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Nvidia acquisition of Arm throws company into tech spat between U.S. and China


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2020 Sep 14, 8:51am   1,166 views  7 comments

by Eric Holder   ➕follow (5)   💰tip   ignore  

SHANGHAI (Reuters) - Nvidia Corp's $40 billion acquisition of chip designer Arm is set to catapult it into the fray of geopolitical tensions between Beijing and Washington, analysts and lawyers say.

Arm's blueprints for powering chipsets are a critical component for many Chinese smartphone makers and AI firms and China is expected to take a dim view of an American company having so much sway in an industry it has prioritised in its battle for tech supremacy with the United States.

"Anything that creates more concentration in the industry to the benefit of a U.S. company, I would think that's not aligned with what China wants, said Art Dicker, director at Shanghai-based R&P China Lawyers.

China's State Administration for Market Regulation, which has to give the go-ahead for the deal alongside other regulators globally, did not respond to a request for comment.

Shares of Nvidia rose 7.6% on Monday following the announcement.

https://finance.yahoo.com/news/nvidia-acquisition-arm-throws-company-121056686.html

Comments 1 - 7 of 7        Search these comments

1   Patrick   2020 Sep 14, 7:01pm  

Important to the story:

Arm Ltd. (stylized as arm) is a British semiconductor and software design company owned by Japanese conglomerate SoftBank Group.


But if Nvidia buys it, then it will be American.
2   Blue   2020 Sep 14, 7:58pm  

Patrick says
But if Nvidia buys it, then it will be American.


That is the real problem, China does not like it. Btw, 40B is very good (low) price.
3   EBGuy   2020 Sep 14, 8:37pm  

Oh wow, I must have been worried about something else (maybe pandemic, economic collapse, or fires) and missed Apples announcement that they are going to be using their own (ARM based) chips in Macs next year.
And check out this table of ARM world dominance.
4   EBGuy   2020 Sep 15, 1:04pm  

Apple Macinstosh: To RISC and back again.
5   Booger   2022 Sep 29, 5:18pm  

https://youtu.be/WskDamxH2z4

Hitler reacts to the Nvidia RTX 4080 price
6   gabbar   2022 Sep 30, 5:33pm  

At what price is NVDA is a bargain?
7   Patrick   2022 Sep 30, 5:46pm  

gabbar says

At what price is NVDA is a bargain?


One rule of thumb is that you want to buy at a p/e ratio below the annual revenue growth rate.

p/e is currently about 33, so if you expect revenue will rise more than 33% in the coming year, you should buy, according to this rule.

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