The United States has spent 273.3 billion yuan! Another semiconductor “leader” born?

On September 13, according to people familiar with the matter, Softbank group of Japan is close to reaching an agreement to sell its British chip design company arm to NVIDIA at a transaction price of US $40 billion. US media previously said that if the deal is concluded, it will become the largest acquisition in the history of semiconductor, and NVIDIA can also become another leading giant in the semiconductor industry. < / P > < p > the largest acquisition in semiconductor history needs to be traced back to 2016. At that time, due to the importance of arm’s dominant position in the smartphone market and its huge market potential, Japan’s Softbank group, which has strong financial resources, bought arm for us $32 billion. < / P > < p > back to 2020, due to the declining valuation of 47 of the 88 enterprises invested heavily, Softbank group’s financial report in 2019 shows that the company has set a record of 1.4 trillion yen. Therefore, Softbank has to “sell” to tide over the difficulties, and arm is one of the “sell” of Softbank. < / P > < p > it is understood that arm is the world’s largest supplier of chip architecture. There are more than 500 chip customers in the world. 95% of the world’s smart phones use chips based on its architecture. Many technology giants, including apple, are using arm’s instruction set. Not long ago, Apple announced at its developers’ conference that it will convert its notebook computers to arm architecture. It is no exaggeration to say that arm has almost monopolized the IP field and is a well deserved giant in this field. < / P > < p > the background of arm is not small, and so is the acquirer NVIDIA. It is reported that NVIDIA is currently the world’s largest independent GPU supplier and the leader of AI chip market. In recent years, NVIDIA has been one of the best performing stocks on Wall Street. In addition, NVIDIA has always been a long-term partner of arm, in its development of many programs, there is the shadow of arm. < / P > < p > it is worth mentioning that at the beginning of July this year, NVIDIA’s share price reached a new high, once surpassing the old giant Intel to become the most valuable chip company in the United States, with a market value of about $251.3 billion. Data show that in the past five years, NVIDIA’s share price has surged by 1900%. It can be said that NVIDIA has become a strong “new force” in the semiconductor field. If the deal is concluded, NVIDIA will go further. < / P > < p > although the acquisition of arm has many advantages for NVIDIA, it is not easy to acquire arm smoothly. The British opposition party, the labor party, first jumped out to oppose it. There are three main reasons why the labor party opposes it. < / P > < p > first, NVIDIA’s acquisition of arm will lead to the outflow of jobs in the UK. It is reported that arm has 6000 employees around the world, of which 3000 are in the UK. In 2011, NVIDIA acquired icera, a British technology company headquartered in Bristol, for us $367 million. Although the acquisition was unsuccessful, it indirectly led to the dismissal of more than 300 British employees. < / P > < p > Second, the “change of ownership” of industry leaders is not conducive to the development of domestic science and technology industry. Dominic Cummings, chief adviser to the British Prime Minister, disclosed in an email that the British government is seeking to build a British technology company with a market value of more than $1 trillion, and arm, as a powerful technology company in the country, is undoubtedly one of the “best candidates”. Third, it is not conducive to the expansion of arm’s market share. If arm is acquired by US companies, it will be subject to CFIUS regulations – the US can decide to sell arm products to those overseas companies. Herman Hauser, co-founder of arm, also expressed similar concerns. Many companies authorized by arm are competitors of NVIDIA. Once the acquisition is completed, these competitors are likely to give up arm and choose other alternative products. < / P > < p > generally speaking, although the acquisition of arm can boost NVIDIA to become a new generation leader in the semiconductor industry, judging from the current situation, whether the acquisition can be finally achieved has not yet been decided. Iqoo5 series debut strength interpretation of “120 super full mark flagship”