Recently, a big thing can be said to have happened in the semiconductor field, as we all know, before Nvidia was ready to acquire ARM, ready for the largest semiconductor acquisition in history. However, this willing acquisition did not get permission from international regulators.
Recently, this protracted acquisition that lasted for more than half a year finally came to an end, and Nvidia publicly and officially confirmed that it abandoned the acquisition of ARM, which means that the acquisition officially ended in failure. For the failure of this acquisition, some people think that Huawei HiSilicon can finally rest assured, so why is there such a statement?
Just as the so-called several joys and several sorrows, the failure of this acquisition, Huawei HiSilicon can rest assured, but ARM's life is not good, after all, SoftBank will choose to sell ARM, and even prepared a second plan such as IPO listing, proving that SoftBank may not be able to afford ARM at present, so how will ARM's future road go?
The ARM acquisition failed utterly
On February 8, Japan's SoftBank Group publicly admitted that it has terminated the sale of the British ARM to the United States Nvidia, the reason why there will be such a regrettable end, SoftBank Group also said that this is because the United States, the United Kingdom and other international regulators failed to approve, did not expect Nvidia to acquire ARM This acquisition will be so strongly opposed by global companies.
SoftBank's statement also proves that Nvidia's abacus of acquiring ARM has completely failed, and this acquisition case has completely failed, and the result of the final failure of this acquisition is indeed not a good news for the parties, but for Huawei HiSilicon, it is not necessarily.
Huawei HiSilicon is happy to mention good news
Why is NVIDIA's failed acquisition of ARM a good news for Huawei HiSilicon? This is actually very easy to understand, first of all, NVIDIA and ARM are very strong semiconductor companies, if successful acquisition, then it can be said that it is a strong combination, which will undoubtedly greatly enhance the strength of NVIDIA Semiconductor.
The importance of the acquisition of ARM to NVIDIA is self-evident, although NVIDIA CEO Huang Jenxun said that Nvidia is not necessary to acquire ARM, but this may be a bit of a dead duck mouth hard feeling, in the face of the failure of the transaction, Huang Jenxun has repeatedly publicly optimistic about ARM, believing that ARM "will become the most important CPU architecture in the next decade." Judging from Huang Jenxun's statement, it may be a little regrettable.
In short, the acquisition of ARM, undoubtedly can greatly enhance the semiconductor strength and market competitiveness of Nvidia, and Huawei HiSilicon is actually a semiconductor company, and now that NVIDIA's acquisition has failed, NVIDIA's semiconductor strength is unlikely to be greatly enhanced at present, alleviating the development threat of Huawei HiSilicon.
In addition, as we all know, although Huawei HiSilicon can already be based on the RISC-V instruction set architecture in chip research and development, it is a little unlikely that Huawei has used the ARM architecture for so long. If ARM is really acquired by the American company Nvidia, can the ARM architecture remain open source as always in the future? Will ARM be free to license this architecture to Huawei in the future? As far as the american nature is concerned, this may be difficult to say.
Therefore, this is far from schadenfreude, the failure of this acquisition is indeed a solid good news for Huawei HiSilicon, and Huawei HiSilicon can indeed rest assured. Let's go back and see that ARM was not acquired by NVIDIA in the end, and SoftBank could not have been raised all the time. So, where does the future of ARM go?
Where does ARM go from here?
In fact, to talk about the future development of ARM, I am afraid that there is only one way to go public, but for now, ARM's listing should also have two possibilities. As we all know, ARM is a British company, according to the British side's thinking, it is hoped that ARM can be listed on the London Stock Exchange in the United Kingdom.
However, ARM was acquired by SoftBank, want to let ARM go to the listing, SoftBank also has the right to speak, according to SoftBank's idea, is to hope that ARM can be listed on the NASDAQ in the United States, after all, if listed on the NASDAQ in the United States, it can often achieve a greater valuation.
At present, many companies on the NASDAQ exchange in the United States can reach a trillion DOLLARs in valuation, while the valuation of the most valuable companies on the London Exchange in the United Kingdom is only 50 billion US dollars. So, why does the UK still want ARM to be listed on its own body? This is actually very easy to understand.
ARM is also a strong semiconductor company in the international market, there is such a strong reputation of the company listed on the British London Stock Exchange, then it is still likely to make the London Stock Exchange stock market rise sharply, with the London Exchange stock market rise, will bring a lot of economy to British enterprises and individuals, thereby benefiting the British local economy.
Of course, the company's listing does not stipulate that it can only be listed in one country and one stock market, so if ARM is listed in the future, it may not be impossible to list on the NASDAQ in the United States and London in the United Kingdom at the same time.
summary
Recently, a new news came, Nvidia's acquisition of ARM completely failed, the failure of the largest semiconductor acquisition in history, which means that Nvidia's semiconductor strength can not be further strengthened for the time being, which greatly reduces the market competition pressure of Huawei HiSilicon, and Huawei HiSilicon's heart hanging for more than half a year can finally be put down.
Of course, Japan's softbank will not give up, recently is in full swing to launch ARM's listing plan, the British way also seems to have a different view of this listing plan, in the future, ARM is to the United Kingdom or to the United States listing, ARM's future road to where to go?