Arteris (AIP) 28th Annual Needham Growth Conference Virtual summary

Business overview and technology focus

• Specializes in semiconductor IP for data movement within chips, pioneering network-on-chip (NoC) technology.

• Offers cache-coherent and non-coherent NoC IP, last-level caches, and advanced data movement solutions.

• Acquired Magillem (2020) for SoC connectivity, register management, and IP packaging.

• Increasing chip complexity and AI adoption drive demand for robust data movement solutions.

• Over 300 employees, 230+ active customers globally, and strong ecosystem partnerships.

Product innovation and roadmap

• Releases at least two product enhancements and one new product annually.

• Launched FlexGen in February 2025, enabling automated NoC IP generation and faster design cycles.

• Developing a chiplet solution for 2026, supporting cache-coherent heterogeneous chiplets.

• Focused on AI, with about half of design starts for AI applications.

• Supports both Arm and RISC-V architectures and participates in industry standards like UALink.

Customer relationships and market focus

• Maintains 90%+ customer retention, with long-term relationships such as a 12-year partnership with Mobileye.

• Targets high-growth markets: automotive, AI, chiplets, and data centers.

• Diversified customer base by size, application, and geography.

• Recent acquisitions include Cycuity for hardware security verification.

• Committed to secure data flow and functional safety in chip designs.