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SoftBank maintains long-term commitment to Arm equity stake
Sunday, February 15, 2026 at 04:15 PM
The CEO of Arm stated that SoftBank's leadership has no intention of selling its equity stake in the company, emphasizing a long-term commitment to holding the shares.
Context
SoftBank Group CEO Masayoshi Son has reiterated a firm stance against selling any portion of the company’s approximately 90% stake in Arm Holdings. During recent commentary, Arm CEO Rene Haas emphasized that Son is not interested in divesting even a single share. This long-term commitment provides significant stability for the semiconductor designer following its $54.8 billion IPO valuation in late 2023. Investors had previously feared a massive sell-off, but this clarity reinforces Arm’s role as the crown jewel of SoftBank’s portfolio.
This strategy positions Arm as the foundational layer of Son's broader AI ambitions. SoftBank is reportedly seeking up to $100 billion for a new AI chip venture, code-named Project Izanagi, which would directly complement Arm’s energy-efficient architecture. By maintaining a dominant equity position, SoftBank ensures it captures the full upside of AI-driven demand that has already tripled Arm's share price since its debut. This ownership underscores Arm’s shift from mobile-centric design to an essential player in the global data center and AI compute supply chain.
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