Previously, Arm considered acquiring Alphawave for its SerDes IP, which is crucial for high-performance connectivity in AI processors, but decided against it after initial discussions. Alphawave's IP is currently featured in Lightmatter's latest silicon photonic interconnects and showcased at the Optical Fiber Communications Conference & Exhibition. Qualcomm's interest in Alphawave follows its recent acquisition of MovianAI, and the company must declare its intentions regarding the Alphawave acquisition by April 29, according to London Stock Exchange rules.
Key takeaways:
- Qualcomm is considering acquiring Alphawave Semi, a British tech company specializing in high-speed connectivity modules.
- Alphawave's stock price has increased by 46% since March 31, but it remains 70% below its peak in August 2021.
- Arm previously showed interest in acquiring Alphawave for its SerDes IP but decided not to pursue the acquisition.
- The potential acquisition of Alphawave by Qualcomm highlights the challenges faced by UK tech companies in scaling up and remaining independent.