Xavier Zepherious
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oh really then every phone and tablet will primarily be Nvidia licensing thru Nvidia will be pricy and tough 3rd largest semiconductor company going on to be even bigger???? https://wccftech.com/arm-the-british-chip-designer-may-be-acquired-by-nvidia/ ARM, the British silicon ship designer backed by SoftBank, has long been the subject of speculative interest. Today, that interest has reached a fever pitch amid reports that NVIDIA ( NASDAQ:NVDA 417.55 1.07%) is exploring the possibility of acquiring the UK-based chip designer. According to the reporting by Bloomberg, NVIDIA has approached SoftBank, ARM’s parent company, regarding a possible takeover deal. Nonetheless, as the talks are currently in a preliminary stage, other bidders might emerge as well. If ARM were to be purchased, it would constitute one of the chip industry’s largest acquisitions. However, any potential deal will not be a walk in the park. Along with the usual hurdles associated with a deal of such magnitude, regulatory glare may prove to be a stumbling block. Finally, ARM’s existing customers may try to block the acquisition or demand assurances regarding equal access to ARM’s technology. Moreover, on the 4th of May, NVIDIA declared that it was buying the open networking software company, Cumulus Networks, for an undisclosed amount. NVIDIA shares have risen by around 76 percent in 2020, allowing the company to briefly eclipse Intel’s market cap a few weeks back. The single most powerful tailwind for NVIDIA shares is the euphoria surrounding the anticipated release of the latest iteration of gaming consoles later this year. Analysts expect this development to unleash a GPU upgrade supercycle. It is also benefiting from the booming demand for data centers and AI applications.
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Sajin
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/22 17:53:20
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Wow. Nvidia must have a lot of dough put back.
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MasterMiner
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/22 18:26:12
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I doubt the EU would allow that. Nor China.
Believe it or not - both have the power to stop that from happening.
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Xavier Zepherious
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/22 18:48:08
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other Nvidia news Overclocking.com: AugustAccording to Overclocking.com, NVIDIA would launch GeForce RTX 30 series in August. It would be a limited quantity launch with a focus on the Founders Edition model first. Custom graphics cards based on Ampere architecture would arrive in September. The site claims that they double-sourced this information. We have reached out to the author of the story for more information and based on what we were told, it does seem credible. ITHome, Igor’s Lab, MLID: SeptemberBased on previous reports, NVIDIA was rumored to unveil its GeForce RTX 30 Series graphics cards in September. The Chinese website ITHome even provided a possible launch date of September 17th. We were unable to confirm this information, but we too heard September as possible announcement month for the series. The YouTuber Moore’s Law Is Dead is also claiming that the GeForce RTX 30 series would launch in September. It is also worth reminding that Igor’s Lab also pointed at a possible mass production start in August, with media events and reviews expected in September. This was based on a long-established production scheduled for GeForce graphics cards.
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rjohnson11
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/22 22:55:35
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Since NVIDIA wants to expand more into the enterprise environment this acquisition makes sense.
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Z.PricyWolf
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/22 22:59:19
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wccftech
Finally, ARM’s existing customers may try to block the acquisition or demand assurances regarding equal access to ARM’s technology.
 - see also - TSMC Announces Intention to Build and Operate an Advanced Semiconductor Fab in the United States 2020/05/15 www.tsmc.com/tsmcdotcom/PRListingNewsArchivesAction.do?action=detail&newsid=THGOANPGTH&language=E twitter＠Fukadamoe pbs.twimg.com/media/ELdi7PJVAAA29Ih?format=png TSMC, PANASONIC ( ARM, SHARP ) pbs.twimg.com/media/EV_UoeqUwAAt_zr?format=jpg Face-Map. non-English
post edited by Z.PricyWolf - 2020/07/22 23:09:17
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random_matt
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/22 23:36:45
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MasterMiner
I doubt the EU would allow that. Nor China.
Believe it or not - both have the power to stop that from happening.
Blockage will be done by the UK Government if needed, China has zero chance and EU can do jack.
post edited by Sajin - 2020/07/23 00:14:43
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Xavier Zepherious
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 00:16:20
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i can see samsung and Nvidia striking a deal on ARM and fab pricing if this goes thru
heaven knows you could see Nvidia merging with Samsung No 2 and Nvidia 3 merging to becoming top semiconductor manufacturer
if Nvidia keeps on making huge $$$ and gains this could happen
then you get Nvidia shield in Nvidia TV's and Nvidia monitors and Nvidia having their own FAB
their own ram and SSD's
oh man that could be ominous
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knightsilver
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 01:28:32
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With all the BS with Channa and the US this passed year, I too could see the EU and China put a stop to Nvidia. If Nvidia is able to buy ARM, were all screwed......
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rjohnson11
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 01:42:03
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knightsilver
With all the BS with Channa and the US this passed year, I too could see the EU and China put a stop to Nvidia. If Nvidia is able to buy ARM, were all screwed......
I don't see any type of anti-competitive issues with such an acquisition
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Brad_Hawthorne
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 02:38:30
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My guess Apple would like to throw a wrench into that to sabotage that option. Apple uses ARM in everything shortly and doesn't play well with Nvidia.
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Hoggle
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 09:45:15
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I think it could also be because of self driving cars and the chips that will be needed to power them. Automobiles getting more smarts built into them clearly is a market that will take off and I could see NVIDIA's work in 3d computer graphics being of interest in that market.
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Cool GTX
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 13:54:55
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interesting move if Nvidia acquires them
curious if other bidders materialize & drive the price to a point that the deal does not make sense to Nvidia
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MasterMiner
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 15:37:49
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random_matt
MasterMiner
I doubt the EU would allow that. Nor China.
Believe it or not - both have the power to stop that from happening.
Blockage will be done by the UK Government if needed, China has zero chance and EU can do jack.
Both can reject the deal and render it lawless in their jurisdiction. Mergers and acquisitions must get EU and China agreements all the time or be shut out of the markets and lose access to WTO courts. America is in for a rude wakeup call. People truly don’t understand how the global system of trade actually works.
I used to mine. Now I compute.
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MadmanRB
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/23 19:51:18
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rjohnson11
I don't see any type of anti-competitive issues with such an acquisition
Perhaps but ARM is also a lisense and nvidia is super greedy
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kougar
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/24 13:46:58
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NVIDIA is one of the few companies that only buys up stuff when it fits into their narrow focus. They won't buy ARM unless they have a very good reason to do so. Apple has more of a reason to do so, but considering they design their own smartphone SoCs I don't see them buying ARM either. Softbank just wants to cash out because they know there will be red on their balance sheets they will need the cash to cover.
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Hoggle
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/25 02:40:33
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kougar
NVIDIA is one of the few companies that only buys up stuff when it fits into their narrow focus. They won't buy ARM unless they have a very good reason to do so. Apple has more of a reason to do so, but considering they design their own smartphone SoCs I don't see them buying ARM either. Softbank just wants to cash out because they know there will be red on their balance sheets they will need the cash to cover.
They have made some purchases that really didn't seem like the focus like buying PhysX. Of course at the time they thought it was going to be widely used.
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Brad_Hawthorne
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/26 01:55:28
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ARm is a patent portfolio. Whoever buys them are buying them for patent rights and licensing profits.
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MasterMiner
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/26 07:37:30
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Brad_Hawthorne
ARm is a patent portfolio. Whoever buys them are buying them for patent rights and licensing profits.
That’s what makes them so difficult to acquire. If they move forward without the buy in of the EU or China - or even worse over explicit objections - they will, de facto, lose their ip rights in those jurisdictions.
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kougar
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/07/26 12:29:42
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Hoggle
They have made some purchases that really didn't seem like the focus like buying PhysX. Of course at the time they thought it was going to be widely used.
True, but it's the exception rather than the rule. Look at Intel, they spend billions every year on acquisitions and the majority of it goes nowhere. Some years it's up to $20B if you add all the acquisitions together. For example Omni-path... Intel poleaxed its omni-connector Xeons this year, after first introducing them in 2015. Nevermind $15.3 billion for MobilEye in 2017, which has better odds of going bust like all the other market buy-ins Intel has tried so far. Don't forget that cool $7.68 billion for McAfee back in 2010, or a mobile app Moovit for $900m... Intel soaks up an average three companies every single year and the total is always in the billions range. Meanwhile, NVIDIA simply bought Mellanox and used it to deliver the DGX A100 systems today. 
Have water, will cool.
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Xavier Zepherious
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/08/05 10:11:54
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ARM Becomes the Focal Point of a Growing Bidding War as TSMC and Foxconn Jump Into the Fray SoftBank representatives have purportedly approached several key players in the tech space for a possible sale of the British chip designer. To date, NVIDIA ( NASDAQ:NVDA 450.99 0.42%), TSMC ( NYSE:TSM 82.26 2.58%), Foxconn, Apple ( NASDAQ:AAPL 437.24 -0.32%), Qualcomm ( NASDAQ:QCOM 110.78 -0.15%), and Samsung have contemplated ARM’s acquisition. Some companies – including NVIDIA, TSMC, and Foxconn – have even received additional financial information in order to assist them in evaluating ARM’s prospects. However, as per the recent reports, Apple has stepped away from the negotiating table. Moreover, according to Reuters, Samsung has also declined to invest in ARM. This leaves NVIDIA at the forefront of the negotiating table, followed by TSMC and Foxconn. https://wccftech.com/arm-becomes-the-focal-point-of-a-growing-bidding-war-as-tsmc-and-foxconn-jump-into-the-fray/
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Brad_Hawthorne
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/08/05 12:05:29
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My money is on either Samsung or Apple grabbing it.
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Brad_Hawthorne
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/08/05 12:06:59
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What is not being said is how this'll effect cheap SOCs like Raspberry Pi. I could imagine anyone who buys ARM will jack up the pricing. No more $5 Raspberry Pi Zeros for you.
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Xavier Zepherious
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/08/15 06:23:40
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rjohnson11
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/08/15 07:42:49
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I think Softbank will sell pieces of ARM to various companies
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kougar
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/08/15 20:31:56
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rjohnson11
I think Softbank will sell pieces of ARM to various companies
There was a lot of interest in this exact thing. Reportedly 2-3 companies wanted small stakes in ARM, but not the entire controlling stake as that would cause too many problems.
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Xavier Zepherious
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/09/12 16:02:51
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NVIDIA Should Finish Arm Acquisition By Next Week For Roughly $40 Billion Graphics processing unit (GPU) designer NVIDIA Corporation ( NASDAQ:NVDA 486.58 -1.20%) is in the final stages of its acquisition of British chip house Arm technologies reports the Wall Street Journal. The deal is now valued at $40 billion, a drop from earlier reports that claimed that Softbank's C.E.O Masayoshi Son was demanding roughly $52 billion for the chip designer. NVIDIA and Arm have been conducting exclusive talks for the acquisition over the course of the past few weeks, and The Journal's sources are hopeful that the matter might reach a close as soon as next week, provided that the talks do not fall through. The transaction will be valued in-between $40 billion - $45 billion, believe the sources, and NVIDIA will pay in both cash and in stock. NVIDIA had roughly $11 billion in cash, which increased to $15 billion at the end of its first quarter. By acquiring Arm, NVIDIA will be able to drastically expand the scope of its current operations. While currently the company designs and sells GPUs for personal computers, enterprise application and automotive customers, by bringing the chip design house under its wing, NVIDIA will be able to target the vast smartphone and Internet of Thing (IoT) market – in addition to gaining access to Arm's critical competencies of designing central processing units (CPUs) for servers. Through combining these CPUs with its GPUs, NVIDIA will be able to provide its customers with a one-stop holistic solution that will enable the company to push its highly performant GPUs to potential new customers and increase market penetration as a result of this. https://wccftech.com/nvid...cquisition-40-billion/
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Sajin
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/09/12 16:14:26
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Xavier Zepherious
NVIDIA Should Finish Arm Acquisition By Next Week For Roughly $40 Billion
Graphics processing unit (GPU) designer NVIDIA Corporation (NASDAQ:NVDA 486.58 -1.20%) is in the final stages of its acquisition of British chip house Arm technologies reports the Wall Street Journal. The deal is now valued at $40 billion, a drop from earlier reports that claimed that Softbank's C.E.O Masayoshi Son was demanding roughly $52 billion for the chip designer.
NVIDIA and Arm have been conducting exclusive talks for the acquisition over the course of the past few weeks, and The Journal's sources are hopeful that the matter might reach a close as soon as next week, provided that the talks do not fall through. The transaction will be valued in-between $40 billion - $45 billion, believe the sources, and NVIDIA will pay in both cash and in stock.
NVIDIA had roughly $11 billion in cash, which increased to $15 billion at the end of its first quarter.
By acquiring Arm, NVIDIA will be able to drastically expand the scope of its current operations. While currently the company designs and sells GPUs for personal computers, enterprise application and automotive customers, by bringing the chip design house under its wing, NVIDIA will be able to target the vast smartphone and Internet of Thing (IoT) market – in addition to gaining access to Arm's critical competencies of designing central processing units (CPUs) for servers.
Through combining these CPUs with its GPUs, NVIDIA will be able to provide its customers with a one-stop holistic solution that will enable the company to push its highly performant GPUs to potential new customers and increase market penetration as a result of this.
https://wccftech.com/nvid...cquisition-40-billion/
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ty_ger07
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/09/12 18:16:14
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Oof. Bad news for consumers. There goes the thriving maker space.
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Xavier Zepherious
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Re: Arm – the British Chip Designer – May Be Acquired by NVIDIA
2020/09/13 03:34:02
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