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What stupid is ARM was allowed to be sold to Softbank in the first place. It's lucky they weren't strip-mined and bits sold off. Softbank maks really bad decisions.

Also, the fact it's 3x it's worth in 3 years, there were some bad ARM Boardroom Choices too.

Arm isn't worth 3x it worth. Softbank overpaid for Arm. Part of the problem here is that it is turning into a shill game of trying to find someone else to grossly overpaid again for Arm. ( Softbank looking for a "bail out" ). It is mostly all "bigger fool" pricing which is bad because Arm is never going to return numbers to support that. They are way too early in the product creation process to to slap "print profit" high margins on what they do.
 
Then you need to tell all the websites that say they do that they are wrong and thus to ammend their website.

want me to go on, or are you still saying you are right that NVIDIA is not a chip maker?
LoL, Nvidia is not a chip maker, they only design and sell chips, companies like TSMC or Samsung are the ones making Nvidia's chips.

Also those links don't prove Nvidia makes chips, it just proves Nvidia sells chips(which is different), Nvidia is called a "semiconductor company" in those links, not a company that makes/manufactures chips.
 
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An ex nvidia employee is now the CEO. The old CEO stepped down. They announced an IPO, all in the same day.

Isn’t it clear? Nvidia won’t buy ARM, they will just buy majority shares and have voting power on the board, on top of the ex nvidia CEO. They own it.

"...
Departing CEO Segars was one of Arm’s first employees and worked his way up through the ranks to take the top job in 2013. His mandate from SoftBank chief Masayoshi Son was to grow Arm as quickly as possible, focusing on hiring and adding new capabilities rather than on the bottom line. That gave him license to report losses that would have incurred the wrath of public investors focused on quarterly reports.

Now, as Arm gears up for an IPO early next year, Haas will have to chart a more careful balance between spending for growth and improving profitability. Many of his CEO peers have complained about wage inflation amid a war for talent among not only traditional chipmakers but companies such as Apple and Google that are ramping up their internal custom silicon efforts.

Haas said that he’s already been making decisions — such as cutting less important business lines — that are consistent with the discipline shown by a publicly-traded company. Despite the uncertainties around its future that have been lurking for the past year and a half, the company is much bigger and more successful than it was when it was bought by SoftBank. ... "


Highly likely that Segars doesn't want Arm to radically change directions. Also highly likely that Softbank is throwing a large stack of pre-IPO shares at Haas to cook up whatever possible to juice up the IPO. ( throwing long term Arm licensees under bus. Sure. ). Just juice the books so can crank out a high enough IPO price.

Arm revenues radically changed since 2017 ... not really .

https://www.statista.com/statistics/1132064/arm-quarterly-net-sales-worldwide/#:~:text=by quarter,-Published by&text=In the third quarter of,of the 2020 fiscal year.

[. Some historical perspective before Softbank was ever on the scene at all.

Start_2D00_ups_2D00_Fig_2D00_1.png


Softbank did little that was super impressive in terms of growth given the chip demand surge going on at the last couple of years.

This guy has barely been CEO any time at all is already talking up the hype. The leaving CEO has alreay seen what happens when the Arm stock price hype train gets too hot.

]


If both Qualcomm and Ampere both go to architectural licenses implementations in 2023 in a big way Arm's revenues are going get a temporary bump and then fall as they move away from average selling price. X1/X2/X3 and Neoverse cores respectively. If Nvidia ramps up their custom core work they'll buy less high average selling price stuff also. Apple is already minimal seeking their payments.

RISC-V is eating up the storage drive CPU business ( WD is on its way to dropping out) ( Haas is probably dumping some of those products that are getting eaten up anyway).

Nvidia isn't going to buy up most of the shares to control the board ( that has the exactly the same regulatory problems ). Nvidia also wrote a big check to iicense a bunch of stuff in addition to that break up fee. If they bought an "all you can eat" license they don't necessarily need the board or a giant chunk of Arm overpriced stock.
 
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good and as expected.
another report I read yesterday suggests that SoftBank will now take Arm to IPO ...
Seriously? Sigh. That won’t be good for anyone either (we’ll, just a few already wealthy people).
 
IPO = Initial Public Offering. It means the public can own it. People like you!
People like me? Ha ha. No.




I’m in poverty. I’m on disability. I won’t be buying ANYONE’S stock. I once had a 401K. It was rolled into an IRA after that company pushed me out. I used it to buy the horrible house I’m in now, so it’s not entirely lost. I had a 401K with my next employer, who literally bullied me into disability. The money was wasted on surviving. Disability doesn’t allow a person to have savings or to “stockpile money”.

People like me are more and more the norm.

PS: The stock market is not the economy.
 
People like me? Ha ha. No.




I’m in poverty. I’m on disability. I won’t be buying ANYONE’S stock. I once had a 401K. It was rolled into an IRA after that company pushed me out. I used it to buy the horrible house I’m in now, so it’s not entirely lost. I had a 401K with my next employer, who literally bullied me into disability. The money was wasted on surviving. Disability doesn’t allow a person to have savings or to “stockpile money”.

People like me are more and more the norm.

PS: The stock market is not the economy.
Okay. I am very sorry about your situation. I just found your post confusing because someone or something needs to own the shares for the company to exist. Public ownership doesn't sound too bad to me given the alternatives. Either way, it's of no benefit to me either.
 
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Apple could buy a small stake (say 5% and a board seat to influence some of the development)
Apple probably doesn't care. Apple has a license to the ARM instruction set. They don't really need anything else from them. Companies that are using ARM silicon designs are the ones panicking.
 
Apple probably doesn't care. Apple has a license to the ARM instruction set. They don't really need anything else from them.

Apple has access to the current instruction set v8 maybe v9. The issue for Apple is that if there is a v10 , v11 , v12 , v13 ,etc that over time there will be drift . Apple probably does not have a license for all future IP, just the older stuff.

The notion that Apple can fork off from rest of the Arm ecosystem and permanently leave those folks "behind" with a self sufficient bubble ecosystem in a completely walled garden is dubious over the long term.

Turning the Arm implementations into a much more highly balkanized, hodge podge of instruction sets only opens the door further for RISC-V to walk through. Apple sits on the high margin solutions not the high volume Arm solutions. If that inertia goes somewhere else because the large players are pimping the Arm ecosystem and not giving back then that inertia likely will walk away.


Companies that are using ARM silicon designs are the ones panicking.

Qualcomm has an architecture license for recent versions of Arm. They were one of the main complainers. Yes , they heavily use silicon designs also. Those have been semi-custom tweaks versions though, so not like there are using 100% off-the-shelf. However, the major thing at risk here is the "shared community" that Arm shepherds. Throw that down the drain and everyone will adjust. Panic is a bit overstated. More so concern about to be ripped off (e.g., Nvidia take communal R&D contributions and apply it to what is best for Nvidia; not best for the community) , than panic (not know what to do). Explicitly stating " I don't want to be ripped off" isn't panic. Wrong adjective.


The base of the 64-bit instruction set is in place. The standard additions at this point should be done with a shared consensus approach.
 
Probably wouldn't be as bad as Intel involvement with RISC-V.

Intel is a foundry. RISC-V is a substantively large stack of fabless designers looking for a foundry.(or foundries) to actually make stuff for them . Any decent foundry is going to put lots of effort into getting a broad set of design libraries up and working on their processes. That is how you generation customers in that business sector. ( Or you don't and not a "good", competitive foundry... Intel has attempted to do it is the highly ineffective , noncollaborative way a couple of times.... and failed each time. )

This isn't even in the same ballpark as what Nvidia was trying to do with Arm.
 
isn't softbank like bankrupt and need to sell ARM? What happens if ARM gets bankrupt?

Microsoft can buy ARM, they do not build CPUs so thats not like a monopoly.

God forbid Google or FB buys them
 
isn't softbank like bankrupt and need to sell ARM? What happens if ARM gets bankrupt?

Softbank isn't bankrupt. They have done a string of bad investments and the looks like a hedge fund rather than a "tech company"


After buying Arm they pushed the subsidiary into the same fund that backed WeWork and couple of other "didn't work so well" ideas. It is more so they need to get their investors money back to cover other losses more so than can't pay their creditors ( bankrupt). Typically if investors put money into a investement/hedge fund there are disclaimers that they can loose money. However, folks who put in megabucks really don't like loosing.



Microsoft can buy ARM, they do not build CPUs so thats not like a monopoly.

Nope. Not any better.


https://www.zdnet.com/article/micro...ineers-to-work-on-its-quantum-computing-team/

Microsoft also builds custom chip for their Hololens. The. XBox is a semi-custom chip.

Same general issue that has little to do with "chip making". It is taking collective payments for R&D from the group and then spending that on something that just helps Microsoft. That will fail to pass muster too. (. tilting the playing field heavily in Microsofts direction is unlikely to help the general overall consumers. Negatively impact the general market competitiveness is the litmus test for USA law. )



God forbid Google or FB buys them

Google makes processors.

FB ... really does any of the major players or consumers trust FB? Nope.


The core problem is folks keep throwing out names because they have super deep pockets to grossly overpay for Arm. Anybody grossly overpaying for Arm is likely a market competive health problem. Pragmatically the only way to get the "make it rain" money back is to shaft some subset of consumers with fewer choices and higher prices.

So the main problem is a Softbank bailout done by a diverse group untangles the "tilting playing field problem". Not about "deep pockets" and more about spreading ownership around so possibly get an Arm that wants to help a broader set of customers.
 
They (Apple) can't. Noone of the big tech companies can buy ARM.

Anyway, if Nvidia is smart, they will try to look after alternatives for implementation for it's own CPUs and SOCs, like the RISC-V open platform.
Indeed. The big guys are best off collaborating with each other and creating a company that then buys ARM, though I am sure that would have massive implications down the road for new entrants to the market, so that may face regulatory scrutiny to.
 
Yet another reason. .... someone pay billions for this? ROTFLMAO. "just say no".

" ... It's estimated that roughly 20% of the company's finances can't be audited due to that unit's opaqueness - which went to the point of hiring a security detail with the sole mission of preventing access from Arm executives to China's branch. This was implemented alongside an email filtering system to block any incoming communications from Arm's headquarters. ... "


Buy a business and can't audit the books. Please. Arm has a viable business, but Softbank is likely trying to oversell it at a price to cover what they paid too much for.
 
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