Reply to post: Re: Indeed...

Nvidia to acquire Arm for $40bn, promises to keep its licensing business alive

Anonymous Coward
Anonymous Coward

Re: Indeed...

"How long before ARM is added to the list of technologies that China is not allowed to use?"

They don't need to be - without the fabs to produce the cutting edge designs, China are already effectively prevented from using ARM's latest designs as China is limited to using 28nm+ fabs. While there are some very low volume options at 16nm, they are unlikely to provide any significant volume in the immediate future (i.e. 2020/2021)

While ARM is still a little way ahead of RISC-V in terms of optimisations for older 28nm+ designs, its likely to either slow ARM customers moving to RISC-V or stop them completely until the sanctions are lifted. As two thirds of the revenue in semiconductors is in the <28nm space, this likely benefits ARM long term.

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