Quick summary on why it matters that Nvidia abandons ARM takeover:
1. ARM doesn't own any factories. Its entire workforce publishes blueprints for making chips (like a software company where the entire asset is intellectual)
2. Buying this type of intellectual asset, means owning and controlling a technology.
3. This also means, all the other customers who depend on this tech (Apple, Samsung, Amazon, pretty much all big tech companies) are now at a disadvantage with NVIDIA as a competitor.
4. China heavily depends on ARM (Huawei, the company's biggest tech manufacturer rely on ARM)
5. This means, the after ARM gets owned by a US company, the US can possibly just cut-off ARM supply to China
6. Since ARM is basically like a software company, it's better to not be owned by a hardware maker. That way, it can prioritize demand from several hardware makers instead of being directed to cater to one market)
So, all-in-all this is a good thing :)
> 5. This means, the after ARM gets owned by a US company, the US can possibly just cut-off ARM supply to China
China has already hijacked the ARM branch in China[1] and taken over ARM's IP.
[1] https://semianalysis.com/the-semiconductor-heist-of-the-cent...
Seems that it's not as simple as mentioned here: https://www.extremetech.com/computing/326617-arm-refutes-acc...
The article is a very very strange read. ( At least the tone of it, may be under legal threat )
Yes, ARM China didn't steal any ARM UK's IP. But ARM China is also no longer under the control of ARM UK, practically speaking. And the New IP offered by ARM China are also independent of ARM UK. I am wondering if the deal with ARM China and ARM UK are the same as AMD's JV, where China currently has AMD Zen's IP. Given the people involved I would not be surprised.
ARM UK are also well aware of the RISC-V threat, which China is currently pouring all the resources into it. I would not be surprised if you see a free high performance RISC-V IP offered by China just to destroy the ARM market along with some other x86 market. The threat is real. But then again HN will rejoice because it is free and RISC-V.
https://riscv.org/news/2021/10/alibaba-announces-open-source...
New Zealand too .....