9Lun
I can imagine that this will be a shot in the arm
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@Soprano
Maybe Trump will even get involved. Since it's not a US company. There will certainly be punitive tariffs
Maybe Trump will even get involved. Since it's not a US company. There will certainly be punitive tariffs
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9Lun
@Tenbagger2024 I'm not afraid of that, but I don't think customers will put up with it for long. If it would work to sell licenses and have your own product at the same time, Intel could have done it 50 years ago.
They could have licensed their CPUs and said "Yes, you can make your own, but ours are 3x better"
They could have licensed their CPUs and said "Yes, you can make your own, but ours are 3x better"
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It is difficult to estimate what impact it will have on NVIDIA and Qualcomm.
It is difficult to estimate what impact it will have on NVIDIA and Qualcomm.
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9Lun
@Tenbagger2024 In my view, this will lead to a break between ARM and Qualcomm. First ARM tries to make life difficult for Qualcomm in court and now they are also poaching employees and customers. This war could cost both companies huge sums of money.
Major customers such as Apple could be very irritated by the situation and may find what ARM is trying to do rather bad. Meta, on the other hand, is delighted.
For NVIDIA, this is not a threat at the moment. I know there are different opinions, but in my opinion ARM is not yet in a position to hold a candle to NVIDIA and NVIDIA doesn't need ARM either.
The hyperscalers, i.e. AWS and Microsoft, could potentially benefit from this. If a battle breaks out on the semiconductor market, chips will become cheaper. And of course TSMC and Synopsys will also be happy.
Major customers such as Apple could be very irritated by the situation and may find what ARM is trying to do rather bad. Meta, on the other hand, is delighted.
For NVIDIA, this is not a threat at the moment. I know there are different opinions, but in my opinion ARM is not yet in a position to hold a candle to NVIDIA and NVIDIA doesn't need ARM either.
The hyperscalers, i.e. AWS and Microsoft, could potentially benefit from this. If a battle breaks out on the semiconductor market, chips will become cheaper. And of course TSMC and Synopsys will also be happy.
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@Soprano Cadence should also benefit. I also read last year that they are trying to become independent of Arm. And that an initiative had been founded, including Infineon and Bosch. Perhaps this is now also a backlash from Arm. I think Nvidia will have to adapt to competition anyway. That's why they are now moving into new business areas. It's a pity that the authorities didn't approve a takeover of Arm by Nvida at the time, but somehow understandable. I can't really assess the situation with Qualcomm yet. However, the news has had little impact on the share so far.
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You already know who's behind poor! Trump can't even stand up to that... You saw it well with China Customs, how he backed down... And arm is in every fucking smartphone... Apple co is just the logo that might be engraved on the ship to California 🤣
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