Analysis Tracking USA VS China Trade war

 

Why?
ARM sells designs & makes patents available for fees, if nvidia gets its hands on ARM they might very well stop it. They can end up implementing gpu business model where they sell the entire product by themselves or sell gpu chips for implementation by vendors. Which means any company which needs ARM technology in pieces will be blocked out and for companies like qualcomm they might well go out of business as nvidia starts selling chips directly.

To make things worse ARM is also designing multicore (64 core) low power cpu's which are targeted at datacenters. In short they want to get into computing business as well. They are trying to become amazon of chip industry, this makes the deal for companies dependent on ARM tech very dangerous.
 
ARM sells designs & makes patents available for fees, if nvidia gets its hands on ARM they might very well stop it. They can end up implementing gpu business model where they sell the entire product by themselves or sell gpu chips for implementation by vendors. Which means any company which needs ARM technology in pieces will be blocked out and for companies like qualcomm they might well go out of business as nvidia starts selling chips directly.

To make things worse ARM is also designing multicore (64 core) low power cpu's which are targeted at datacenters. In short they want to get into computing business as well. They are trying to become amazon of chip industry, this makes the deal for companies dependent on ARM tech very dangerous.
Okay but does that have anything to do with the US-China trade war? Nothing mentioned above is Chinese.
 
Okay but does that have anything to do with the US-China trade war? Nothing mentioned above is Chinese.
Every mobile chipset maker/designers uses ARM designs. If the buyer decides not to sell designs to other companies, that will eliminate all the competition altogether.

Its not that chinese are sitting quiet, they are trying to develop alternative to ARM designs but are not very successful. Buying ARM will give them access to critical tech & patents. Then there will be no way in near future western companies can maintain the edge over china. This is not the first time chinese have run into this issue they tried to buy blackberry, then motorola but dint get patents ( google only sold the company) and now ARM. US can block sale of any chinese phone using arm design/any mobile tech if they want to but not if chinese buy it out.



Only exception being Apple who design their own mobile chipsets.
 
Every mobile chipset maker/designers uses ARM designs. If the buyer decides not to sell designs to other companies, that will eliminate all the competition altogether.

Its not that chinese are sitting quiet, they are trying to develop alternative to ARM designs but are not very successful. Buying ARM will give them access to critical tech & patents. Then there will be no way in near future western companies can maintain the edge over china. This is not the first time chinese have run into this issue they tried to buy blackberry, then motorola but dint get patents ( google only sold the company) and now ARM. US can block sale of any chinese phone using arm design/any mobile tech if they want to but not if chinese buy it out.



Only exception being Apple who design their own mobile chipsets.
NVidia is American though?

 
yes. gpu maker. If nvidia buys ARM it will end up becoming amazon of semiconductor industry. American companies like intel, MS, qualcomm ..etc themselves are objecting to it.
Right, I absolutely see the issue with monopolisation but China is currently nowhere to be seen in this spat unless they tried to buy NVidia, which any US President with 2 brain cells to rub together would block.
 
Right, I absolutely see the issue with monopolisation but China is currently nowhere to be seen in this spat unless they tried to buy NVidia, which any US President with 2 brain cells to rub together would block.
ARM is a UK company. If Nvidia completes acquisition then US will completely deny chinese mobile chipset design. It is an extension of huawei fight and now US will completely deny even the designs not just chips. It will be nearly game over for chinese companies.

 
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ARM is a UK company. If Nvidia completes acquisition then US will completely deny chinese mobile chipset design. It is an extension of huawei fight and now US will completely deny even the designs not just chips. It will be nearly game over for chinese companies.

Okay, thanks. In that case it could be a good thing. I think ARM is actually owned by Japan now, although still based in the UK.
 
No point have a search engine that isn't allowed to return the correct results.

 
No point have a search engine that isn't allowed to return the correct results.

Linkedin shut down few days back in china, now yahoo (but werent they nearly dead... other than yahoo.finance...) . chinese have no intention of giving any business to foreign company in china.