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Arm Predicts Stagnation If Nvidia Deal Fails
- hffftz 5y ago
- bertjk 5y agoOf course they predict that. They want the deal to go through so they can cash in on Nvidia's sweet, sweet buyout offer.
- yread 5y agoYes, fire them and get a board and executives who can do better
- ratsmack 5y agoI suspect the Nvidia wants to get their hands on the Arm patent portfolio.
- Hokusai 5y agoI predict stagnation if I do not get a juicy salary increase. (Totally unbiased opinion on my part)
- mrintellectual 5y agoThere are also many (very smart) people who predict stagnation if the Nvidia deal succeeds.
- voidfunc 5y ago> In dismissing the IPO option, Arm said a stock offering would suffocate its ability to invest, expand and innovate, noting that capital markets demand a focus on short-term revenue growth and profitability. Bullshit. Ask Jeff Bezos how to do it.
- andromeduck 5y agoDid he have majority interest?
- dmoy 5y ago> In dismissing the IPO option, Arm said a stock offering would suffocate its ability to invest, expand and innovate, noting that capital markets demand a focus on short-term revenue growth and profitability. Yea, sure would be bad to be part of a (checks notes) publicly traded company like Nvidia, subject to the whims of the capital markets.
- baq 5y agotranslation: 'We won't get that much money anywhere else'
- deleted 5y ago[deleted]
- thayne 5y ago> while noting that Arm faces stiff competition from emerging RISC-V competitors Is the competition from RISC-V really that stiff?
- Ericson2314 5y agoNot now, but the ISA is so superficial for a modern superscaler out-of-order design I don't see why existing designs couldn't easily be "reskinned", say if Nvidia-ARM jacked up fees. I think most of the effort is getting GCC, LLVM, Linux, etc. support, and some working design to put RISC-V on top of. In other words, the difficult is in the number of cats to be herded. In a way, I hope the deal does go through just to accelerate the transition away from ARM.
- marmarama 5y agoAll of the RISC-V software ecosystem exists, and you can buy high performance out-of-order RISC-V implementations now from SiFive, as well as low power implementations that are very competitive with low power ARM. The only problem right now is that high performance in the RISC-V world is about 4-5 generations behind ARM, so the fastest SoCs you can buy have cores that are roughly equivalent to a Cortex A73. SiFive is catching up a little each generation but they are a way off yet.
- Ericson2314 5y agoYeah I think that "4-5 generations" is not about RISC-V intrinsically needing to catch up, but about the current RISC-V manufacturers needing to catch up. I see 0 reason an apple silicon or amazon graviton couldn't be reskinned in a few months time, loosing no speed.
- justincormack 5y agoIn some areas, mainly microcontrollers especially with additional custom features. But not really in the high end at this point.
- throwawaylinux 5y ago
- Fnoord 5y ago> “While Arm’s licensees such as Apple, Qualcomm and Amazon have enjoyed skyrocketing revenue growth and profits, as well as soaring market valuations, Arm has lately endured comparably flat revenues, rising costs and lower profits that would likely present challenges for a 30-year-old public company. Why though?
- cmauniada 5y agoCan someone explain to me why softbank is selling arm: 1. So quickly 2. For such small relative profit?
- cerved 5y agomy guess, they need money because wework was a giant clusterf*#,k
- baq 5y agosoftbank is so much more than wework and wework might actually start making sense now. softbank has a lot of china exposure, which got hit really bad in the past year.
- irthomasthomas 5y agoARM China has gone rogue: https://news.ycombinator.com/item?id=28329731 https://news.ycombinator.com/item?id=28329731 That was a big chunk of business to give away for free. Now you have a Western ARM, and an Eastern ARM competing with each other, in a market which Western ARM used to have all to its self. That can't be good for your valuation.
- jakuboboza 5y agoGiven how many devices nowadays depend on arm IP i think they don't have cash issue. If so than maybe rise prices. Also i don't think RISC-V is a real competitor yet. Arm has Apple as its customer and old founding company. I wouldn't trust Apple with Arm but I don't think Apple would allow for "stagnation". This is all prediciton and Apple invested a lot into switch to Arm which paid off so going back to x86 isn't an option. Especially because of the i86 instruction decoder situation. The fixed size instructions on Arm is a really good thing imho. And the much better thermals which are key in mobile devices. I know thermals are not an attribute of architecture but more of a super low EUV in TSMC process nodes but it adds up.
- LatteLazy 5y agoAren't apply taking chip design in house? They're a customer now, but will they still be in 5 years?
- thesz 5y agoI believe that you should have a license for ARM ISA to implement it and sell chips. I also know that AMBA, with AXI and other popular bus designs from ARM are free to use without ARM CPU in the system and should be separately licensed when you use ARM ISA in your system. I can assume with high probability that most of peripherial devices like DRAM controller and others are using one of the AMBA buses. Basically, if you use ARM CPU commercially, you are on hook to pay some not insignificant amount of money in perpetuity. So, if Apple will continue to use ARM, they will be an ARM's customer, a significant one.
- mohanmcgeek 5y agoWhat I heard is that Apple has a perpetual license having founded the company in the first place. Can someone confirm this?
- rvieira 5y agoGenuine question: why would Apple be worse than Nvidia for ARM?
- ch_123 5y ago> The filing also [notes] that Arm faces stiff competition from emerging RISC-V competitors. It seems like only yesterday that Arm was telling the world that RISC-V was a non-starter: https://github.com/arm-facts/arm-basics.com/blob/master/index.md https://github.com/arm-facts/arm-basics.com/blob/master/inde...