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Arm China Has Gone Rogue

semianalysis.substack.com

1–10 of 686 posts

Re: Arm China Has Gone Rogue

#4
If the current course continues this seems likely to lead to a bifurcation of the Arm ecosystem - presumably with Arm customers outside of China competing with incompatible products exported from China based on Arm China designs.

I don't have any insight into the quality of the Arm China team but isn't one possible outcome that there is strong competition between the two ecosystems. So we could be in an Arms race (sorry!)

Re: Arm China Has Gone Rogue

#5
This is the standard Chinese operating model, as I understand it. Accept foreign subsidiary investment on condition of 51% Chinese ownership, transfer the technology, then turn around and compete with the parent. It was a similar story with maglev trains.

Re: Arm China Has Gone Rogue

#6
> As part of the emphasis on the Chinese market, SoftBank succumbed to pressure and formed a joint venture. In the new joint venture, Arm Holdings, the SoftBank subsidiary sold a 51% stake of the company to a consortium of Chinese investors for paltry $775M. This venture has the exclusive right to license Arm’s IP within China.

Somewhere between a hard fork and rebase force push. There is even less value in Arm, but RISCV will face a slightly harder time, Arm China will be tough to compete against.

Re: Arm China Has Gone Rogue

#9
This is why China can never be a global financial hub or have a global reserve currency.

Russian oligarchs, Saudi princes, and other shady characters would never move their money to China for safekeeping. No matter how friendly they are with the Chinese. Move only enough money to do business in China, all extra is moved elsewhere.

Without independent courts, separation of powers, ownership is a political privilege.

Re: Arm China Has Gone Rogue

#10
The visual cliche of the "evil Chinese man in front of a red background with five yellow stars" has come as far as that of the "hacker guy wearing a hoodie in a dark room with obfuscated JavaScript floating in the frame."
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