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SoftBank Weighed Marvell Takeover to Pair With Arm, Reports Say

Talks ended without a deal with no negotiations underway.

Overview

  • Bloomberg reported that SoftBank explored acquiring Marvell earlier this year with an eye to combining it with Arm, according to people familiar with the matter.
  • Marvell shares rose more than 9% on Thursday morning after the report.
  • The parties failed to agree on terms after overtures months ago, and SoftBank, Marvell, and Arm did not provide comment.
  • Such a transaction would have ranked as the semiconductor industry’s largest, with Marvell valued around $80 billion, and past regulatory pushback to Nvidia’s failed bid for Arm underscores potential hurdles.
  • The approach aligns with SoftBank’s broader AI buildout, including a major OpenAI stake, the $5.4 billion purchase of ABB’s robotics unit, and the announced $500 billion Stargate data-center initiative.