Catalog of SIP Cores
System on Chip design resources
System on Chip design resources
August 24, 2026 -
By Myriam Alvarez, seekingalpha.com
Arteris, Inc. (AIP) is a semiconductor infrastructure company focused on the technologies that enable increasingly complex chips. As such, AIP provides the IP for components that allow for newer chips to move data, integrate components, and verify hardware security. Rather than manufacturing semiconductors, AIP monetizes its technology through a capital-light licensing and royalty model, with its Network-on-Chip (NoC) portfolio. As of Q2 2026, the majority of AIP’s new customer designs incorporated some form of AI compute. And since their revenue increased 46.0% YoY, I feel their growth ramp remains alive and well. That’s why, despite the underlying favorable secular trends with AI, I ultimately lean neutral on the stock at these levels.
Arteris, Inc. is a semiconductor company that provides IP and licensing of pre-designed semiconductor technology that customers can incorporate into their own chips. The company sells proven design solutions rather than physical chips. Its technology is used across several semiconductor markets, like AI infrastructure, automotive, aerospace and defense, communications, consumer electronics, and industrial. AIP was founded back in 2003 and is headquartered in Campbell, California. What I like about AIP is that it benefits from rising chip complexity without bearing fabrication costs, giving investors indirect exposure to AI demand.