Earlier quoted context omitted.
Not really. Revenues and Profits of Samsung group and Apple are roughly comparable and in many ways Samsung's revenue streams are more diversified and sustainable.. stock valuation notwithstanding.
"stock valuation notwithstanding" Perhaps you were thinking of Samsung Electronics, not Samsung Group.
Nvidia to Acquire Arm for $40B
691–700 of 784 posts
Re: Nvidia to Acquire Arm for $40B
#692When will Europe realise that there is no second place when it comes to a market - the larger player will always eventually end up owning everything. I can not put into words how furious I am at the UK's Conservative party for not protecting our last great tech company. Europe has been fooled into the USA's ultra free market system (which works brilliantly for the US but is terrible for everybody else). As such Ameri…
Re: Nvidia to Acquire Arm for $40B
#693Earlier quoted context omitted.
> You buy, you control, that's how the world works. Only in countries with poor regulators like the states does it work like this.
No, it works like that all across the world in fact. It works like that in Japan: say hello to the many giant conglomerates that rule their economy top to bottom. It works like that in South Korea: say hello to Samsung, roughly 12% of South Korea's GDP in a given year (Walmart by contrast is equal to 2.5% of US GDP, and that's crazy big). It works like that in Germany: say hello to a parade of big old industrial gian…
Might and reality is not right.
We need competition. We adore competition. And even the countries you quote many do have competition. You just do not innovate and of course one can try to stop and rest. But the works does not.
Be water not mountain my friend.
Re: Nvidia to Acquire Arm for $40B
#694Earlier quoted context omitted.
Samsung makes (excellent) screens for iPhones, which are huge competitors to Samsung's own flagship phones, but Samsung still seems happy to take the profits from the screen sales. If there are smaller potential competitors that Samsung won't work with it's most likely because the scale is too small to be in their economic interest, not because they're rejecting profits in order to stifle potential competitors.
Apple is a much bigger company than Samsung, they can't realistically turn down a contract that big when LG is lying in wait to take all that money.
Not the one to rule them all is the key to every innovation.
Re: Nvidia to Acquire Arm for $40B
#695Earlier quoted context omitted.
Thankfully those patents are about to expire.
The original patents have expired. The problem with waiting for the patents to expire is you're always stuck 20 years behind.
Being 20 years behind isn't a particularly big deal if those 20 years are basically just SSE3, SSE4, AVX.
Re: Nvidia to Acquire Arm for $40B
#696This is terrible. Not really just because of Nvidia - which has a lot of problems I've previously commented on the rumors of this [1] - but Nvidia's ownership completely changes ARM's incentives. ARM created a business model for itself where they had to act as a "BDFL" for the ARM architecture and IP. They made an architecture, CPU designs, and GPU designs for others. They had no stake in the chip making game, and th…
I think it's wonderful news that Arm is joining the ranks of giant American tech oligopolies. This is a win for freedom and increases prosperity for all. /s
Re: Nvidia to Acquire Arm for $40B
#697Is it possible/legal for nvidia to charge a billion dollars per cpu for the isa license or are these things perpetual?
Re: Nvidia to Acquire Arm for $40B
#698Earlier quoted context omitted.
Precisely, plus just consider the information that Nvidia will have on all its competitors who use Arm IP. - It will know of their product plans (as they will need to buy licenses for new products). - It will know their sales volumes by product (as they will need to pay fees for each Arm CPU sold). - If they need technical help from Arm in designing a new SoC then the details of that engagement will be available to N…
I wouldn't use the term "unfair" here. There's also just three x86 licensees in the world and people don't usually consider that an affront. You buy, you control, that's how the world works. But I do think it's important that we recognize that we're going from a position of tremendous competitiveness to a much less competitive situation. And that will be a situation where ARM will be tightly controlled and much less…
NO! That is how the world does NOT work! We seen it trillion times, I am disappointed the least seeing this negligent 'argument' for blocking dominance! Shame!
Re: Nvidia to Acquire Arm for $40B
#699Earlier quoted context omitted.
I agree with the general sentiment here, but ARM is not exactly Snow White. It's an open secret that ARM was (and still is) selling the CPU design at a discount if you integrated their Mali (GPU). This isn't relevant to Nvidia today, but it was when they were in the mobile GPU space. Also this caused obvious problems for IMGtec and other smaller GPU players like Vivante.
>I agree with the general sentiment here, but ARM is not exactly Snow White. It's an open secret that ARM was (and still is) selling the CPU design at a discount if you integrated their Mali (GPU). It is actually the other way around. ARM is more like giving the Mali GPU for free ( or at a very low cost ) if you use their CPU. >Also this caused obvious problems for IMGtec Yes, part of the reason why PowerVR couldn't…
Re: Nvidia to Acquire Arm for $40B
#700Earlier quoted context omitted.
And you really think more protectionism will help? Maybe part of the problem is that due to so many regulations, there's not a healthy startup ecosystem and the compensation isn't remotely high enough to draw the best talent.
Regulation has little to do with it. Most of the tech industry is inherently winner-takes-all or winner-takes-most because of how easy it is to scale up tech solutions. US companies get a huge head-start because of their large home market compared to the fragmented EU market, and can easily carry that advantage into also dominating the EU market. There is a reason Russia and China have strong tech companies and Europ…
The strange thing is if you do not count brexit, Arm is one of the many example Uk can do it. And whilst we say Nokia, Sieman and japan fuji (sitting in Hosiptal now and thinking those mri, ...) non-chinese and non-Russia do dominate the tech world even they are not USA. But communist ideology totalitarian I found tik tok is really the exception.
Hence I think Eu has their problem. But not because they are not as good as Russia or china.