Softbank does not hurt even if the arm sale becomes "broken" -M & A online -M & A is closer.

The news was reported that a major US semiconductor Nvidia would withdraw the acquisition plan for a major British semiconductor design.According to Bloomberg, regulators in Europe and the United States, which are concerned about monopoly, are reluctant.If it is reported, the SoftBank Group <9984> will lose a total of $ 40 billion (¥ 4,555 billion).

If the sale is not good, there is an IPO

However, even though it is not good news for SoftBank G, it will be "painful or itchy" in management.The reason is that you can immediately hit the "next hand".It is a new share public (IPO) of the arm.Softbank was considering the IPO of the arm before the sale to Nvidia, but abandoned it because it could not be expected to have a profitable profit.

However, the evaluation of the arm has been rising, as Apple has shifted from Intel to its own CPU that adopted arm architecture and succeeded.In addition, the merger with Nvidia may be due to an acquisition offer from other companies.

The fact that European and American regulatory authorities have put "no" in the acquisition of this acquisition may have highly valued the "potential" of the arms, which have almost unchanged sales and declining profit margins.That is the element that is the "rim water" of IPO and huge acquisition.

The Nikkei average fell on the 26th, when it was reported that it would be highly likely to miss the chance of selling a huge amount, but SoftBank G's stock price was 87 yen (1.72 %) higher than the previous day, up 5156 yen.Investors seem to expect the SoftBank Group to bloom in the arm with an arm.

Sentence: M & A online editorial department