In September last year, NVIDIA announced the acquisition of arm with us $40 billion. This transaction not only sets a record of semiconductor acquisition amount in recent years, but also has great influence, which may change arm's position in IP licensing.
At present, NVIDIA has submitted to the United States, Europe and other countries and regions for review. Recently, it has also proposed permission to the domestic market regulatory authorities. Whether China will approve NVIDIA's acquisition of arm will determine the success or failure of this transaction.
Despite NVIDIA CEO Huang Renxun's optimism about getting clearance from various countries,I don't think the regulators will veto their deal, but the impact of this acquisition is too big, and it may still lead to the failure of the deal.
If arm can't be sold, Softbank, the parent company, has the option of IPO, which can ensure that arm will continue to be neutral and get more capital.
Once arm chooses to go public, companies such as Qualcomm will participate in the investment. Mr. Amun, the incoming CEO of Qualcomm, said a few days ago,
This announcement by Qualcomm may bring more possibilities to NVIDIA's acquisition of arm. After all, arm is too important. The inclusion of NV has aroused concerns of large technology giants such as Qualcomm, Google and Microsoft. It is a good choice for everyone to invest in arm collectively.