[New Zhiyuan Introduction] After continuous fluctuations in the second half of 2020, Nvidia's market value finally rose all the way, setting a record of US$508 billion, ranking second in the semiconductor industry, and Nvidia's co-founder, CEO and president Huang Renxun's value a

Source: Foreign media

Editor: Priscilla

[ New Zhiyuan Introduction] After continuous fluctuations in the second half of 2020, the market value of Nvidia finally rose all the way, setting a record of US$508 billion, ranking second in the semiconductor industry, and Nvidia co-founder, CEO and president Huang Renxun 's value has also risen to US$19 billion. But the Arm acquisition case, which has caused a lot of controversy, is in trouble again and faces scrutiny by regulatory authorities in various countries.

Nvidia founder, current CEO, O Huang Renxun 's value has risen to 9 billion .

is about RMB 123.1 billion , and another billionaire was born!

ranks 186th in in Forbes real-time rich rankings!

What drove Huang Jiaozhu 's value to soar is Nvidia 's rapid market value.

In the past few days, the share price of Nvidia has risen sharply.

accidentally set a new record with the market value of html of 1508 billion US dollars, becoming the second company in the semiconductor industry with a market value of with a market value of more than 500 billion yuan.

Now, Nvidia price per share has exceeded $203 . In the past 2 months, has increased by nearly 80% , far exceeding Philadelphia Semiconductor Index .

, and is still the leader in the semiconductor industry.

In the past two years, the stock price of TSMC also soared sharply.

Currently the market value of has exceeded US$610 billion , making it the company with the highest market value in Asia.

industry third place is Samsung electronics, and its current market value has dropped to US$480 billion .

But in terms of revenue and profit , Korean technology companies Samsung Electronics far exceed TSMC and Nvidia .

In the second fiscal quarter, Samsung Electronics achieved semiconductor revenue of 22.74 trillion won, or approximately US$19.7 billion.

Among other semiconductor companies, Intel market value is US$220 billion , ranking 47th in the world .

AMD recently has also seen a sharp rise in the stock price, with a market value exceeding 30 billion US dollars , ranking 1110th in the world.

Don’t look at the current NVIDIA ’s stock price is so "beautiful". In fact, in the last two quarters of 2020, NVIDIA stock has been fluctuating, almost making investors lose confidence.

However, in 2021, Nvidia stock rose by more than 50%, setting a record high.

Although there was a decline in mid-July, the overall trend is still positive. The reason why

promotes NVIDIA 's stock price is that in addition to launching the Base Command Platform product on August 2, the most popular thing about NVIDIA is its acquisition plan for Arm.

Arm has many difficulties in acquiring

Nvidia planned to acquire Arm from Japan's SoftBank Group for US$40 billion in September last year, and it has been around for nearly a year.

However, regardless of whether the acquisition is successful or not, Nvidia will pay SoftBank 2 billion US dollars.

In the acquisition in 2016, SoftBank did not overlap with Arm's customers, so it relatively maintained Arm's original neutrality.

This transaction needs to be approved by China, EU and US regulatory authorities.

Recently, the British government may prevent Nvidia from acquiring Arm for the potential risks of national security.

In response to the Arm acquisition, British Digital Secretary Oliver Dowden asked the Competition and Markets Authority (CMA) to prepare a report on whether the transaction would be considered anti-competitive, and a summary of national security issues raised by third parties.

The assessment report submitted at the end of July also confirmed the UK's concerns about national security issues, and the British government may therefore conduct a more in-depth review of the merger and acquisition.

Arm's technology is at the heart of most smartphones in the world and is increasingly instrumental in computing, including server machines running corporate and government systems.

At present, Arm is still relatively neutral in selling chip blueprints and licensing its standards, and many buyers are fierce competitors.

In addition to the review by the British government, according to the Antitrust Law, if the relevant company's turnover exceeds 10 billion yuan worldwide, even if the transaction is not the Chinese company, it will be included in China's antitrust supervision.

At present, Chinese regulatory authorities have started dialogue with the two companies, but the official review has not yet begun, and the review time may take half a year or even longer.

Nvidia promises that if the acquisition is completed, it will maintain Arm's independence and invest heavily to expand its influence.

However, judging from the sanctions that have been continuing in the past few years to the present, even if Nvidia promises to remain "open", it will be difficult to alleviate the concerns of all parties about the acquisition case.

may aggravate the "bottleneck" problem

For major giants such as Apple , Intel , Qualcomm , Qualcomm , etc., acquiring Arm is their dream, but because it overlaps with the Arm business, it is impossible to pass antitrust approval, so I gave up this idea.

If Nvidia can successfully acquire Arm, it means that in the future business fields such as automobiles, artificial intelligence and data centers, these giants will become direct competitors of Nvidia .

And at the national strategic level, once Nvidia acquires Arm, Arm becomes a subsidiary of a US company, which will completely destroy Arm's neutrality and thus should affect my country's chip supply source.

my country's information and communication industries, including integrated circuit industry, software industry, etc., have made great progress, but chips and operating systems still have shortcomings.

At present, under the four rounds of sanctions from the United States, Huawei 's consumer-grade business has suffered heavy losses.

Even though the United States has recently relaxed some restrictions, in this era when 5G has been fully popularized, only chips equipped with 4G baseband can be used.

Therefore, if Nvidia successfully acquires Arm, it is equivalent to the patent foundation of China's smartphone industry being tightly pinched by American companies.

and Nvidia 's acquisition will not only give Chinese chip design companies a blow, but will also make the problem of "bottleneck" worse.

However, there is opportunity when there is danger, and it may allow the Chinese chip industry and academic circles to start researching basic issues steadily.

Reference:

https://www.realmicentral.com/2021/08/08/nvidias-market-value-exceeds-500-billion-the-semiconductor-industry-is-second -only-to-tsmc/

https://www.bloomberg.com/news/articles/2021-08-03/u-k-considers-blocking-nvidia-s-takeover-of-arm-over-security

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