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.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.