GIVE THE US CONTROL OVER ARM... and you get INTEL II
Much of the concern over Nvidia was whether the next Cult puppet Trumper might block ARM technology and kill the company in the process. Herman Hauser the founder of ARM always wanted ARM to be the Switzerland of Technology. Well, that's just not the way the US or UK politicians "FEEL" about anything. After all, if ARM can't be weaponized what's the point of ARM?
ARM is popular because it was perceived as neutral. It is the same argument I give as to why INTEL or SAMSUNG FAB will fail. Nobody is going to bring their proprietary fabless designs to INTEL or SAMSUNG for fabrication. When Mr. Son bought ARM that understanding was put into the sales contract. But when Son decided to match off with Nvidia, all that rubbish went out the window and the US started laying claims to block ARM from China, by blocking US chip companies that had ARM licenses. This ain't Switzerland... unless you use the IRS BANK definition and the Swiss Banks roll over for IRS giving client lists to IRS. But that doesn't count. Sure it does. It shows the US relentless push to control everything by any means it can. So the NASDAQ listing is suicide for ARM.
ARM will not stay in the UK. Why? Europe. The UK is not a Tech leader. Europe is a tech leader, the US is a tech leader and China is a tech leader. Korea is trying to butter up the US as does the endless wrist licker Japan. Wrist lickers are not sovereigns.
My view is ARM is a dead man walking. The sooner the US takes over ARM the sooner it dies. ASIA is not going to get dependent on ARM and the whims of the US Politicians. US politics has become toxic and xenophobic. The lunatic fringe rednecks in Murica hate Asians, especially the Chinese but add in Japanese, Vietnamese and Koreans and they hate Europeans. Listen to Tom Cotton out of Arkansas if you want to see how these lunatics think.
Look at the US exchanges. They Delisted companies for being Chinese. Of course China played that hound dog in reverse when it splatted Soros and others by pulling DIDI back to ground. The new USA motto should be "Anything but neutral!"
What will replace ARM says the smug Union in Cambridge? Provinciality for one thing, Tom Cotton, Rick Scott,,, and other Xenophobic US politicians fromn Redneckersonville. It is a mindset so toxic, nobody and no company that requires intelligence can thrive.
What will replace ARM? RISC-V. Less instruction sets, NO LICENSE FEES, OPEN SOURCE and Customizable. This is the clash between CHINA and AMERICA. Americans think they should be paid for usinig the English language. Labron James is tradmarking "Just Dribble" or some similar unmemorable phrase. So if yoiu use the phrase you have to pay him. Oh if the British could have only trademarked Shakesphere. Think of dough.
RISC-V is being adopted by Intel. Why? Becaue even INTEL wants the US Gov off its back. If you pay attention to Microsoft,, more and more is open source. And as for open source, Libre Office is as good as it gets... perfect.
Without licenses the Tom Cotton view of IP BTCHING has no steam. The last IP complaint by WTO involved a Chinese Firm that deployed a French company headlight switch. That was in 2008. The US of course joined the suit. The Chinese firm pay the royalties, then promptly designed a new switch and the French design died on the shelf. Is that a victory for IP? No it is not. The question is how many nusiance patents do you have to navigate to get loose from the jerks?
In one fantastic case, a US lawyer, patented a wire transversing a fabric. He sued everyone that was attempting to make smart clothing that had wires that traversed the fabric. Did this clown really own this? Or is this prior art from people who made electric socks that never filed any stupid patents?
The path is clear. If you want to avoid Tom Cotton and the other dopes, go open source. ARM is the model Tom Cotton and Rick Scott and other necks would love the most because they can block your licenses through the venerable FTC or some other US Gov agency. Good luck ARM in the USA. They will destroy you just as they have destroyed INTEL.
Finally I will tell you the great OBAMA INTEL Story. China entered a contract with INTEL for 500 or so CPUs for use expressly in thier new super computer they were building. OBAMA BLOCKED THE SALE FORCE MAJEURE. The US Anti-free traders loved it. Intel hated it because they saw the future. A mere 15 months later China developed its own fast RISC chips, minus casche and built the fastest Supercomputer every made... That record is constantly shattered. But it deomonstrates what blocking technology achieves... a new competitor.
Intel missed the entire hand held market because Asian phone makers refulese to accept the risk of uisng INTEL chips which the US Government could block from a sale at any whimisicle moment.
So the war is not my friends... Open licenses and open source or US Politician controlled technology licensing. THE US POLITICIAN REDNECKS are OPPOSED to OPEN LICENSES AND OPEN SOURCE. But they can't do a thing about Open Source.
Mr Son does not care at all about the Future of ARM. He wants out. A Goldman IPO will accomplish his goals and leave the US stockholder as bagholders for the long slow demise... The long slow death of Intel to the point where Intel is now begging for subsidies from the US Politicians that destroyed the company.