Armada Mercantile Ltd Stock Forum

Earlier this year, $NVIDIA(NVDA.US)$ abandoned plans to buy $Armada Mercantile Ltd(ARM.CA)$ from SoftBank, largely due to the company's slew of regulatory and antitrust issues around the world, including in the United States and ARM's home market, the United Kingdom. After the failed acquisition, SoftBank said it would seek to push ARM to go public, with a potential initial public offering (IPO) in the United States.
Media reports earlier this month said ARM ...

$NVIDIA(NVDA.US)$ Park Jung-ho, co-CEO and vice chairman of South Korean chip manufacturing giant SK Hynix, said that it is considering setting up a consortium to jointly acquire $Armada Mercantile Ltd(ARM.CA)$ , a chip design company under Japan’s SoftBank Group.
I don't think ARM is a company that can be acquired by another company alone.K Hynix added that the comments were related to a news investigation after the company's annual shareholder meeting, But no spec...

SoftBank is poised to appoint Goldman Sachs Group Inc., JPMorgan Chase & Co. and Mizuho Financial Group Inc. to lead a loan transaction for $Armada Mercantile Ltd(ARM.CA)$ ahead of the planned initial public offering. The firms handling the loan are likely to also have lead roles on the IPO, but the lineup isn’t final and more banks could be added.
It would mean convincing investors that Arm deserves a higher valuation than its semiconductor peers...

In the field of semiconductor development for the Internet of Things (IoT), the open source standard "RISC-V" that anyone can use is on the rise. This standard is first used in wearable devices and smart home appliances. It is predicted that by 2025, the adoption rate of the RISC-V architecture will reach nearly 30%. RISC-V is emerging as a major contender for UK-based $Armada Mercantile Ltd(ARM.CA)$ looking to foray into the Internet...

$Armada Mercantile Ltd(ARM.CA)$ $NVIDIA(NVDA.US)$ $Tesla(TSLA.US)$ In February this year, Nvidia announced that it would abandon the acquisition of British chip company ARM. After the incident, ARM recently announced layoffs.
Nvidia announced the termination of its acquisition of ARM from SoftBank Group. which retained Nvidia's $1.25 billion upfront. Prior to this, the industry was not optimistic and op...

$NVIDIA(NVDA.US)$ $Armada Mercantile Ltd(ARM.CA)$ Pinwan , March 15th , according to market news, British chip company ARM revealed this week that it plans to lay off 12% to 15% of its employees worldwide, up to 1,000 people.
ARM said most of the job cuts would take place in the U.K. and U.S., but did not provide specific numbers for job cuts in individual countries. "Like any other company, ARM continually evaluates business plans to ...

$Intel(INTC.US)$ The biggest threat for Intel isn't coming from $Advanced Micro Devices(AMD.US)$ or $NVIDIA(NVDA.US)$, but from $Armada Mercantile Ltd(ARM.CA)$. Apple has already proven how much more efficient ARM CPUs are compared to Intel's best x86s. Latest M1 Pro/Max Apple just released offer equal single-thread performance than the fastest Tiger Lake. But what's amazing is that M1 Pro does this with 5 watts, when Tiget Lake needs 25 watts (max power while running 1 threat). This is not the biggest disruptor for Intel though.
ARM in the server market is. Hyper scalers like AWS, Microsoft, Google and Alibaba are already investing in their own ARM server chips and will gradually move away from Intel's server CPUs. The reason is that ARM offers much better cost-efficiency (cost of operation) which is what matters the most for hyper-scalers. This transition will probably take 5-10 years to happen but will cause an ever-increasing pressure on Intel's gross margins and it's very very difficult to see a good outcome for Intel. The growth in the cloud market is largely driven by the hyper-scalers e.g. public cloud and this trend will continue.
Also, it's true that Intel has all but missed the AI trend.
For these reasons, I'm staying away from Intel. Intel looks more and more like IBM. It was the king of mainframes but failed the transition to cost-efficient modular rack servers. I see a similar outcome from Intel.

$NVIDIA(NVDA.US)$ makes the vast majority of its revenue from selling chips and clearly would like to sell a lot more of them in the future. But the $Armada Mercantile Ltd(ARM.CA)$ acquisition would put licensing on the front burner for Nvidia.
Over the next few months, Nvidia will need to convince the relevant regulatory authorities of its noble intentions. Many of Arm's current licensees are also Nvidia's rivals. If Nvidia were able to reassure them sufficiently, they might decrease their objections to the deal. If they lowered their voices, the authorities could perhaps be persuaded to sign off on it.