Nvidia’s Plan to Become the King of Chip Design Hits the Rocks

Bloomberg2021-12-03

(Bloomberg) -- When Nvidia Corp. announced plans to buy Arm Ltd. in September 2020, the deal was more than just the chip industry’s largest-ever acquisition -- the company said it would supercharge ...

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精彩评论

Lenny Sari
2021-12-06
Lenny Sari
Like please
Lenny Sari
2021-12-06
Lenny Sari
Awww missed the peak
BrightAim
2021-12-03
BrightAim
👍
Charging
2021-12-03
Charging
[smile]
JonLucky
2021-12-03
JonLucky
Arm-wrestling a strong Arm may lead to some badly twisted arms. Is this arm-twisting technique driven by astute business sense or just plain greed?
- JonLucky:
  It's an arms race 🤣
- Thinn:
  so many arms 🤣
Greenveve
2021-12-03
Greenveve
Like
- BrightAim:
  👍
- Charging:
  [smile]

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Under co-founder and Chief Executive Officer Jensen Huang, the 28-year-old company has become the world’s most valuable publicly traded semiconductor maker.\nNvidia said in a statement that the Arm acquisition will benefit the industry and promote competition.\n“Nvidia will invest in Arm’s R&D, accelerate its road maps, and expand its offerings in ways that boost competition, create more opportunities for all Arm licensees and expand the Arm ecosystem,” the company said.\nThe Arm bid was a record-setting chip deal when it was first announced last year. And an increase in the value of Nvidia stock -- the main component of the sale price -- sent the value of the transaction even higher.\nBut opposition has steadily grown as well. Qualcomm has been one of the key companies raising competition concerns about the purchase, which is also facing a national security review in the U.K., where Arm is based. The deal is likely to face challenges from other investigating authorities, including the European Commission and Chinese regulators, according to Bloomberg Intelligence.\nArm’s technology is dominant in smartphones, where it’s used by both Apple Inc. and Samsung Electronics Co., as well as by Qualcomm, whose chips are the basis of most of the industry’s premier models. Arm also has made inroads into computing, including Apple’s M series processors, and data centers, with Amazon.com Inc.’s in-house designs using the technology in server chips.\nNvidia, which made its name in graphics processors for video games, now sells chips for everything from artificial intelligence to cryptocurrency mining. Adding Arm to that already formidable lineup was hard for the industry -- or regulators -- to swallow.\n“This combo just would have been too much,” said Chris Rolland, an analyst at Susquehanna Investment Group.\nFrom the moment the deal was announced, analysts have fretted about the regulatory barriers in its way. Many said that Nvidia would be better to continue doing what it has always done: license Arm technology and beat competitors to market with better products.\nBut the messy process may have had some upside for Nvidia. By causing disruptions for rivals -- forcing them to waste resources and time on alternatives to Arm technology -- the attempted merger may have helped the company regardless of whether it gets done or not.\nIf the Arm deal ultimately prevails, it would create “revenue synergies,” Bryson said. 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Is this arm-twisting technique driven by astute business sense or just plain greed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601110051","repostId":2188543241,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6839716,"gmtCreate":1638583068265,"gmtModify":1638583068381,"authorId":3573703375513385,"author":{"id":3573703375513385,"idStr":"3573703375513385","authorId":3573703375513385,"name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601110051,"type":1,"supId":0,"prevId":0,"content":"It's an arms race 🤣","text":"It's an arms race 🤣","html":"It's an arms race 🤣"},{"id":6835250,"gmtCreate":1638550489940,"gmtModify":1638550489968,"authorId":3573644992811813,"author":{"id":3573644992811813,"idStr":"3573644992811813","authorId":3573644992811813,"name":"Thinn","avatar":"https://static.tigerbbs.com/d9266b5e702b2469d0dced7310ef80e3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601110051,"type":1,"supId":0,"prevId":0,"content":"so many arms 🤣","text":"so many arms 🤣","html":"so many arms 🤣"}],"langContent":"CN"},{"id":601133656,"gmtCreate":1638496605091,"gmtModify":1638496605381,"author":{"id":"3581823397971154","authorId":"3581823397971154","name":"Greenveve","avatar":"https://static.tigerbbs.com/6c561f6ffa43b092a23982419590bfc7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3581823397971154","idStr":"3581823397971154"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601133656","repostId":2188543241,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6829226,"gmtCreate":1638523367109,"gmtModify":1638523367204,"authorId":3581199769182490,"author":{"id":3581199769182490,"idStr":"3581199769182490","authorId":3581199769182490,"name":"BrightAim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601133656,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"},{"id":6825254,"gmtCreate":1638497756013,"gmtModify":1638497756125,"authorId":3574924744683779,"author":{"id":3574924744683779,"idStr":"3574924744683779","authorId":3574924744683779,"name":"Charging","avatar":"https://static.tigerbbs.com/bb132b01616074824a4d1a4b8478727e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601133656,"type":1,"supId":0,"prevId":0,"content":"[smile]","text":"[smile]","html":"[smile]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":114,"commentSize":32,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2188543241"}