[ljhsiung]

Title is pretty out of context. From TFA

> 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.

[eqvinox]

Depending on the participants and mechanics, a consortium could actually be the best long-term outcome, in regards to ARM.

(I'd still rather not have Qualcomm and their "business™ practices" involved…)

[Juicyy]

Why dont they go public? after the nvidia fell through i cant imagine qualcomm acquiring them. It seems like ARM is in a really strong position for the next decade or two. Would be an instant BUY rating by most brokers IMO.

[Sakos]

Please no. Publicly trading companies creates one of the worst incentives for poor long-term business decisions. ARM is the kind of company that we can't as a society afford to become short-term profit oriented.

[kd913]

>It seems like ARM is in a really strong position for the next decade or two.

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.

[taffronaut]

> Their revenue growth and revenues in general are tiny what $2.8 billion, and mostly restricted to licensing/royalties.

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"

[nazgulsenpai]

Not sure why you're being downvoted for asking a reasonable question but yes, I do think going public would probably be a bad end and shift focus toward immediate returns for shareholders.

[infinityio]

Definitely for the next few years, but who knows - RISC-V is catching up scarily fast from what I can tell

[iainmerrick]

Where is RISC-V being used? Do they have some notable recent design wins?

[mlyle]

For the most part, RISC-V is being crammed into SOCs for low-end functionality where you'd have to pay ARM a license fee. There's a massive technical alliance with thousands of members and many such SOCs being made.

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.

[xxpor]

Isn't NVIDIA's new firmware controller chip on their cards (the one that allows you to use the new open source linux drivers) RISC-V as well?

[mlyle]

Yes-- that's the Falcon / now NV-RISCV. https://www.techpowerup.com/291088/nvidia-unlocks-gpu-system...

Of course, if NVIDIA ever does actually acquire ARM, that might change architectures again.