News China's Access to Arm's Advanced Chip Designs Limited by U.S. Export Controls

[Admin]

China's Alibaba cannot get Arm's Neoverse V core IP design due to export restrictions of the U.S. and the U.K.

China's Access to Arm's Advanced Chip Designs Limited by U.S. Export Controls : Read more

 

[digitalgriffin]

Not a surprise, and this is why Loonson is being limited to export. It's one of few the leading edge processors they can make. But they are limited in availability.

 

[vulcanodon]

Good. China is an adversary to the western world. It's an authoritarian regime that actively works to erode democratic norms at home and abroad. They should not have access to advanced western tech

 

[Chung Leong]

This is going to ruin ARM. The company is already struggling to generate growth. Its dominance of the mobile space is so complete that there's simply no more marketshare to capture. That's why Softbank had wanted to offload it to NVidia. With these restrictions taking a big bite out of potential growth, the company is going to be under a lot of pressure from shareholders to generate returns by cutting R&D and gouging licensees.

Meanwhile, Chinese-backed firms will be poaching their engineering talent. These won't enjoy merely implicit state support, but will also have a captive market. No worry about competing with Team Blue and Team Red's latest and greatest. Guaranteed success, basically. Any British engineer jumping ship is guaranteed to become a multimillionaire. Would he refrain from doing so--not for King and Country--but Uncle Sam?

 

[pug_s]

This is going to ruin ARM. The company is already struggling to generate growth. Its dominance of the mobile space is so complete that there's simply no more marketshare to capture. That's why Softbank had wanted to offload it to NVidia. With these restrictions taking a big bite out of potential growth, the company is going to be under a lot of pressure from shareholders to generate returns by cutting R&D and gouging licensees.

Meanwhile, Chinese-backed firms will be poaching their engineering talent. These won't enjoy merely implicit state support, but will also have a captive market. No worry about competing with Team Blue and Team Red's latest and greatest. Guaranteed success, basically. Any British engineer jumping ship is guaranteed to become a multimillionaire. Would he refrain from doing so--not for King and Country--but Uncle Sam?

ARM is already screwing themselves because ARM is suing Qualcomm over the acquisition of Nuvia. Meanwhile, Chinese firms like Alibaba is already seeing the writing in the wall and they are all in on RISC V soc's.