dylan522p

5 ms·

1. 31.▲
   by dylan522p 5y ago

   Arm does not manufacture chips. They license IP for per chip or blanket fees. The model of many of these licenses is irrevocable. I've seen a couple different Arm licensing contracts and they're all very different so hard to make
2. 32.▲
   by dylan522p 5y ago

   Thanks, I messed up when copying to from the actual site to the Substack, which is the one being shared here. Thanks!
3. 33.▲
   by dylan522p 5y ago

   Chips themselves can be sold, yes. The IP cannot be licensed to non Chinese based semi firms.
4. 34.▲
   by dylan522p 5y ago

   Author here. They specifically said they are not working with foreign companies. While they have exclusive rights to arm architecture in china, they cannot do anything outside china.
5. 35.▲
   by dylan522p 5y ago

   Author here, there is a Singaporean investor as well, but they have deep Chinese ties. I agree with your assessment. Allen Wu is an American citizen too, but loyal to China with deep CCP contacts.
6. 36.▲
   Google New Custom Silicon Replaces 10M Intel CPUs – Google Argos VPU(semianalysis.substack.com)

   2 points by dylan522p 5y ago|1 comments