The recent sale of ARM, a British chip IP design company, has become a major event in the semiconductor industry. Previously, it was reported that Nvidia's negotiations to acquire ARM have entered an exclusive negotiation stage, and the exclusive period is expected to last for 30 to 45 days. The acquisition is expected to be completed by the end of this month.
According to foreign media, the acquisition amount may reach as high as 50 billion US dollars, equivalent to approximately 363.7 billion RMB. If this acquisition is completed, it will be the largest and most widespread acquisition in the semiconductor industry in recent years, as ARM is the world's largest mobile IP licensing company and an important partner of companies such as Apple, Samsung, Qualcomm, Huawei, MediaTek, etc. Controlling ARM will also have a profound impact on these companies.
NVIDIA has not responded positively to rumors of acquiring Arm, which have been ongoing for nearly a month.
However, at the financial report meeting this morning (August 20th), NVIDIA founder and CEO Huang Renxun responded for the first time to rumors of acquiring Arm, pouring cold water on this skyrocketing acquisition case.
Huang Renxun stated that so far, NVIDIA has had many collaborations with ARM, but has not yet proposed an acquisition plan.
We have always been a long-term partner of ARM, using ARM in many applications, whether it's autonomous driving or robot applications, as well as Nintendo's game controller switch. "Huang Renxun said," Recently, Nvidia has also brought accelerated computing Cuda to ARM. "He also said that a special feature of ARM architecture is its high efficiency and energy-saving, so there is room to expand to high-performance computing.
According to data disclosed by regulatory agencies this week, SoftBank holds approximately $220 million in equity in Nvidia based on last Friday's closing price.
Also in the previous fiscal quarter, NVIDIA stated that it had started full-scale production of its first GPU A100 based on its latest Ampere architecture for use in data centers. The Ampere architecture GPU chip for gaming will also be released later. In addition, NVIDIA will also hold an online virtual event for its GeForce gaming brand on September 1st.
During a conference call with analysts, Huang Renxun said, "Looking ahead to the next six months, I believe this will be the best half year in the gaming industry's history." Companies including Microsoft and Sony are expected to launch next-generation game console products in the second half of the year to welcome the upcoming holiday season.
In response to the decline in Nvidia's professional visualization and automotive departments during the pandemic, Nvidia's financial director Colette Kress said, "The decline in corporate demand and the closure of many offices worldwide have caused harm to sales, affecting multiple industries and sectors including automobiles, construction engineering, manufacturing, film and television, as well as oil and gas
Nvidia expects revenue to be $4.4 billion in the third quarter, a year-on-year increase of 46%, and operating expenses to be $1.54 billion, both higher than analysts' expectations.
