软银有意“吃下”5700亿芯片巨头软银有意“吃下”5700亿芯片巨头 \u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cdiv data-exeditor-arbitrary-box=\"image-box\"\u003e\u003c!--IMG_0--\u003e\u003c/div\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e11月6日消息,据知情人士透露,\u003c/span\u003e\u003cstrong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e软银集团今年早些时候曾考虑收购美国芯片制造商Marvell\u003c/span\u003e\u003c/strong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e。若交易达成,这将创下芯片行业史上最大并购纪录。\u003c/span\u003e\u003c!--NO_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e据知情人士称,软银创始人孙正义多年来持续关注Marvell,将其视为潜在收购目标,以帮助构建AI硬件帝国。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cstrong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e几个月前,软银曾尝试与Marvell进行接洽,但双方未能就交易条款达成一致\u003c/span\u003e\u003c/strong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e尽管目前谈判处于停滞状态,但这笔交易仍有重启的可能。不过谈判面临监管审批、团队整合以及其他对手竞购等多重挑战。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e当前Marvell的市值约为800亿美元(约合5700亿元人民币),较年初下跌16%,这与Arm(1700亿美元)、\u003c!--SECURE_LINK_BEGIN_0--\u003e英伟达\u003c!--SECURE_LINK_END_0--\u003e和博通等同业的强劲表现形成鲜明对比。\u003c/span\u003e\u003c!--NO_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e据透露,\u003c/span\u003e\u003cstrong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e软银的构想是将Marvell与其已控股的英国芯片设计公司Arm进行深度整合\u003c/span\u003e\u003c/strong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e。这一组合将打通从芯片架构设计到成品制造的全产业链,在AI芯片市场形成强大竞争力。\u003c/span\u003e\u003c!--NO_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e这一战略与孙正义近年来全力押注AI硬件的思路一脉相承。今年3月,软银刚刚收购了数据中心处理器设计公司Ampere Computing。\u003c/span\u003e\u003c!--NO_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e与此同时,孙正义与Arm首席执行官雷内·哈斯正携手开发自有AI芯片,预计明年面世。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e软银的此番举动,正值全球科技巨头掀起AI基础设施投资狂潮。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e英伟达凭借在AI芯片领域的领先地位,五年间股价飙升1300%,成为全球首家市值突破5万亿美元的公司。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75; margin-bottom: 24px; text-align: justify\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e为在这场竞争中不落人后,软银今年1月联合\u003c!--SECURE_LINK_BEGIN_1--\u003eOpenAI\u003c!--SECURE_LINK_END_1--\u003e和\u003c!--SECURE_LINK_BEGIN_2--\u003e甲骨文\u003c!--SECURE_LINK_END_2--\u003e启动了规模高达5000亿美元的“星际之门”数据中心项目。虽然孙正义承诺立即投入1000亿美元,但该项目因选址争议等因素进展慢于预期。(\u003c/span\u003e\u003cstrong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e文/腾讯科技特约编译金鹿,编辑/苏扬\u003c/span\u003e\u003c/strong\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e)\u003c/span\u003e\u003c!--NO_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\u003cdiv powered-by=\"qqnews_ex-editor\"\u003e\u003c/div\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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