China Talk has been indispensable since I started listening 2 years ago Jordan. Probably the greatest arch of events and information I’ll ever have the pleasure of learning in real time and I come from the Middle East! Keep it up, you’re doing great.
Amusing point of view. They wanted to go in China and created a new Chinese company because they didn't know how to go about it them selves. Then they didn't like how Chinese do business and made a mess of it trying to FIX it. Now they are crying "mommy help" because it doesn't work like west thinks it should.
No. Chinese suppliers are known to provide cheaper alternatives to western products at on-par quality, just in the case of Huawei, even surpassed the west from both costing and quality. So expect, this new chip supplier will do the same.
ARM used to be a British company. How the hell our government permitted it to be sold to a Chinese organisation is one of the mysteries of modern life.
Agree, but it's also a silver lining for approval. If Nvidia agrees to look the other way and gives them Neoverse server IP + Armv9 with no strings attached then maybe China allows it. I'm sure it would be a one time transfer, with the US banning future ones, but anything to get the deal done. For that reason, I think the EU will be the toughest part and why I only give it 1/4 chance of success.
Insane! Dylan, would you be up for talking about this/other china-adjacent chip topics on my podcast https://podcasts.apple.com/us/podcast/chinatalk/id1289062927?mt=2?
Sure. I reached out via DM.
China Talk has been indispensable since I started listening 2 years ago Jordan. Probably the greatest arch of events and information I’ll ever have the pleasure of learning in real time and I come from the Middle East! Keep it up, you’re doing great.
aww thanks so much danny!
It's ARM, not "Arm."
They rebranded from ARM to arm/Arm a while ago. See their website and recent presentations
Doesn't matter. That's stupid and shouldn't be honored. Nobody should call Red Camera "RED" either. It's not an acronym. "ARM" IS an acronym.
... again part of the rebranding they moved away from the acronym (given they sell more than Advanced RISC Machines)
Tough.
take that up with Arm ;) https://www.arm.com/company/policies/trademarks/guidelines-trademarks
Arm wrestling?
After their 2016 rebranding you will find it is not ARM but arm
Thanks for your contribution. 🤦🏼♀️
Amusing point of view. They wanted to go in China and created a new Chinese company because they didn't know how to go about it them selves. Then they didn't like how Chinese do business and made a mess of it trying to FIX it. Now they are crying "mommy help" because it doesn't work like west thinks it should.
The investor, eyes wide open, has that expectation, that business will conducted fairly according to the laws of incorporation.
What a story!
I wonder, is there anyway that ARM (softbank or nvidia) can block devices with chips from the new company to be sold in western world?
No. Chinese suppliers are known to provide cheaper alternatives to western products at on-par quality, just in the case of Huawei, even surpassed the west from both costing and quality. So expect, this new chip supplier will do the same.
That's not what he suggested. The US can ban them yes. Just like Huawei is banned. Remmember the CFO is still in canada under house arrest.
Fake news...the real is that Chinese owns 51% of the stake in ARM China, you know what it means
ARM used to be a British company. How the hell our government permitted it to be sold to a Chinese organisation is one of the mysteries of modern life.
ARM used to be a British company. How our government permitted it to go to China is one of the mysteries of life.
Arm China, 安谋科技, is asserting their independence. It is the most publicized instance of a joint venture in China going rogue
I am obsessed with this story, and it’s another roadblock to the Nvidia deal.
Agree, but it's also a silver lining for approval. If Nvidia agrees to look the other way and gives them Neoverse server IP + Armv9 with no strings attached then maybe China allows it. I'm sure it would be a one time transfer, with the US banning future ones, but anything to get the deal done. For that reason, I think the EU will be the toughest part and why I only give it 1/4 chance of success.
I think 25% is optimistic. EU, UK, US, China. I can’t imagine all 4 saying yes to this, especially now with Lina Khan running the FTC