Monday, June 28th 2021
Three Major Arm Licensees Endorse the NVIDIA Takeover
NVIDIA's $40 billion takeover of Arm Holdings plc from SoftBank, got a shot in the arm, as three major licensees of the IP came out in support of the bid. These include Broadcom, MediaTek, and Marvell Technology Group. This development is key for NVIDIA to fight the perception built up by a rival faction, that the democratized nature of the Arm IP would get lost if a chipmaker like NVIDIA owns it. This rival faction is primarily led by Qualcomm.
It's interesting to note the individual backers of the NVIDIA takeover. There is nothing but love between Broadcom and Qualcomm, especially after the former's failed bid to acquire the latter. MediaTek is a major smartphone and IoT SoC maker, dominating the low-cost and mainstream smartphone segments. Marvell is big in datacenter and storage IP. Each of the three are results of huge IP consolidation over the past decade.
The rival faction appears to be led predominantly by players who feel insecure by NVIDIA holding the Arm IP, as they probably fear the company would withhold cutting-edge development to itself, affecting the competitiveness of new-gen products of these companies. These companies are Qualcomm, possibly Apple (which just made a power move ditching Intel x64 for homebrew Arm chips); Samsung, which makes in-house Exynos SoCs for its Galaxy smartphones, and extensively uses Arm in its storage products; and others. Microsoft is among the big firms that voiced apprehensions over the NVIDIA bid.
Japan's SoftBank is eager to get rid of Arm from its holdings, and has even gone as far as to seek a $7.5 billion loan for itself that uses proceeds from the Arm sale as security.
Source:
Bloomberg
It's interesting to note the individual backers of the NVIDIA takeover. There is nothing but love between Broadcom and Qualcomm, especially after the former's failed bid to acquire the latter. MediaTek is a major smartphone and IoT SoC maker, dominating the low-cost and mainstream smartphone segments. Marvell is big in datacenter and storage IP. Each of the three are results of huge IP consolidation over the past decade.
Japan's SoftBank is eager to get rid of Arm from its holdings, and has even gone as far as to seek a $7.5 billion loan for itself that uses proceeds from the Arm sale as security.
48 Comments on Three Major Arm Licensees Endorse the NVIDIA Takeover
One man's genius is another man's idiot.
So no fff Nvidia, there is not one company they bought, that they didn't disappear into obscurity.
Softbank chew way more than what they could digest & then Covid stuck, I can't even imagine the losses due to that :slap:
I'm an ARM fan in this debate Ty, no need to ask your allegiance.
You may want to take it to pms before you get the thread locked.