SoftBank Group Corp. is nearing a deal to sell British chip designer Arm Holdings to Nvidia Corp. for more than $40 billion, according to people familiar with the matter, the latest in a series of big asset sales by the Japanese technology conglomerate.
The cash-and-stock deal being discussed would value Arm in the low $40 billions, the people said. The terms under discussion would mark a big win for SoftBank, which bought Arm four years ago for $32 billion and had struggled to jump-start growth in the business.
Arm and Nvidia have been in exclusive talks for several weeks and a deal could be sealed early next week, the people said — assuming it isn’t derailed at the last minute.
Arm designs microprocessors that power most of the world’s smartphones. By joining forces with Nvidia, the combined company would be a powerhouse in the chip industry.
Nvidia is a fast-growing industry player whose chips are used to run the intense calculations for graphics—and play a key role in videogaming, cloud-computing and other activities for which the coronavirus pandemic has stoked demand. That has sent its shares up more than 100% this year, making it the best-performing stock in the S&P 500 index.
Should a deal come together, it would be one of the largest transactions so far this year and potentially the largest semiconductor deal ever. Though business disruptions stemming from the pandemic have dented global deal volume, consolidation has kept up pace in the semiconductor industry as chip makers seek scale and expand their product portfolios to support the increasing number of everyday items that are connected to the internet. Such linkage is commonly referred to as the Internet of Things. Another of the year’s biggest deals was the $22 billion purchase of Maxim Integrated Products Inc. by fellow chip maker Analog Devices Inc.
A sale to Nvidia could prompt scrutiny from antitrust regulators and potentially pushback from Arm’s customers, which include major chip makers and electronics manufacturers such as Intel Corp., Samsung Electronics Co. and Apple Inc.
The Wall Street Journal reported in July that SoftBank was exploring options for Arm including a full or partial sale or an IPO. Arm had said it planned to transfer two Internet of Things services units into new entities that would be owned and operated by SoftBank as part of a move to focus on its core semiconductor-Ip business. It later reversed course on that move, saying it would instead keep the operations in-house.
SoftBank, for its part, had been under pressure to shore up its flagging stock price and promised some $40 billion in asset disposals. Most or all of that is already under way or completed and its shares are up more than 20% this year. Among the sales: big chunks of its holdings in China’s Alibaba Group Holding Ltd. and T-Mobile US Inc. following the wireless provider’s merger with Sprint Corp.
SoftBank has also purchased options tied to around $50 billion worth of individual tech stocks this year. The sheer size of the bet has had an outsize effect on the overall stock market, driving prices higher, the Journal has reported.
At SoftBank, Chief Executive Masayoshi Son has been working with a small team to negotiate the Arm deal including the chief executive of the chip company, Simon Segars, Chief Financial Officer Yoshimitsu Goto, as well as Rajeev Misra, CEO of the firm’s giant Vision Fund, and Akshay Naheta, another executive at the fund.
【在special0712（special0712）的大作中提到：】 ：SoftBank Group Corp. is nearing a deal to sell British chip designer Arm ：Holdings to Nvidia Corp. for more than $40 billion, according to people ：familiar with the matter, the latest in a series of big asset sales by the ：Japanese technology conglomerate. ：The cash-and-stock deal being discussed would value Arm in the low $40 ：billions, the people said. The terms under discussion would mark a big win ：for SoftBank, which bought Arm four years ago for $32 billion and had ：struggled to jump-start growth in the business. ：Arm and Nvidia have been in exclusive talks for several weeks and a deal ：could be sealed early next week, the people said — assuming it isn’t ：..........
SoftBank Group Corp. is nearing a deal to sell British chip designer Arm
Holdings to Nvidia Corp. for more than $40 billion, according to people
familiar with the matter, the latest in a series of big asset sales by the
Japanese technology conglomerate.
The cash-and-stock deal being discussed would value Arm in the low $40
billions, the people said. The terms under discussion would mark a big win
for SoftBank, which bought Arm four years ago for $32 billion and had
struggled to jump-start growth in the business.
Arm and Nvidia have been in exclusive talks for several weeks and a deal
could be sealed early next week, the people said — assuming it isn’t
derailed at the last minute.
Arm designs microprocessors that power most of the world’s smartphones. By joining forces with Nvidia, the combined company would be a powerhouse in
the chip industry.
Nvidia is a fast-growing industry player whose chips are used to run the
intense calculations for graphics—and play a key role in videogaming, cloud-computing and other activities for which the coronavirus pandemic has
stoked demand. That has sent its shares up more than 100% this year, making it the best-performing stock in the S&P 500 index.
Should a deal come together, it would be one of the largest transactions so far this year and potentially the largest semiconductor deal ever. Though
business disruptions stemming from the pandemic have dented global deal
volume, consolidation has kept up pace in the semiconductor industry as chip makers seek scale and expand their product portfolios to support the
increasing number of everyday items that are connected to the internet. Such linkage is commonly referred to as the Internet of Things. Another of the
year’s biggest deals was the $22 billion purchase of Maxim Integrated
Products Inc. by fellow chip maker Analog Devices Inc.
A sale to Nvidia could prompt scrutiny from antitrust regulators and
potentially pushback from Arm’s customers, which include major chip makers and electronics manufacturers such as Intel Corp., Samsung Electronics Co.
and Apple Inc.
The Wall Street Journal reported in July that SoftBank was exploring options for Arm including a full or partial sale or an IPO. Arm had said it planned to transfer two Internet of Things services units into new entities that
would be owned and operated by SoftBank as part of a move to focus on its
core semiconductor-Ip business. It later reversed course on that move,
saying it would instead keep the operations in-house.
SoftBank, for its part, had been under pressure to shore up its flagging
stock price and promised some $40 billion in asset disposals. Most or all of that is already under way or completed and its shares are up more than 20% this year. Among the sales: big chunks of its holdings in China’s Alibaba
Group Holding Ltd. and T-Mobile US Inc. following the wireless provider’s
merger with Sprint Corp.
SoftBank has also purchased options tied to around $50 billion worth of
individual tech stocks this year. The sheer size of the bet has had an
outsize effect on the overall stock market, driving prices higher, the
Journal has reported.
At SoftBank, Chief Executive Masayoshi Son has been working with a small
team to negotiate the Arm deal including the chief executive of the chip
company, Simon Segars, Chief Financial Officer Yoshimitsu Goto, as well as
Rajeev Misra, CEO of the firm’s giant Vision Fund, and Akshay Naheta,
another executive at the fund.
INTEL要完蛋
Arm 是目前少有的公开表态至少不嫌弃愿意合作华为的公司。但是虽然总部在欧洲，但是和丰田等这些公司一样，美国是第二中心有极大的话语权。
未来3-5年内的最佳投资是半导体产业。今后的各种技术发展几乎都无一例外绝对依赖
芯片，这一趋势近两年来越发明显了。
川普当选后，连同台积电等垄断企业基本逐渐都归美国控制了。华为，海思，中芯国际基本是否破产完全取决于美国的态度。
美国未来对芯片产业的控制使得美国再次辉煌，赢得各种冷战。
没有了芯片，一夜回到解放前。芯片之争在未来将远胜过石油之战。这就是川普下个4
年的战略之一。
关于这个话题回头我详细写一个。欢迎大家一起讨论。
【在special0712（special0712）的大作中提到：】
：SoftBank Group Corp. is nearing a deal to sell British chip designer Arm
：Holdings to Nvidia Corp. for more than $40 billion, according to people
：familiar with the matter, the latest in a series of big asset sales by the
：Japanese technology conglomerate.
：The cash-and-stock deal being discussed would value Arm in the low $40
：billions, the people said. The terms under discussion would mark a big win
：for SoftBank, which bought Arm four years ago for $32 billion and had
：struggled to jump-start growth in the business.
：Arm and Nvidia have been in exclusive talks for several weeks and a deal
：could be sealed early next week, the people said — assuming it isn’t
：..........
下一步nvda膝盖斩？
为什么
Arm一直是intel’s competitor.
难道nvda有能力整个arm架构完全可以替代x86, 既使性能行，生态系统也不容易建立。Intel无敌，做死的是自己，这几年，缺少有远见的产品
【 在 majiaabc(青蛙钓鱼啦) 的大作中提到: 】
: INTEL要完蛋
don't mind if t pumpers pump up NVDA much much more
he he
SoftBank is damn lucky
中国政府会批准这个并购吗，还是不需要中国批准？
arm生态已经足够
比如果子macOS转arm，系统里就没intc什么事了
x86已经是夕阳产业
server端转arm很多公司在做
现在不过雷声大雨点小
其实女大已经有arm产品线
不知道合并arm后，对自身产品线有什么帮助
目前看来女大想走cpu+gpu+networking整合路线
还是想攻data center这一块大蛋糕
如果整合，效率绝对比现在高
特别是女大在行的AI计算，cpu已处于次要地位，arm顶上刚好补上这个短板
合并整合后，绝对是怪兽级别的
不仅intc药丸，amd也药丸
这三家本来就是三角恋关系，都有自己的cpu/gpu产品线
现在女大做cpu，intc做gpu就是弥补自己的短板
不过arm不是赔钱货吗
softbank养了这么多年，据说每年都亏钱
不知道怎么管理的。。。
【 在 microdsp (micro) 的大作中提到: 】
: 为什么
: Arm一直是intel’s competitor.
: 难道nvda有能力整个arm架构完全可以替代x86, 既使性能行，生态系统也不容易建立。
: Intel无敌，做死的是自己，这几年，缺少有远见的产品
好。ARM离死不远了
苹果的macbook要用arm, 效果如何如果末定，如果dell hp lenovo 用ARM，Intel才会
担心。
至于arm server, 据说amazon用上了自己的产品，只能说蒙上脸把炮打完，若msft也用了，才有说服力，msft是贵族，amazon是暴发户。并且amd的股价也侧面说明arm
server没有作为。
Nvda用arm十几年了，记得从netbook, 玩来玩去就到平板，什么时候能有notebook or desktop的工板，intel才会担心。
Wintel至少还有十年。从股票角度，什么时候减少分红，才能说明x86统治地位受到挑
战。
传说中的量子计算机才是x86的劲敌。
【 在 plff(bbb) 的大作中提到: 】
: arm生态已经足够
: 比如果子macOS转arm，系统里就没intc什么事了
: x86已经是夕阳产业
: server端转arm很多公司在做
: 现在不过雷声大雨点小
: 其实女大已经有arm产品线
: 不知道合并arm后，对自身产品线有什么帮助
: 目前看来女大想走cpu gpu networking整合路线
: 还是想攻data center这一块大蛋糕
: 如果整合，效率绝对比现在高
: ...................
“并且amd的股价也侧面说明arm server没有作为”
LOL
2块买amd的人都钻疯了吧
如果不是因为amd在server上蚕食intc市场分额，amd有今天股价？
pe都快200了，还不够高？
闭着眼睛也不能乱说啊
wintel确实不会死
但如果吃老本，股价也就这样了
你看intc股价这么多年没涨，就知道了
dell/hp就算不用arm又能说明什么？
pc已是夕阳产业
股价上上下下已经和这个行业无关了
arm（server，data center，物联网等）或者开源RISC-V才是行业关注点
【 在 microdsp (micro) 的大作中提到: 】
: 苹果的macbook要用arm, 效果如何如果末定，如果dell hp lenovo 用ARM，Intel才会
: 担心。
: 至于arm server, 据说amazon用上了自己的产品，只能说蒙上脸把炮打完，若msft也用
: 了，才有说服力，msft是贵族，amazon是暴发户。并且amd的股价也侧面说明arm
: server没有作为。
: Nvda用arm十几年了，记得从netbook, 玩来玩去就到平板，什么时候能有notebook
or
: desktop的工板，intel才会担心。
: Wintel至少还有十年。从股票角度，什么时候减少分红，才能说明x86统治地位受到挑
: 战。
: 传说中的量子计算机才是x86的劲敌。
: ...................
高通尝试做arm server不是黄了吗？连部门都裁了. RISC挑战CISC纯拼性能还是不行. Nvda股价这么牛主要还是占了AI自动驾驶的光，否则光那个pc上的gpu还是要死不活的
。intel 也在发力自动驾驶，三年前收购的Mobileye是ADAS的第一品牌，市占7成以上
。现在intel pe才9，绝对是被低估了
LOL
玩股票活该有人亏钱
女大这几年股价表现全来自data center
自动驾驶贡献零头都不到
如果自动驾驶，女大股价要上千的
就算铁丝继续采用女大的自动驾驶解决方案，那个走量几乎可以忽略不计
INTC收购mobileye也就是玩玩罢了，这个阶段，谁指望自动驾驶赚钱？
【 在 zibao (友谊花开万里香) 的大作中提到: 】
: 高通尝试做arm server不是黄了吗？连部门都裁了. RISC挑战CISC纯拼性能还是不行.
: Nvda股价这么牛主要还是占了AI自动驾驶的光，否则光那个pc上的gpu还是要死不活的
: 。intel 也在发力自动驾驶，三年前收购的Mobileye是ADAS的第一品牌，市占7成以上
: 。现在intel pe才9，绝对是被低估了
屁用，中国不会批准的。上次NVDA收购Mellanox在中国等了一年多才被批准。ARM是华
为海思芯片用的底层架构，中国肯定不会批准的.
我以为你看懂了我的逻辑，AMD server是占走了intel的份额，但用的是x86. 也就是
arm server 不给力，否则两家份额都减少。
P C 在commercial 还是刚刚的，最近你在家工作，不会告诉我你是用手机和平板吧。
回到主题，不认为nvda收购arm, intel会有什么影响。
【 在 plff(bbb) 的大作中提到: 】
: “并且amd的股价也侧面说明arm server没有作为”
: LOL
: 2块买amd的人都钻疯了吧
: 如果不是因为amd在server上蚕食intc市场分额，amd有今天股价？
: pe都快200了，还不够高？
: 闭着眼睛也不能乱说啊
: wintel确实不会死
: 但如果吃老本，股价也就这样了
: 你看intc股价这么多年没涨，就知道了
: dell/hp就算不用arm又能说明什么？
: ...................
Mac要转到ARM架构了，Mac大约占个人机市场的9%左右。这个先例一开，后来会发生什
么很难说。微软最近一直在尝试使用ARM。
【 在 microdsp (micro) 的大作中提到: 】
: 我以为你看懂了我的逻辑，AMD server是占走了intel的份额，但用的是x86. 也就是: arm server 不给力，否则两家份额都减少。
: P C 在commercial 还是刚刚的，最近你在家工作，不会告诉我你是用手机和平板吧。
: 回到主题，不认为nvda收购arm, intel会有什么影响。
:
: “并且amd的股价也侧面说明arm server没有作为”
:
: LOL
:
: 2块买amd的人都钻疯了吧
:
: 如果不是因为amd在server上蚕食intc市场分额，amd有今天股价？
:
: pe都快200了，还不够高？
:
: 闭着眼睛也不能乱说啊
: ...................
我也觉得天朝肯定不批，除非中美能达成某种和解。至少华为被解禁之前，不可能批的。Nvidia和arm也不太可能退出中国市场。
【 在 betaking (betaking) 的大作中提到: 】
: 屁用，中国不会批准的。上次NVDA收购Mellanox在中国等了一年多才被批准。ARM是华
: 为海思芯片用的底层架构，中国肯定不会批准的.
天朝sb了才批，这不是自己卡自己脖子么。不知道天朝在并购案中有没有话语权
【 在 digua (姚之FAN) 的大作中提到: 】
: 我也觉得天朝肯定不批，除非中美能达成某种和解。至少华为被解禁之前，不可能批的
: 。Nvidia和arm也不太可能退出中国市场。
是啊。话语权是有的，这么大的公司合并需要天朝批准，否则不能在天朝销售产品。贸易战刚开张的时候，天朝就是拖着没批高通合并NXP，把交易拖黄了，最后高通赔了NXP二十亿美元。
【 在 lanyin0314 (蓝音) 的大作中提到: 】
: 天朝sb了才批，这不是自己卡自己脖子么。不知道天朝在并购案中有没有话语权