticker: AIPTechnologySemiconductorsThe business
Arteris Inc. (NASDAQ: ARTX) is a leading provider of semiconductor system intellectual property, specializing in Network-on-Chip (NoC) interconnect technology and SoC integration automation software solutions. Founded in 2003, the company pioneered the development of NoC IP technology for on-chip communication and has emerged as a global leader in addressing the growing complexity, performance, and cost requirements of System-on-Chip semiconductors. The company's website is www.arteris.com.
The company's core offerings include non-coherent NoC IP products such as FlexGen, FlexNoC, and FlexWay; cache-coherent NoC IP through its Ncore product line; NoC interface IP including CodaCache; and SoC Integration Automation software solutions acquired through strategic acquisitions of Magillem in 2020 and Semifore in 2022. In 2026, the company acquired Cycuity to add hardware security verification capabilities to its portfolio. These solutions enable semiconductor designers to manage on-chip communications and IP block deployments across chiplets and multi-die SoCs while meeting performance and power requirements.
Arteris serves diverse end markets including aerospace and defense, automotive, communications, consumer electronics, enterprise computing, and industrial applications. The company estimates its solutions have been incorporated into over four billion production SoCs since inception. As of December 31, 2025, the company reported Annual Contract Value of $77.0 million, with ACV plus royalties reaching $83.6 million. For the year ended December 31, 2025, the company generated $70.6 million in revenue.
The company maintains a global workforce of 170 development engineers focused on IP hardware, software, verification, and methodology development. Arteris has established long-term customer relationships with an average retention rate of approximately ninety percent, reflecting the embedded nature of its technology in customer products. The company operates through a licensing model that includes support and maintenance fees combined with royalty-based revenue streams, positioning it as a neutral, technology-agnostic provider across the semiconductor industry.
- Sector
- Technology
- Industry
- Semiconductors
- HQ
- CAMPBELL, CA
- FY end
- 12-31
- CIK
- 1667011
- SIC
- 3674
Ownership
Who holds Arteris, Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| Needham Aggressive Growth Fund NEAGX · Needham Funds Inc | 5.91% | $154.27M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.00% | $53.40M |
| iShares Russell 2000 ETF IWM · iShares Trust | 0.05% | $43.68M |
| Franklin Small-Mid Cap Growth Fund FRSGX · Franklin Strategic Series | 1.19% | $42.18M |
| Needham Small Cap Growth Fund NESGX · Needham Funds Inc | 8.76% | $36.56M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
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