Nvidia收购Arm，再次延迟！

智通财经网2021-07-25

据报道，英伟达以 400 亿美元（290 亿英镑）的价格收购英国芯片巨头 Arm 的交易面临进一步延迟的风险，因为布鲁塞尔的竞争监管机构正在为夏季做准备，这引发外界猜测它可能被迫取消上市计划。另外，该交易的买方——美国无晶圆厂英伟达仍未向欧盟委员会提交文件。由于周一开始的欧盟暑假，那就意味着现在不太可能在 9 月之前完成交易。因为即使在监管机构收到申请后，仍有可能需要六个月或更长时间才能做出决定...

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精彩评论

云里梦里飞
2021-07-26
云里梦里飞
垄断吗？
hhyw
2021-07-26
hhyw
好事来的
- LunLun6767:
  👍
loon0406
2021-07-26
loon0406
Gg
超会嗷呜
2021-07-26
超会嗷呜
牛
Gary_2165
2021-07-26
Gary_2165
好
- 沂沂:
  OK
- 超会嗷呜:
  [微笑]
YourCFP
2021-07-26
YourCFP
企业卷入国际政治斗争了

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需要更多投资来扩展到数据中心和人工智能领域，而这作为上市公司是不可能的。\n本月早些时候，Segars 先生写道：“Arm 和 Nvidia 的合并比 IPO [首次公开募股] 更好。引领人工智能所需的投资水平将是前所未有的。”\nArm 总部位于剑桥，设计用于数十亿部智能手机的处理器，被视为芯片供应链的关键部分。\n上周，英国竞争与市场管理局向文化大臣奥利弗·道登提交了一份报告，内容是为了国家安全的利益是否应该阻止这笔交易。美国和中国的监管机构也在考虑这笔交易。政府发言人拒绝评论部长何时就监管机构的调查结果做出决定。\n英伟达和软银拒绝置评。\n分析师：英伟达收购Arm，成功希望不大\n随着英国政府在四月中宣布，计划以国家安全为由干预英伟达对Arm的收购。对此，花旗集团的分析师重新考虑了英伟达收购CPU和GPU开发人员的机会。观察家认为，既然Nvidia推出了自己基于Arm架构的数据中心CPU，那么获得批准购买Arm的可能性就大大降低了。\n英国数字秘书奥利弗·道顿（Oliver Dowden）周一发布了有关收购的公共利益干预通知（PIIN），并对拟议的收购和国家安全表示担忧。预计英国的反托拉斯调查将于7月底结束。\n据报道，道顿说：“在认真考虑了拟议中的Arm收购之后，我今天以国家安全为由发布了干预通知 。” “下一步，为帮助我收集相关信息，英国的独立竞争管理部门现在将就交易的影响编写一份报告，这将有助于做出进一步的决定。我们要支持蓬勃发展的英国科技产业，我们欢迎外国投资，但我们应该适当考虑此类交易对国家安全的影响。”\nArm以前是一家上市公司，现在由日本软银（SoftBank）拥有，但它仍然是一家纯粹的英国公司，在该国开发其技术。Arm将其CPU和GPU技术许可给所有相关方。\n许多人认为，一旦Nvidia获得对该公司的控制权，它将可能更改许可条款，这将影响在SoC和GPU市场上与Nvidia竞争的独立芯片设计人员。\nNvidia的首席执行官Jensen Huang则发誓，要保留Arm的英国总部，甚至扩大其在英国的覆盖范围，并使Arm的技术可供所有人使用。Nvidia负责人预计 ，这笔交易将在2022年完成。\nNvidia与软银之间的交易价值近400亿美元，目前尚未获得美国，英国，欧盟，中国，日本和韩国的各种反托拉斯机构的批准。同时，人们普遍认为，没有任何监管机构或Arm客户希望Nvidia接管CPU和GPU IP供应商，因为这将极大地增加Nvidia对数百家公司甚至国际项目的影响力，例如欧洲百亿亿次超级计算机的开发。\n考虑到英伟达收购Arm的所有可能的反对意见，分析家对此交易是否会获得所有监管机构的批准表示怀疑。例如， 花旗集团认为 ，在Nvidia上周宣布其自己的基于Arm的Grace CPU之后，该交易将被所有国家批准的可能性约为10％，它将与Arm的被许可方抗衡其他数据中心产品。同时，美国银行认为，在没有Arm的情况下，Nvidia的地位更加牢固，因为销售自有产品比许可技术更有利可图。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":177575673,"gmtCreate":1627255871692,"gmtModify":1633766923883,"author":{"id":"3568431359478653","authorId":"3568431359478653","name":"云里梦里飞","avatar":"https://static.tigerbbs.com/db96756ff214a0066bf8ab2c997583b0","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"垄断吗？","listText":"垄断吗？","text":"垄断吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177575673","repostId":2154394999,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":177547869,"gmtCreate":1627255479451,"gmtModify":1633766931923,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"好事来的","listText":"好事来的","text":"好事来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177547869","repostId":2154394999,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5327979,"gmtCreate":1627259740695,"gmtModify":1635221513649,"authorId":3578562412522571,"author":{"id":3578562412522571,"authorId":3578562412522571,"name":"LunLun6767","avatar":"https://static.tigerbbs.com/e777b1ae53f7859ee574d632a763fd54","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":177547869,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"}],"langContent":"CN"},{"id":177555324,"gmtCreate":1627254933268,"gmtModify":1633766944018,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177555324","repostId":2154394999,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":177521411,"gmtCreate":1627253961333,"gmtModify":1633766957203,"author":{"id":"3581586310901443","authorId":"3581586310901443","name":"超会嗷呜","avatar":"https://static.tigerbbs.com/4e26b9eaf27c2a721c4063587d326740","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177521411","repostId":2154394999,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":177512249,"gmtCreate":1627251596281,"gmtModify":1627251596281,"author":{"id":"3573541175642474","authorId":"3573541175642474","name":"Gary_2165","avatar":"https://static.tigerbbs.com/8371d12932de52c9ecb37270871bcf71","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/177512249","repostId":2154394999,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5326516,"gmtCreate":1627251633406,"gmtModify":1635221646532,"authorId":3586074618106126,"author":{"id":3586074618106126,"authorId":3586074618106126,"name":"沂沂","avatar":"https://static.tigerbbs.com/89e542937ba76940d8b3a63d9b61e6e9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":177512249,"type":1,"supId":0,"prevId":0,"content":"OK","text":"OK","html":"OK"},{"id":5326783,"gmtCreate":1627253983883,"gmtModify":1635221621946,"authorId":3581586310901443,"author":{"id":3581586310901443,"authorId":3581586310901443,"name":"超会嗷呜","avatar":"https://static.tigerbbs.com/4e26b9eaf27c2a721c4063587d326740","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":177512249,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":177530680,"gmtCreate":1627248803840,"gmtModify":1633766996822,"author":{"id":"3569263461157925","authorId":"3569263461157925","name":"YourCFP","avatar":"https://static.tigerbbs.com/a1f5e965075ba7b03f9c5aade30f04ed","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"企业卷入国际政治斗争了","listText":"企业卷入国际政治斗争了","text":"企业卷入国际政治斗争了","images":[],"top":1,"highlighted":1,"essential"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