Arteris Selected by Black Sesame Technologies for Next Generation of Intelligent Driving Silicon

Rhea-AI Summary

Arteris (Nasdaq: AIP) announced on Dec. 2, 2025 that Black Sesame Technologies has licensed Arteris’ Ncore 3 cache-coherent NoC IP and FlexNoC 5 non-coherent NoC IP with physical awareness.

The licensed IPs will be used to optimize on-chip connectivity, data movement, place-and-route efficiency, and wire congestion for next-generation automotive SoCs delivering full-stack autonomous driving capabilities. Black Sesame has used earlier FlexNoC versions since 2019 and said the new licenses aim to improve performance and accelerate time to market. Arteris highlighted features including cache coherence, physical awareness, and functional safety as enablers for advanced automotive chip designs.

News Market Reaction

+2.50%

8 alerts

+2.50% News Effect

+2.3% Peak in 12 min

+$16M Valuation Impact

$669M Market Cap

0.1x Rel. Volume

On the day this news was published, AIP gained 2.50%, reflecting a moderate positive market reaction. Argus tracked a peak move of +2.3% during that session. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $16M to the company's valuation, bringing the market cap to $669M at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $16.74 Vol: Volume 657,844 vs 20-day ...

normal vol

$16.74 Last Close

Volume Volume 657,844 vs 20-day avg 619,801 (relative volume 1.06x). normal

Technical Price $19.67 is trading above 200-day MA at $9.79, reflecting a sustained uptrend pre-news.

Peers on Argus

AIP gained 2.19% while key peers like SKYT (+5.86%), CEVA (+2.22%), POET (+1.83%...

AIP gained 2.19% while key peers like SKYT (+5.86%), CEVA (+2.22%), POET (+1.83%), LAES (+1.61%), and NVEC (+0.77%) were also positive, suggesting a generally constructive semiconductor backdrop even though momentum scanners did not flag a coordinated sector move.

Historical Context

5 past events · Latest: Dec 02 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 02	Customer win	Positive	+2.5%	Black Sesame licensed Ncore 3 and FlexNoC 5 for next-gen automotive SoCs.
Nov 11	Customer win	Positive	+3.8%	Blaize adopted FlexNoC 5 IP to enhance scalable, energy-efficient edge AI.
Nov 04	Earnings results	Positive	-5.9%	Q3 2025 results showed revenue and ACV growth but ongoing operating losses.
Nov 04	Customer win	Positive	-5.9%	Altera licensed Arteris NoC IP and tools for next-gen FPGA and SoC FPGA.
Oct 23	Earnings notice	Neutral	+10.0%	Company scheduled Q3 2025 earnings release and conference call details.

Pattern Detected

Recent customer and partner wins (Blaize, Black Sesame, Altera) often coincided with positive or mixed price reactions, while the Nov 4 earnings day showed negative moves despite multiple positive business updates.

Recent Company History

Over the last few months, Arteris reported growing Q3 2025 revenue of $17.4M and expanding ACV plus royalties of $74.9M, alongside a GAAP net loss of $9.0M. The company announced multiple licensing wins, including Altera on Nov 4, 2025 and Blaize on Nov 11, 2025, supporting its role in AI and automotive SoCs. Today’s Black Sesame Technologies selection on Dec 2, 2025 continues this pattern of design-ins for advanced intelligent driving applications.

Market Pulse Summary

This announcement highlights another automotive-focused design win for Arteris, with Black Sesame Te...

Analysis

This announcement highlights another automotive-focused design win for Arteris, with Black Sesame Technologies licensing Ncore 3 and FlexNoC 5 IP for intelligent driving SoCs. It extends a series of customer adoptions across AI and edge applications, following prior deals like Altera and Blaize. Investors may track how these design-ins translate into future licensing and royalty trends, while also monitoring quarterly results, operating losses, and any further insider trading disclosures as key signals. The stock’s proximity to its 52-week high provides additional context.

Key Terms

network-on-chip, soc, cache coherent, autonomous driving, +1 more

5 terms

network-on-chip technical

"Arteris’ Ncore 3 and FlexNoC 5 network-on-chip interconnect IPs enable data..."

A network-on-chip is the internal communication system that links many small processing and memory blocks inside a single computer chip, acting like a miniature road network that routes data between components. For investors, it matters because the design affects a chip’s speed, energy use, and ability to scale to more features—factors that influence product performance, manufacturing cost and the competitiveness of devices that use the chip.

soc technical

"for advanced automotive SoCs.CAMPBELL, Calif., Dec. 02, 2025 --"

Standard of care (often abbreviated SOC) is the treatment or management approach that is widely accepted and used by medical professionals for a particular disease or condition. For investors, SOC provides the benchmark against which new therapies, devices, or clinical results are judged—like comparing a new car to the current most popular model; a product that meaningfully outperforms the SOC can win market share and drive revenue, while failure to beat or match it limits commercial potential.

cache coherent technical

"licensed Arteris’ Ncore 3 cache coherent network-on-chip (NoC) IP"

Cache coherent describes a property of computer systems where multiple memory copies kept in different processors or devices stay consistent so everyone sees the same data. Think of it like several people keeping notes on the same document and automatically updating each other so no one works from an old draft. Investors care because cache coherence affects a chip or system’s performance, reliability and power use, which can influence product competitiveness and cost.

autonomous driving technical

"deliver full-stack autonomous driving capabilities for the next generation of intelligent vehicles"

Autonomous driving is technology that allows a vehicle to navigate and control itself without a human constantly steering, braking or accelerating, acting like a robotic chauffeur that perceives the road, makes decisions and responds to traffic and obstacles. Investors care because it can change who makes money and how much—by cutting labor and operating costs, creating new software and data businesses, and shifting regulatory and liability risks that affect future revenue, adoption speed and company valuations.

functional safety technical

"With features like high-performance cache coherent systems, physical awareness, and functional safety, enable faster innovation"

Functional safety is the practice of designing and testing electronic or software-controlled systems so they behave safely even when parts fail or unexpected conditions occur. It matters to investors because certified safe systems reduce the risk of costly recalls, regulatory blocks, liability claims and lost sales; think of it like a car’s backup brakes that prevent accidents when the main brakes fail, protecting value and reputation.

AI-generated analysis. Not financial advice.

Arteris’ Ncore 3 and FlexNoC 5 network-on-chip interconnect IPs enable data movement with data coherency, enhancing overall performance, efficiency, and time to market for advanced automotive SoCs.

CAMPBELL, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of system IP for accelerating semiconductor creation in the AI era, today announced that Black Sesame Technologies has licensed Arteris’ Ncore 3 cache coherent network-on-chip (NoC) IP and FlexNoC 5 non-coherent NoC IP with physical awareness. Arteris technology will be used to optimize on-chip connectivity and data movement for SoCs and SoC-based solutions that deliver full-stack autonomous driving capabilities for the next generation of intelligent vehicles.

Black Sesame Technologies addresses the needs of today’s automotive industry with a broad portfolio that spans high-performance SoCs for autonomous driving to cross-domain SoCs used in a range of vehicles. The company will use the flexibility and scalability of Arteris’ Ncore 3 IP for advanced cache coherent silicon, in combination with the advanced physical awareness capabilities of FlexNoC 5 to optimize place-and-route efficiency, minimize wire congestion, and optimize data movement in its next-generation SoC designs. Together, these meet Black Sesame Technologies’ diverse needs of architectural choices for advanced SoC-based solutions.

“We have worked closely with Arteris since 2019, utilizing an earlier version of FlexNoC in our previous SoC designs. Over the years, its proven product quality combined with the expert support has made Arteris a trusted partner in our journey toward intelligent vehicle innovation,” said David Zeng, chief systems officer at Black Sesame Technologies. “As we continue to advance our designs, we have licensed FlexNoC 5 and Ncore 3 NoC IPs to achieve greater performance with an accelerated time to market to address the advancing needs of autonomous driving.”

“At Arteris, our customers’ working silicon is the ultimate measure of success. We are proud to continue to support Black Sesame Technologies as they develop their next-generation automotive SoCs,” said K. Charles Janac, president and CEO of Arteris. “Their continued trust in Arteris and our technology highlights the value of our system IP. With features like high-performance cache coherent systems, physical awareness, and functional safety, enable faster innovation, greater scalability, and unmatched flexibility for developing the high-performance advanced chip designs of tomorrow.”

The combination of Ncore and FlexNoC NoC IP products delivers a coherent, configurable, flexible, and performant connectivity fabric that is critical for today’s complex automotive SoC designs. It addresses data movement efficiency for improved performance and shorter time-to-market schedules. Learn more at arteris.com/automotive.

About Arteris

Arteris is a global leader in system IP used in semiconductors to accelerate the creation of high-performance, power-efficient silicon. Arteris network-on-chip (NoC) interconnect IP and system-on-chip (SoC) integration automation software are used by the world's top semiconductor and technology companies to improve overall performance, engineering productivity, reduce risk, lower costs, and bring complex designs to market faster. Learn more at arteris.com.

About Black Sesame Technologies

Black Sesame Technologies is a leading automotive‐grade computing SoC and SoC-based intelligent vehicle solution provider. The company started with the Huashan Series high‐computing power SoCs for autonomous driving and recently introduced the Wudang Series cross‐domain SoCs to address more diverse and sophisticated demands for advanced functionalities of intelligent vehicles. Black Sesame Technologies’ proprietary automotive‐grade products and technologies empower intelligent vehicles with mission‐critical capabilities, such as autonomous driving, smart cockpit, advanced imaging and interconnection. The company offers full‐stack autonomous driving capabilities to meet broad customer needs through SoCs and SoC‐based solutions, powered by in‐house developed IP cores, algorithms and support software. Learn more at blacksesame.com.

© 2004-2025 Arteris, Inc. All rights reserved worldwide. Arteris, Arteris IP, the Arteris IP logo, and the other Arteris marks found at https://www.arteris.com/trademarks are trademarks or registered trademarks of Arteris, Inc. or its subsidiaries. All other trademarks are the property of their respective owners.

Media Contact:
Gina Jacobs
Arteris
+1 408 560 3044
newsroom@arteris.com

This press release was published by a CLEAR® Verified individual.

FAQ

What did Arteris (AIP) announce on December 2, 2025 regarding Black Sesame Technologies?

Arteris said Black Sesame licensed Ncore 3 cache-coherent NoC IP and FlexNoC 5 non-coherent NoC IP with physical awareness.

How will Arteris Ncore 3 and FlexNoC 5 affect Black Sesame SoC designs?

The IPs are intended to optimize on-chip connectivity, improve data movement, reduce wire congestion, and speed place-and-route efficiency for automotive SoCs.

Does the announcement state when Black Sesame first used Arteris technology?

Yes, Black Sesame has worked with Arteris since 2019, using an earlier version of FlexNoC in prior SoC designs.

Will the licensed Arteris IP support autonomous driving features in Black Sesame chips?

The announcement says the IP will be used to support SoCs and SoC-based solutions that deliver full-stack autonomous driving capabilities.

What product strengths did Arteris cite in the Dec. 2, 2025 announcement?

Arteris highlighted high-performance cache coherent systems, physical awareness, and functional safety as key features.

Does the release disclose financial terms or contract value for the AIP licensing deal?

No financial terms, contract value, or timing details were disclosed in the announcement.