tokyojoe

3 ms·

1.
by tokyojoe 5y ago
You have not given a single strategic imperative for the Nvidia acquisition. They have full access to the IP. The real issue here is Nvidia are hugely overvalued thanks to the vagaries of the US tech stock market and the ‘irrational exubera
2.
by tokyojoe 5y ago
That’s exactly what it was - an opportunity to cash in. The other side of this coin is when you have supply shortages and/or a stock mkt run as we now have, some companies end up with huge mkt caps and are able to make purchases like
3.
by tokyojoe 5y ago
Nvidia don’t need ARM in-house to be successful. They already are. They are overvalued and have a huge mkt cap and are looking to make an acquisition as a result. Ultimately, the stock market will decide what Nvidia does with ARM. The press
4.
by tokyojoe 5y ago
ARM is used across a huge array of end market segments. Granted, none are as big as mobile, but they’re important nonetheless. To say that all ARM SoC vendors are competitors is therefore not strictly true.
5.
by tokyojoe 5y ago
This reminds of the analyst who predicted AMD’s acquisition of ATI would kill off Intel. Nothing of the sort happened. If a chip supplier like Nvidia buys ARM and uses its products, it will ultimately have an outsize say over ARM’s product
6.
by tokyojoe 5y ago
Power consumption is a key application requirement for mobile. I don’t know that GPU’s are designed to run on the smell of an oil rag which the ARM processor cores do.
7.
by tokyojoe 5y ago
You’re talking about M&A (market consolidation) and I am talking about the supply and value chain. Two completely different things. The supply/value chain is broken up into little chunks with specialists focusing on a narrow activi
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by tokyojoe 5y ago
You might be right here.
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by tokyojoe 5y ago
Yeah. Looks like that. :)
10.
by tokyojoe 5y ago
The semiconductor supply chain is now almost completely disaggregated ie everyone specialises in just a small part of the value chain. ARM’s speciality is in CPU design and it has carved out for itself the enviable position of being the def