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Everything is over, the US company negotiations have failed, and the situation that Huawei wants to see appears!
In 2020, U.S. company Nvidia announced that it will start negotiations to launch an acquisition of British chip architecture giant ARM for a sky-high price of $40 billion. ARM is one of the world's largest chip architecture design giants, including Apple, Huawei, Qualcomm and other well-known chip companies, are ARM customers.
It is conceivable that if Nvidia successfully acquires ARM, then Chip companies such as Huawei and Qualcomm will indirectly become the downline of NVIDIA, and it is not enough to see NVIDIA's face. Based on this consideration, after the news of Nvidia's negotiations on the acquisition of ARM came out, chip companies such as Apple and Qualcomm have raised objections one after another.
Huawei, because it was included in the list of targets by the United States before the acquisition case came out, naturally it is also opposed to Nvidia's acquisition of ARM. This is not a deliberate target by Huawei, but if it really allows Nvidia to successfully acquire ARM, it is really possible to restrict Huawei's use of the chip architecture designed by ARM with the urine nature of the US authorities.
No matter how you look at it, if Nvidia successfully acquires ARM, it will be harmful to Huawei's subsequent development. Therefore, when Nvidia began negotiations on the acquisition, Huawei, together with a number of domestic companies, made suggestions to our State Administration for Market Regulation, asking for vetoing the deal, or attaching conditions that could not make ARM a trump card to threaten Chinese chip companies after being acquired by the US company Nvidia.
In fact, in addition to Huawei, Apple, Qualcomm and other chip companies to the acquisition of ARM by NVIDIA, even ARM's home country, the United Kingdom, is also very resistant to this deal, believing that it will weaken britain's scientific and technological strength. It can be said that Nvidia's acquisition of ARM, in addition to the acquisition and the acquisition of the acquired party's hope to reach a transaction, the outside world is basically opposed.
If Nvidia eventually acquires ARM, not only Chinese companies such as Huawei will be affected, but also chip companies in other countries. After all, more than once in history, the United States has used its technological hegemony to suppress companies in other countries. More importantly, the United States itself has a great right to speak in the semiconductor field, if ARM is also included in the United States, then the United States' voice in the global semiconductor industry will be further expanded, and it will be more difficult for other countries to have a head start.
It was all over, and the U.S. negotiations failed
Under the premise of so many objections, the outside world is generally not optimistic about the NVIDIA acquisition, believing that the final result of the negotiation is the failure of the negotiations. Judging from the news reported by the media on February 8, in a wave of opposition, the NEGOTIATIONS between US companies failed, and the NVIDIA acquisition case eventually went bankrupt.
It is reported that SoftBank's sale of chip business ARM to Nvidia has gone bankrupt, and although the transaction has not been concluded, the seller SoftBank Company has not lost money, because according to the negotiated agreement, even if the final acquisition fails, Nvidia will pay it a break-up fee of $1.25 billion, from this point of view, SoftBank is equivalent to an empty glove white wolf.
Everything is over, the US company negotiations have failed, and the situation that Huawei wants to see appears! For Huawei, ARM is not acquired by NVIDIA is the best outcome, but also the situation that Huawei wants to see the most, otherwise Huawei will not organize domestic companies to submit a proposal to our State Administration for Market Regulation to reject the acquisition of Nvidia. It can be seen that for the ARM chip architecture, Huawei is still more dependent. Of course, this is only temporary, according to people familiar with the matter, Huawei is stepping up research on its own chip architecture in case of emergency.
Overall, the failure of the U.S. company Nvidia negotiations is the best outcome at present, and it is also the result that many countries are willing to see, with the exception of the United States. As mentioned above, if NVIDIA successfully acquires ARM, the chip strength of the United States will be further improved, and it can better teach disobedient foreign companies, but unfortunately, now all the dreams are in vain.
Finally, the editor would like to say that the chip is the heart of a country's science and technology, If China's science and technology industry wants to rise successfully, it must be to solve the "heart" problem, if we can't even achieve the "heart" to achieve domestic production, then the stuck neck will be the norm, and there is no hope of rising.
Therefore, we should be vigilant, abandon the past comprador thinking, and strive to achieve chip independence at an early date, so that China's science and technology can truly stand tall in the world, and the mainland can more calmly cope with the increasingly complex international situation and challenges.
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