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Tag

SoftBank

3 articles

Macro & Rates3d ago

SoftBank Prices ¥1 Trillion Retail Bond at 4.75% — Yield Dwarfs BOJ Terminal Rate

Japanese conglomerate's record ¥1 trillion seven-year offering attracts retail demand as coupon towers above expected policy rate.

Technology19d ago

Arm's $2B AI Chip Bet Hits a Hard Constraint: It Can't Make Them Yet

CFO Jason Child says demand for Arm's new data center chips could exceed $2 billion in fiscal 2027-2028, but TSMC capacity and memory availability are the real bottleneck

Technology20d ago

Arm's Pivot From Licensing to Chips: The Numbers Behind a $300B Bet

CFO Jason Child says Arm expects more than $2 billion in customer demand for its AI chips across fiscal 2027 and 2028, as the company races to secure fabrication capacity.