MEDIUMOutside partyCustomer
single design win with a large customer
“10-K Item 1A: 'a significant portion of our revenue in any period may depend on a single product design win with a large customer'”
AIP · Concentration risk · 10-K extracted
Arteris (AIP) concentration risks
Updated
The most significant concentration Arteris discloses is single design win with a large customer, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Arteris’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH0
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Arteris' disclosed concentration risk is a single, moderate customer-dependency exposure: a significant portion of the company's revenue in any period may depend on a single product design win with a large customer. This is a dependency-type rather than structural exposure, reflecting the nature of semiconductor IP licensing, where revenue can be lumpy and tied to individual design wins rather than a broad recurring customer base. With no other concentration disclosed in the sources provided, this design-win dependency is the main factor to watch in Arteris' revenue profile: the timing, size and renewal of any single large design win could meaningfully swing period-to-period results, even though the underlying exposure is described at a moderate rather than acute level.
For the engine’s reasoning on AIP’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductors
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 3 | 0 | 0 | 3 |
| AMBQ | Ambiq Micro, Inc. | 2 | 1 | 0 | 3 |
| ADI | Analog Devices, Inc. | 2 | 0 | 0 | 2 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| AMD | Advanced Micro Devices, Inc. | 1 | 2 | 0 | 3 |
| AIP● | Arteris, Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.