Nvidia for Arm – the view from China
Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.
Tag Archives: ARM
Nvida to Acquire Arm – first impressions
Nvidia for Arm first impressions – Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong – customers/competitors regulators, and China.
Death, Taxes and IP Licenses
Death, Taxes and IP Licenses – Someone needs to create a Y-Combinator for semiconductor start-ups.
Arm for sale?
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
Tears in the Rain – Arm and China JVs
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
A new model for semiconductor investing
There was an interesting post on Techcrunch this afternoon, called “The Revival of Semiconductor Investing”. The title alone touched a nerve. It states something that I would very much like […]
