> Qualcomm would be interested in forming a consortium of sorts to acquire ARM. “We’re an interested party in investing,”
Relatedly, the CEO has mentioned that ARM going public would make him buy a bunch of shares, given his faith in the continued success of ARM. As is the case of any "bull case".
Forming a consortium or buying public shares is not, as the title implies, a singular company buying ARM.
(I'd still rather not have Qualcomm and their "business™ practices" involved…)
What? They just had a massive layoff which culled 15% of their staff?
In this climate, no way in hell they would be rated as an instant buy.
Their revenue growth and revenues in general are tiny what $2.8 billion, and mostly restricted to licensing/royalties.
They were gonna be bought by nvidia for what 40-60 billion dollars?
They are also competing in the space with massive players a la Nvidia, AMD, Intel who are looking to eat their lunch.
The landscape is shifting by adopting the Big Little structure, adding more core counts, and a much bigger prioritization towards dedicated accelerator offload cards. Not to mention an increase in prioritization to RISC V.
I wouldn't put them as an instant BUY.
Their business IS licensing and royalties
> The landscape is shifting by adopting the Big Little structure, adding more core counts ...
Arm invented Big/Little in 2011 [1]
Arm SoCs win on core counts [2]
[1] https://en.wikipedia.org/wiki/ARM_big.LITTLE
[2] "Ampere's flagship 128-core Altra Max M128-30 ... packs an unprecedented number of general-purpose 64-bit cores"
Wins in SOCs are things like Google's Titan M2 in Pixel 6, or inside various Seagate storage ASICs-- or NVIDIA's stated intent to replace the Falcon controller CPU in all of their products with RISC-V.
Yes, it's just a few percent of the embedded processor market, and all the current microcontroller use is very low end right now.
Of course, if NVIDIA ever does actually acquire ARM, that might change architectures again.