Text|Technology is ahead
Chinese academician Ni Guangnan 's opposition
Everyone should know that the US chip giant, 8 _span 8 Nvidia in September last year, planned to spend 40 billion US dollars last year The British chip giant, ARM , was purchased from Japan’s Softbank . Once this news was released, it caused great turmoil at home and abroad, but at the same time, the acquisition plan that caused a huge shock in the global chip industry stalled due to opposition from many parties.
ARM, as the largest chip company in the UK, masters the core technology of chip architecture, maintains an open-licensed business model in the international market, and cooperates with companies all over the world. It is not an exaggeration to say that more than 90% of smartphones worldwide use the ARM architecture. Companies such as Apple, , Huawei , and Qualcomm all cooperate with ARM.
Once the acquisition is completed, ARM may no longer maintain an open and neutral business model due to the long-arm jurisdiction of the United States. The global semiconductor landscape is also very likely to be reshuffled. The United States is likely to take this opportunity to The semiconductor chip monopolizes the industry, and it can be said that this will greatly affect the global chip market.
Therefore, as soon as NVIDIA’s plan was issued, Chinese academician Ni Guangnan once stood up and expressed his opposition.Ni Guangnan said: Once Nvidia completes the acquisition of ARM, it will not be conducive to the development of my country's semiconductor industry. It will not be so easy for my country to use the ARM chip architecture comfortably in the future.
In addition to Ni Guangnan’s opposition, domestic companies such as Huawei have also stood up to the domestic regulatory authorities. Therefore, my country, which has a veto in this acquisition, will eventually vote It is a negative vote.
NVIDIA’s US$40 billion acquisition plan adds another variable
As the impact of NVIDIA’s acquisition plan has been recognized by more and more countries, there are more and more oppositions to Academician Ni Guangnan and our country Large companies, more and more countries and companies have joined the opposition camp.
First, twenty-eight European countries have joined the opposition lineup. It is reported that 28 European countries have begun in-depth investigations into this plan.
Secondly, the US chip giant Qualcomm also stood up and officially stated that the acquisition plan of NVIDIA may have a certain impact on Qualcomm’s business in China. Therefore, Qualcomm competed with the US antitrust agency and the UK. The Market Administration and others submitted objections. At the same time, American giants Google and Microsoft also raised objections recently because of the break of the ARM neutrality.
It can be seen that even if Academician Ni Guangnan and China agree, Nvidia’s plan to acquire ARM is also difficult, and the degree is no less than that of Huawei regaining the supply of high-end chip foundry.
Musk also expressed concerns
Although the voice of opposition from companies in various countries is growing, Nvidia founder Huang Renxun once said that after the acquisition of ARM, Span8span would not intervene. The development of ARM means that ARM still maintains an open and free model of development. And Huang Renxun also firmly believed that Nvidia would pass the scrutiny. The team opposing Nvidia’s acquisition plan is getting stronger, so can Nvidia reach through the barriers and get what it wants?
According to the latest media news, Nvidia’s plan to acquire ARM has added many variables. It is reported that the CMA (British Competition and Markets Authority) recently announced that it will start the second phase of the acquisition of Nvidia because it is worried that ARM will become a "tool" for the acquirer to restrict competitors, thereby affecting fair competition in the market. Investigation.
However, the relevant documents required for the review have not been submitted, so the review will be postponed to September. Nvidia promised to submit relevant materials around the 6th of this month, and the European Commission will conduct a transaction investigation.
It is not difficult to see that once the second phase of the investigation is launched, it is conceivable that this acquisition plan will add a lot of resistance.
In addition, Musk, the CEO of Tesla , recently expressed concern about the acquisition plan of Nvidia. It is reported that after Google, Qualcomm, Amazon , Samsung and many other companies raised objections to the United States,Musk is also on the same front, expressing competition concerns about Nvidia's acquisition of ARM.
finally
In general, there are more and more objections to the acquisition of ARM by NVIDIA, and the co-founder of ARM seems to be shaken by so many objections. Said that the transfer of Britain's most powerful trade weapon to the United States would make Britain a vassal state of the United States. Recently, NVIDIA said that the transaction is still in progress. In other words, one party has been shaken, one party is still holding on, coupled with the opposition of many parties, the final outcome of this $40 billion acquisition has become more and more clear.
Even in the worst case, our country still has a veto! For this result, have you already predicted it?
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