Arbe Robotics is an Israeli fabless semiconductor company that designs 4D imaging radar chipsets for ADAS and autonomous vehicles. Arbe's core product is a proprietary chipset — comprising transmitter, receiver, and processor chips — that delivers 2,304 virtual channels, roughly 100x more resolution than traditional automotive radar. This resolution enables vehicles to detect stationary objects, pedestrians, and cyclists across all weather and lighting conditions, supporting autonomy levels from L2+ through L4, including hands-free and eyes-off driving. Arbe operates as a Tier-2 automotive supplier, selling chipsets to Tier-1 radar module manufacturers like Magna and HiRain, who then sell completed radar systems to OEMs. Arbe outsources chip manufacturing to GlobalFoundries, keeping capital intensity low and targeting gross margins of 50–60% at scale. The company is not yet in commercial-scale production; automotive revenue is expected to begin ramping in 2027–2028 as chipsets are designed into high-volume vehicle platforms. Near-term revenue comes from NRE fees and small-volume shipments, with non-automotive applications — defense, maritime, perimeter security, and smart infrastructure — expected to be the primary revenue driver in 2026, sold through partner Sensrad. Arbe also integrates with the NVIDIA DRIVE autonomous vehicle platform, providing visibility with a broad range of OEMs and robotaxi developers. R&D runs roughly $34–35M annually, and Arbe held $52M in net cash as of Q3 2025.