Direct Defence Contracting & Procurement
No public evidence identified, in the targeted searches and reviewed corporate and official materials, of an Arm Holdings plc, Arm Technologies Israel Ltd., SoftBank Group Corp., or controlled-entity contract, tender award, framework agreement, or memorandum with the Israeli Ministry of Defense, Israel Defense Forces, Israel Prison Service, Border Police, or another Israeli security body.1, 2, 3, 4
No public evidence identified that ARM appears as an Israeli defence exporter or a named exhibitor in the reviewed SIBAT defence-cooperation material.4
Arm Holdings plc is the consolidated parent of a global semiconductor-industry group, while its UK registered SIC classification is holding-company activity.1, 5
Dual-Use Products & Tactical Variants
Elbit Systems markets Smart WristView as a ruggedised, “Mil-Grade” tactical C4I terminal for dismounted soldiers, specifying an ARM Cortex-A processor and integration with C4I applications and tactical radios.6
The Smart WristView page establishes product-level use of an ARM-architecture processor in a military-marketed Elbit system, but it does not identify the chip vendor, licence agreement, quantity, end user, contract date, or deployment location.6
No public evidence identified of ARM-branded tactical or mil-spec products marketed directly to Israeli security forces, or of export licences or end-user certificates for ARM sales to those forces.1, 3
U.S. Patent No. 9,344,275, issued in 2016 and assigned to Arm Technologies Israel Ltd., concerns secure password/PIN handling, secure storage, authentication, and mobile/payment-terminal security; it does not identify military or security-force procurement, deployment, or weapons integration, and its current commercial use is unknown.7
No public evidence identified that Arm manufactures lethal platforms, munitions, missile-defence systems, strategic weapons components, or purpose-built software designed to produce targeting decisions or weapons effects for Israeli forces.1, 6, 3
Heavy Machinery, Construction & Infrastructure
No public evidence identified of ARM equipment in settlement construction, demolitions, the separation barrier, checkpoints, military installations, or other occupied-territory construction activity.1, 2, 3
No public evidence identified of ARM construction, engineering, maintenance, or infrastructure contracts connected to those sites.1, 2, 3
Supply Chain Integration with Defence Primes
Arm Holdings’ FY2025 subsidiary exhibit identifies Arm Technologies Israel Ltd. as a 100%-owned Israeli subsidiary, refreshing the March 2024 disclosure of that entity.2, 8
Arm’s FY2025 Form 20-F identifies Arm Technologies Israel Ltd. as “Arm Israel” for the employee equity-plan sub-plan, while its FY2026 Form 20-F continues to refer to an Arm Israel subsidiary for that sub-plan; neither filing identifies its customers, address, operations, employee count, or defence-sector activity.1, 3
A 2019 Arm Pelion document states that Arm Technologies Israel Ltd. provided personnel for service support, IT-facility management, engineering, product management, and customer support; it names no customer or end user, and the continuing status of those activities is unknown.9
The FY2026 subsidiary exhibit lists only significant subsidiaries and expressly omits entities not significant in the aggregate; its omission of Arm Technologies Israel Ltd. therefore does not establish that the Israeli operation ceased, was renamed, merged, or dissolved.10
Arm’s FY2025 annual report records a 21.2% equity interest and 1.9% voting power in NeuReality Limited, an Israel-based research-and-development company registered in Caesarea; the filing treats it as an associate investment rather than an Arm subsidiary.11
Elbit’s published Smart WristView specification indicates use of an ARM Cortex-A processor, but does not disclose whether it was obtained through an ARM licensee, distributor, integrator, or secondary component supplier.6
No public evidence identified of a disclosed ARM supply contract, co-production arrangement, joint-development programme, technology-transfer agreement, or licensed-manufacturing agreement with Elbit, IAI, Rafael, IMI/Elbit Land, or another Israeli defence prime.1, 6, 3
SoftBank Group beneficially owned approximately 87.1% of Arm’s issued ordinary shares and voting power as of 20 May 2025.1 Arm’s FY2026 Form 20-F updates this to 922,733,999 ordinary shares, or 86%, as of 21 May 2026, held of record by Kronos II LLC, an indirect wholly owned SoftBank subsidiary; 72.0% of Arm’s equity interest was pledged as security under the SoftBank Group Facility.3
SoftBank held contractual rights to designate seven director-election candidates under the Shareholder Governance Agreement, and every then-serving non-executive director had been designated by SoftBank as of Arm’s FY2026 filing.3 SoftBank’s 2026 report describes Arm as a subsidiary and group company while stating that group members pursue growth independently and SoftBank supports decision-making and synergistic growth.12, 13
Arm’s June 2026 interim filing reports an ongoing agreement under which Arm provides SoftBank Group and affiliates with technical consultancy and advisory services on potential transactions, strategic partnerships, licensing, commercial arrangements, and related matters; it reports $192.9 million in related-party revenue for the quarter ended 30 June 2026 and $576.1 million in current contract assets from a SoftBank affiliate at that date.14 Neither the filing nor the SoftBank group materials identifies an Israeli counterparty, defence transaction, or military end use.14, 12, 13
SoftBank’s Vision Fund 2 investment in Israeli quantum-software company Classiq was reported in July 2025, but the reported investment identifies no military or security customer, defence procurement channel, physical goods, weapon-system component, or Israeli-state end use.15 A 2026 report on Yossi Cohen’s SoftBank activity similarly concerns Israeli cybersecurity investments and an advisory role; Cohen is not identified in Arm’s FY2026 director and senior-management list.3, 16
Logistical Sustainment & Base Services
No public evidence identified of ARM contracts for base services, transport, fuel, catering, facilities maintenance, telecommunications, shipping, freight forwarding, or military-cargo handling for Israeli forces or installations.1, 3, 4
No public evidence identified that SoftBank Group or a controlled entity supplied physical military or security goods, essential weapon-system components, infrastructure, or logistics to an Israeli military, prison, security, or defence-prime counterparty during SoftBank’s ownership of Arm.3, 14, 4
A 16 February 2016 SoftBank Corp. announcement concerned commercial Japanese LTE services using Gilat’s satellite-based cellular-backhaul technology, not an identified Israeli governmental, military, prison, security, or defence-prime customer.17 A reproduced 31 October 2024 Cato Networks/SB Technology announcement describes managed SASE services for customers in Japan; as a secondary reproduction rather than an issuer-hosted announcement, it is retained only as a limited non-responsive lead and does not evidence an Israeli defence supply channel.18
No relationship responsive to the preceding SoftBank supply question was identified; consequently, no verified procurement channel, defence end use, contract value, current status, or Arm-group proximity particulars are available for such a relationship.17, 18, 3, 4
Munitions, Weapons Systems & Strategic Platforms
No public evidence identified that ARM is a prime contractor or licensed manufacturer of lethal platforms, munitions, missile-defence systems, or strategic Israeli defence systems.1, 6, 3
Elbit publicly presents Smart WristView as a tactical information and C4I device, and the available product page does not establish integration into a particular weapon system or IDF operational use.6
Export Licensing, Regulatory & Legal History
No public evidence identified of export-licence decisions, sanctions or export-control enforcement, court proceedings, judicial-review litigation, or end-user certificates specifically concerning ARM supply to Israeli military or security end users.1, 3
Masayoshi Son has served as Arm Chair and director since March 2018 and is SoftBank’s founder, Chair and CEO, while Arm’s FY2026 filing states that he disclaims beneficial ownership of SoftBank-held Arm shares.3 SoftBank’s July 2026 report continues to identify Son as its Representative Director, Corporate Officer, Chair and CEO.12
No public evidence identified in the targeted searches and reviewed corporate disclosures of an Israeli defence-industry directorship, IDF/reservist-fund donation, equity holding in an Israeli defence prime, or public co-belligerency statement by Son, Rene Haas, Jason Child, or the other Arm directors and senior managers identified in Arm’s FY2026 filing; this is a scoped research result, not proof that no such act exists.3, 12
Civil Society Scrutiny & Documented Investigations
No public evidence identified in the supplied document-scoped pre-scan that ARM was listed in UN A/HRC/59/23, the supplied 2023 and 2025 OHCHR settlement-database updates, PAX’s Companies Arming Israel and Their Financiers, or Al-Haq’s Business and Human Rights. This is document-scoped and does not establish database-wide absence.
No public evidence identified of a boycott, divestment, exclusion campaign, or company response specifically grounded in ARM’s Israeli defence-sector activity.1, 3
The subsidiary exhibits reviewed are not complete worldwide legal-entity lists, because the FY2026 filing expressly omits subsidiaries that are not significant in the aggregate.10
Arm Holdings plc is an active English public limited company, incorporated on 9 April 2018 and registered at 110 Fulbourn Road, Cambridge.5
Arm’s FY2026 filing identifies Rene Haas as CEO and director, Jason Child as EVP/CFO, and Charlotte Eaton, Spencer Collins, Richard Grisenthwaite, and Will Abbey as senior management; it identifies Son, Ronald D. Fisher, Jeffrey A. Sine, Karen E. Dykstra, Rosemary Schooler, Paul E. Jacobs, and Young Sohn as non-executive directors as at 31 March 2026.3 Companies House records Son, Dykstra, and Fisher among active officers, with Spencer John Collins recorded as company secretary.19
Footnotes
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https://www.sec.gov/Archives/edgar/data/1973239/000197323925000016/arm-20250331.htm ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10 ↩11 ↩12 ↩13
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https://www.sec.gov/Archives/edgar/data/1973239/000197323925000016/ex81-subsidiariesofarmhold.htm ↩ ↩2 ↩3 ↩4
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https://www.sec.gov/Archives/edgar/data/1973239/000197323926000097/arm-20260331.htm ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10 ↩11 ↩12 ↩13 ↩14 ↩15 ↩16 ↩17 ↩18 ↩19
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https://www.mod.gov.il/en/departments/sibat-international-defense-cooperation ↩ ↩2 ↩3 ↩4 ↩5
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https://find-and-update.company-information.service.gov.uk/company/11299879 ↩ ↩2
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https://www.elbitsystems.com/networked-warfare/joint-land/soldier-systems/smart-wristview ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7
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https://patentimages.storage.googleapis.com/df/d5/6f/2df405b804223a/US9344275.pdf ↩
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https://www.sec.gov/Archives/edgar/data/1973239/000197323924000012/ex81-subsidiariesofarmhold.htm ↩
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https://developer.izumanetworks.com/static/downloads/Pelion%20Device%20Management%20Subprocessors%20v5%202019-08-29.pdf ↩
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https://www.sec.gov/Archives/edgar/data/1973239/000197323926000097/ex81-subsidiariesofarmhold.htm ↩ ↩2
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https://www.sec.gov/Archives/edgar/data/1973239/000197323925000035/armholdingsplcukannualre.htm ↩
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https://group.softbank/en/ir/financials/annual_reports/2026 ↩ ↩2 ↩3 ↩4
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https://group.softbank/en/ir/financials/annual_reports/2026/who_we_are ↩ ↩2
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https://www.sec.gov/Archives/edgar/data/1973239/000197323926000114/arm-20260630.htm ↩ ↩2 ↩3
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https://en.globes.co.il/en/article-softbank-invests-in-israeli-quantum-software-co-classiq-1001517700 ↩
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https://www.jpost.com/business-and-innovation/banking-and-finance/article-905963 ↩
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https://www.softbank.jp/en/corp/group/sbm/news/press/2016/20160216_03/ ↩ ↩2
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https://israel-keizai.org/wp/wp-content/uploads/2024/11/Israel-Insight-October-2024.pdf ↩ ↩2
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https://find-and-update.company-information.service.gov.uk/company/11299879/officers ↩