Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
AIP.OQ - Arteris Inc
Arteris Inc at TD Cowen Technology, Media & Telecom Conference
May 28, 2026 / 02:15PM GMT
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Presentation
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Unidentified_1 [1]
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So welcome to the Arteris session.
So I'd like to talk about system IP and how that accelerates the creation of semiconductors.
So the usual disclaimer.
So basically the thesis here is that the future is based on a foundation of silicon and that all of these business models like automated driving, robotics. Drones and space applications basically are, they just contain a chip after chip.
And it's not just that, there's new emerging businesses, some of which are speculative at this point. So for us, the most exciting ones are the humanoid robotics.
Having run a robotics company, I'm a little bit skeptical about that, but those look like cars in terms of silicon. And also

