Latest news with #SoftBank-owned
Time of India
09-07-2025
- Business
- Time of India
Arm estimates a 14-fold increase in data center customers since 2021, company says
By Max A. Cherney SAN FRANCISCO: The number of customers that use Arm-based chips in data centers has grown to 70,000, a 14-fold increase since 2021, the company told Reuters. Under the guidance of Chief Executive Rene Haas , chip technology maker Arm has been working to expand its business into the PC market and has made substantial gains selling its architecture for data center chips as well. Like other chip companies, Arm has benefitted from the frenzy around generative artificial intelligence computing and said a significant portion of its data center growth is due to AI. The company said it had seen a 12-fold spike in startups that are using Arm chips from 2021. Arm's strong outlook arrives as the chip industry faces near term challenges. While chips related to building AI data centers have boomed, other large swaths of the semiconductor market such as PC and mobile sales have remained slow. The company declined to provide annual financial guidance due to trade uncertainty when it released results in May. Chips based on the Arm architecture are known for delivering high performance with low energy consumption, which is one of the reasons it powers just about every mobile phone on the planet. Such performance has been adapted by chip designs for data center processors, which typically consume substantially more energy. The data center market earlier proved difficult for Arm to break into, but the company has more recently been aided by cloud computing giants such as Amazon, Alphabet's Google and Microsoft developing home-grown Arm chips for use in their sprawling infrastructure. Customers often rent Arm-based chips through a cloud computing company such as Amazon's AWS. Amazon has rolled out several generations of its data center processor (CPU) since 2018, including artificial intelligence versions, and added millions Arm-based chips to its cloud computing platform. But SoftBank-owned Arm has made big gains in other areas as well, as it seeks to erode the computing dominance of designs from Advanced Micro Devices and Intel, based on the x86 architecture. The group of developers worldwide working to make apps that run its tech is crucial to a chip company's success. According to the company, Arm has roughly doubled the number of applications since 2021 running on Arm-based machines to 9 million. The developer base working with the company's computing architecture has increased by 1.5 times to 22 million since 2021.
The Star
09-07-2025
- Business
- The Star
Exclusive-Arm estimates a 14-fold increase in data center customers since 2021, company says
FILE PHOTO: Rene Haas, CEO of chip tech provider Arm Holdings, holds a replica of a chip with his company's logo on it, during an event in which Malaysia's Prime Minister Anwar Ibrahim officially announces a $250 million deal with the company, in Kuala Lumpur, Malaysia March 5, 2025. REUTERS/Hasnoor Hussain/File Photo SAN FRANCISCO (Reuters) -The number of customers that use Arm-based chips in data centers has grown to 70,000, a 14-fold increase since 2021, the company told Reuters. Under the guidance of Chief Executive Rene Haas, chip technology maker Arm has been working to expand its business into the PC market and has made substantial gains selling its architecture for data center chips as well. Like other chip companies, Arm has benefitted from the frenzy around generative artificial intelligence computing and said a significant portion of its data center growth is due to AI. The company said it had seen a 12-fold spike in startups that are using Arm chips from 2021. Arm's strong outlook arrives as the chip industry faces near term challenges. While chips related to building AI data centers have boomed, other large swaths of the semiconductor market such as PC and mobile sales have remained slow. The company declined to provide annual financial guidance due to trade uncertainty when it released results in May. Chips based on the Arm architecture are known for delivering high performance with low energy consumption, which is one of the reasons it powers just about every mobile phone on the planet. Such performance has been adapted by chip designs for data center processors, which typically consume substantially more energy. The data center market earlier proved difficult for Arm to break into, but the company has more recently been aided by cloud computing giants such as Amazon, Alphabet's Google and Microsoft developing home-grown Arm chips for use in their sprawling infrastructure. Customers often rent Arm-based chips through a cloud computing company such as Amazon's AWS. Amazon has rolled out several generations of its data center processor (CPU) since 2018, including artificial intelligence versions, and added millions Arm-based chips to its cloud computing platform. But SoftBank-owned Arm has made big gains in other areas as well, as it seeks to erode the computing dominance of designs from Advanced Micro Devices and Intel, based on the x86 architecture. The group of developers worldwide working to make apps that run its tech is crucial to a chip company's success. According to the company, Arm has roughly doubled the number of applications since 2021 running on Arm-based machines to 9 million. The developer base working with the company's computing architecture has increased by 1.5 times to 22 million since 2021. (Reporting by Max A. Cherney in San Francisco; Editing by Sonali Paul)
Time of India
10-06-2025
- Business
- Time of India
Qualcomm strengthens AI portfolio with $2.4 billion Alphawave deal
HighlightsQualcomm Incorporated has agreed to acquire Alphawave Semi for approximately $2.4 billion, aiming to expand into the rapidly growing artificial intelligence data center market. Alphawave Semi's shareholders will receive 183 pence per share, a nearly 96% premium compared to the closing price prior to Qualcomm's interest, causing Alphawave's shares to surge over 22%. Qualcomm's acquisition of Alphawave Semi is expected to close in the first calendar quarter of 2026 and is not anticipated to face significant regulatory challenges, as Alphawave has exited its Chinese joint venture. U.S. chipmaker Qualcomm agreed to acquire Alphawave for about $2.4 billion on Monday, as it expands into the booming AI data center market , sending shares of the British semiconductor company surging more than 22%. Alphawave, which designs semiconductor tech for data centers, is the latest British company to be snapped up in a market plagued by low valuations and stunted growth, with U.S. buyers swooping on firms at comparatively low prices and better-performing bourses proving more attractive for share listings. It can help Qualcomm diversify into the data center market, as the biggest provider of smartphone chips looks to reduce its dependence on the industry. Qualcomm, which counts Apple and major android players such as Xiaomi among its customers, has doubled-down on catering to industries such as data centers and personal computers as the iPhone maker increasingly turns to in-house processors. "The acquisition of Alphawave Semi aims to further accelerate and provide key assets for Qualcomm's expansion into data centers," the company said. Alphawave shareholders will receive 183 pence per share - a near 96% premium to the March 31 closing price immediately before Qualcomm disclosed its interest. News of the deal sent the stock up more than 22%. Shares of Qualcomm rose about 4%. Qualcomm also made two alternative all-share offers for Alphawave on Monday after multiple deadline extensions from the UK takeover panel. However, Alphawave plans to unanimously recommend the cash offer to its shareholders, deeming it fair and reasonable. Jefferies analysts said they do not expect the deal to meet any material regulatory obstacles, after Alphawave exited its Chinese joint venture, WiseWave. "Alphawave has developed leading high-speed wired connectivity and compute technologies that are complementary to our power-efficient central processing unit and neural processing unit cores," Cristiano Amon, president and CEO of Qualcomm, said. The acquisition is expected to close during the first calendar quarter of 2026. SoftBank-owned Arm had also sought to acquire Alphawave but decided not to pursue the takeover, Reuters had reported in April citing sources.
Indian Express
10-06-2025
- Business
- Indian Express
Qualcomm strengthens AI portfolio with $2.4 billion Alphawave deal
U.S. chipmaker Qualcomm agreed to acquire Alphawave for about $2.4 billion on Monday, as it expands into the booming AI data center market, sending shares of the British semiconductor company surging more than 22%. Alphawave, which designs semiconductor tech for data centers, is the latest British company to be snapped up in a market plagued by low valuations and stunted growth, with U.S. buyers swooping on firms at comparatively low prices and better-performing bourses proving more attractive for share listings. It can help Qualcomm diversify into the data center market, as the biggest provider of smartphone chips looks to reduce its dependence on the industry. Qualcomm, which counts Apple and major android players such as Xiaomi among its customers, has doubled-down on catering to industries such as data centers and personal computers as the iPhone maker increasingly turns to in-house processors. 'The acquisition of Alphawave Semi aims to further accelerate and provide key assets for Qualcomm's expansion into data centers,' the company said. Alphawave shareholders will receive 183 pence per share — a near 96% premium to the March 31 closing price immediately before Qualcomm disclosed its interest. News of the deal sent the stock up more than 22%. Shares of Qualcomm rose about 4%. Qualcomm also made two alternative all-share offers for Alphawave on Monday after multiple deadline extensions from the UK takeover panel. However, Alphawave plans to unanimously recommend the cash offer to its shareholders, deeming it fair and reasonable. Jefferies analysts said they do not expect the deal to meet any material regulatory obstacles, after Alphawave exited its Chinese joint venture, WiseWave. 'Alphawave has developed leading high-speed wired connectivity and compute technologies that are complementary to our power-efficient central processing unit and neural processing unit cores,' Cristiano Amon, president and CEO of Qualcomm, said. The acquisition is expected to close during the first calendar quarter of 2026. SoftBank-owned Arm had also sought to acquire Alphawave but decided not to pursue the takeover, Reuters had reported in April citing sources.
Business Times
09-06-2025
- Business
- Business Times
Qualcomm strengthens AI portfolio with US$2.4 billion Alphawave deal
[BENGALURU] US chipmaker Qualcomm agreed to acquire Alphawave for about US$2.4 billion on Monday (Jun 9), as part of efforts to strengthen its AI technology, sending shares of the British semiconductor company up by almost a quarter. Alphawave is the latest British company to be snapped up in a market plagued by low valuations and stunted growth, with US buyers swooping on firms at comparatively low prices and better-performing bourses proving more attractive for share listings. Alphawave shareholders will receive 183 pence per share – a near 96 per cent premium to the March 31 closing price immediately before Qualcomm disclosed its interest. By 0837 GMT, the stock was up 23.1 per cent, trading just above the offer price. Jefferies analysts said they do not expect the deal to meet any material regulatory obstacles, after Alphawave exited its Chinese joint venture, WiseWave, on Monday. Qualcomm also made two alternative all-share offers for Alphawave on Monday after multiple deadline extensions from the UK takeover panel. However, Alphawave plans to unanimously recommend the cash offer to its shareholders, deeming it fair and reasonable. Separately, US-based quantum computing company IonQ agreed to buy UK tech start-up Oxford Ionics in a US$1.1 billion deal. BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up Alphawave, which designs semiconductor tech for data centres, networking, and storage, is a strategic buy for Qualcomm, which announced its return to the data centre CPU market in May. 'Alphawave has developed leading high-speed wired connectivity and compute technologies that are complementary to our power-efficient central processing unit (CPU) and neural processing unit (NPU) cores,' Cristiano Amon, president and CEO of Qualcomm, said. Alphawave also garnered takeover interest in April from SoftBank-owned Arm for its 'serdes' tech, which boosts chip data processing speeds – key for AI development – and underpins Broadcom's and Marvell Technology's multibillion-dollar custom chip businesses. Arm walked away after initial discussions with Alphawave, Reuters exclusively reported in April citing sources. REUTERS
