Nvidia closing in on deal to buy ARM *spawn*

Discussion in 'Graphics and Semiconductor Industry' started by DegustatoR, Jul 22, 2020.

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  1. MfA

    MfA
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    The larger Apple's marketshare is, the less devices can be made with NVIDIA GPUs and Apple marketshare is growing in important markets.

    If ARM gets bought by a vulture capitalist which invests fuck all (which is IMO the most likely alternative to NVIDIA) the consumer market will get worse for NVIDIA.
     
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  2. Kaotik

    Kaotik Drunk Member
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    Samsung & other big players at least planned to make offer as co-owning it among many Arm using companies (if NVIDIA doesn't get it)
     
  3. DSoup

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    Apple's market share in there most important markets is pretty much at a plateau. Markets - which are relevant here - are growing?

    Are you suggesting the regulators would be smart enough to reject Nvidia acquiring ARM but stupid enough to approve an organisation who just want to loot it? Do you have any evidence of this every having happened before?
     
  4. pharma

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    It has been mentioned that companies like Qualcomm (who expressed an interest in ARM shares) would have an overall negative effect. Not sure if regulators would have any say in a case like this.
    https://forum.beyond3d.com/posts/2212960/
     
  5. DSoup

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    The UK absolutely does. In addition to traditional monopolies and mergers considerations, the economic impact and national security implications of mergers and acquisitions are considered. If I own a company that created sensitive technology and I decided to sell the company to a foreign owner, I could be prevented from doing so under variation legislation that is intended to preserve the economy and not introduce risks to national security. It's happened recently.

    And the UK is far from the only county in Europe with such powers. This is very much an emerging legislatory measure designed to counter foreign investors who may not share the interests of your company/country.
     
  6. Ailuros

    Ailuros Epsilon plus three
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    It would be an interesting idea to grant 20% of ARM's shares to QCOM, 20% to Apple, 20% to NVIDIA, 20% to Samsung and the remaining 20% to all others interested. The fact that it might take more than a decade for each hw generation to appear because the owners wouldn't easily agree to anything, is besides the point *cough*

    While the original sale of ARM to Softbank is done and old news I'd still like to hear what the exact reasoning of the British government was to allow the sale of such a large AND profitable technology powerhouse as ARM. Usually governments or even nations are proud of such achievements.....which brings me to the point that whatever legislation has appeared ever since within the EU or in countries that used to belong to the EU is simply too little and too late.
     
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  7. DegustatoR

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    It could be an interesting idea for x86 and RISC-V companies to do that to Arm, yeah.
    Apple and Qualcomm would likely also be very okay with that (for some time at least) since they design most of their Arm h/w in-house anyway.
    But for a wide market such option would be nothing short of a disaster.
     
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  8. DSoup

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    ARM's sale to Softbank in 2016 came with a number of regulatory strings, including the UK entity's retainment of the IP and continuance of the UK HQ operation. The UK's underlying legislation, the Enterprise Act, stems from 2002 so is not new. There are evolving considerations which are new but the UK's ability to regulate and prevent acquisitions and investments is not new.

    Softbank's acquisition of ARM was declared as being a financial investment with no intention to meddle with the business. This is perhaps not the case with Nvidia's intended acquisition. That's probably the biggest perceived different between the two acquisitions and why they are panning out differently.

    As for the EU, whilst the EU has it's own regulatory approval process, this is focussed on the impact of mergers and acquisitions on the market regarding competition and consumer choice. It has always been up to individual member states to apply their own considerations and approval processes where their national interests are at stake.

    And again, this is not restricted to just the UK.
     
    #189 DSoup, Oct 13, 2021 at 8:37 PM
    Last edited: Oct 13, 2021 at 8:45 PM
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