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This might be the geopolitical blunder of the decade. If this merger doesn't happen China is going to win the chip race. As an European I'm increasingly bullis

This might be the geopolitical blunder of the decade. If this merger doesn't happen China is going to win the chip race. As an European I'm increasingly bullish on China and see the US and EU as self-sabotaging neurotic entities.

CameronNemo 5y ago
What is the "chip race" and why is a combined NVIDIA/ARM necessary to "win" it? Aren't AMD/TSMC, Apple/TSMC, and Intel enough to be competitive?
- keewee7 5y ago
  TSMC is Taiwanese, China will takeover Taiwan in the next 5-10 years, and Intel's manufacturing processes are ancient. The future when US/EU can't produce our own chips is rapidly approaching.
  - CameronNemo 5y ago
    And... What do ARM or NVIDIA have anything to do with fabrication? If anything a merger will hurt Intel and make it harder for them to update their processes.
  - unionpivo 5y ago
    You do realize that neither Nvidia nor Arm, have their own foundries and have shown no signs of wanting to build one ? TSMC and Nvidia are not in the same business.
  - rswail 5y ago
    TSMC is building new plant in the US and elsewhere outside of Taiwan. There's no guarantee that Chine will "takeover" Taiwan any time soon, the geo-politics of that are way more enormous than just chip manufacture. Most of the development in manufacturing of chips is by the companies that supply the fab developers, the integration of those skills and components is where the different fab owners have their competitive advantages. The "future when the US/EU can't produce our own chips" was also in the 80s when there was a push to develop memory manufacturers and back then, Japan was the evil empire that needed to be stopped. TSMC would continue post a China takeover of Taiwan.
effie 5y ago
> If this merger doesn't happen China is going to win the chip race. Wut? How is NVIDIA keeping new ARM designs from competitors like Intel, AMD and phone manufacturers helping to win the "chip race"?
Aicy 5y ago
Promoting fair competition (not crony captalism) is how the US wins the chip race

CameronNemo 5y ago

What is the "chip race" and why is a combined NVIDIA/ARM necessary to "win" it? Aren't AMD/TSMC, Apple/TSMC, and Intel enough to be competitive?

keewee7 5y ago
TSMC is Taiwanese, China will takeover Taiwan in the next 5-10 years, and Intel's manufacturing processes are ancient. The future when US/EU can't produce our own chips is rapidly approaching.
- CameronNemo 5y ago
  And... What do ARM or NVIDIA have anything to do with fabrication? If anything a merger will hurt Intel and make it harder for them to update their processes.
- unionpivo 5y ago
  You do realize that neither Nvidia nor Arm, have their own foundries and have shown no signs of wanting to build one ? TSMC and Nvidia are not in the same business.
- rswail 5y ago
  TSMC is building new plant in the US and elsewhere outside of Taiwan. There's no guarantee that Chine will "takeover" Taiwan any time soon, the geo-politics of that are way more enormous than just chip manufacture. Most of the development in manufacturing of chips is by the companies that supply the fab developers, the integration of those skills and components is where the different fab owners have their competitive advantages. The "future when the US/EU can't produce our own chips" was also in the 80s when there was a push to develop memory manufacturers and back then, Japan was the evil empire that needed to be stopped. TSMC would continue post a China takeover of Taiwan.

effie 5y ago

> If this merger doesn't happen China is going to win the chip race. Wut? How is NVIDIA keeping new ARM designs from competitors like Intel, AMD and phone manufacturers helping to win the "chip race"?

Aicy 5y ago

Promoting fair competition (not crony captalism) is how the US wins the chip race