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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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

发表看法

254

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2154394999?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/57c06f78834a78c74f0adb1168ef4264","is_english":false,"pubTime":"2021-07-25 11:08","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2154394999","market":"hk","top_or_hot":-1,"title":"Nvidia收购Arm，再次延迟！","media":"智通财经网","content":"<div>\n<p>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。\n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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/520628.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia收购Arm，再次延迟！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia收购Arm，再次延迟！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/520628.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。\n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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/520628.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/520628.html","article_id":"2154394999","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/57c06f78834a78c74f0adb1168ef4264"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2154394999","pubTimestamp":1627182481,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDA":"英伟达"},"translate_title":"Nvidia buys Arm, delayed again!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/75816f8bd16e6e6e77cd6422e749d6a2","symbols_score_info":{"NVDA":0.9},"content_text":"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。\n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。\nDWF 律师事务所竞争主管Jonathan Branton)表示：“任何监管机构都不会允许自己被逼入绝境，不得不在其不满意的时间范围内做出决定。”\n英伟达表示，这笔交易可能需要长达 18 个月的时间，在 2022 年 3 月左右完成，并可选择延长至 2022 年 9 月。它面临着竞争对手的反对，他们声称控制 Arm 的关键技术将不公平地使市场有利于英伟达。\nArm目前的所有者日本软银仍希望完成这笔交易，这将使其成为英伟达的主要股东。自交易宣布以来，其股价上涨了 50%。\n然而，交易内部人士表示，如果延迟和竞争障碍被证明无法克服，股票市场流通仍在考虑之中。纽约被视为最有可能的地点，但一位消息人士表示，目前还没有正式的程序。\nArm 首席执行官西蒙·西加斯 (Simon Segars) 否认了这种可能性。\n他说：“Arm 没有进行 IPO 计划，我们 100% 专注于完成这笔交易。”\nSegars 先生此前曾公开反对上市，认为 Arm 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":"highlight","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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":4,"crmLevelSwitch":0,"idStr":"3568431359478653","authorIdStr":"3568431359478653"},"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,"idStr":"3561544476596136","authorIdStr":"3561544476596136"},"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,"idStr":"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,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"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,"idStr":"3581586310901443","authorIdStr":"3581586310901443"},"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,"idStr":"3573541175642474","authorIdStr":"3573541175642474"},"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,"idStr":"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,"idStr":"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,"idStr":"3569263461157925","authorIdStr":"3569263461157925"},"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":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177530680","repostId":2154394999,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":254,"commentSize":23,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2154394999"}