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>Find the capital for long-term investment somewhere and follow a path to improvement like AMD did. They did, it was called SoftBank and now SoftBank needs its
by nemothekid 5y ago
>Find the capital for long-term investment somewhere and follow a path to improvement like AMD did.
They did, it was called SoftBank and now SoftBank needs its money back. The comparison to AMD isn’t comparable; AMD already had a high margin business in a proven market; it’s unclear what ARM is going to be pressured to do; either they will have to put the screws on their licensors or start making their own chips (which would be no different from the concern under nvidia)
- screenbreakout 5y agoIs it possible Softbank would sell it to the Chinese and what would the consequences be? a bidding war?
- jbjbjbjb 5y agoI doubt that would be more palatable for the UK government
- pkaye 5y agoThe ARM China venture has gone rogue anyway. It already has exclusive access to ARM IP within China. https://semianalysis.com/the-semiconductor-heist-of-the-century-arm-china-has-gone-completely-rogue-operating-as-an-independent-company-with-their-own-ip/ https://semianalysis.com/the-semiconductor-heist-of-the-cent...