Napoleonic
Active member
https://wccftech.com/nvidia-arm-acquisition-40-billion/
this news have been boiling on for some time and yet nobody seem to take it seriously, I can't help but wonder what impact this will have on the next decade or more.
1. a. nv will go to fight in server CPU service for sure taking on everyone else, but b. will the war bleed into diy pc market? not in short to medium time scale for sure.
2. however I can't help but wonder how much of immediate impact this will have on mobile industry? from apple to qualcomm to samsung, all maybe affected, nv obviously even have less chance to win here, I mean technically they maybe could say to these guys : we're stopping you from making mobile CPUs... but that would lead to what, chaos in mobile industry and commercial suicide for nv? but I also can't see nv still give them free reign after spending that much money to acquire ARM... so what's gonna happen?
3. if nvidia does produce their ARM CPUs, which fab would they use? TSMC is the obvious destination, but considering the already fierce competition to produce there, adding a new line of CPU there may not be ideal for everyone involved, the alternative are what, samsung and china? will nv own a fab in the future?
4. will nv dominate the semiconductor industry in the future?
this news have been boiling on for some time and yet nobody seem to take it seriously, I can't help but wonder what impact this will have on the next decade or more.
1. a. nv will go to fight in server CPU service for sure taking on everyone else, but b. will the war bleed into diy pc market? not in short to medium time scale for sure.
2. however I can't help but wonder how much of immediate impact this will have on mobile industry? from apple to qualcomm to samsung, all maybe affected, nv obviously even have less chance to win here, I mean technically they maybe could say to these guys : we're stopping you from making mobile CPUs... but that would lead to what, chaos in mobile industry and commercial suicide for nv? but I also can't see nv still give them free reign after spending that much money to acquire ARM... so what's gonna happen?
3. if nvidia does produce their ARM CPUs, which fab would they use? TSMC is the obvious destination, but considering the already fierce competition to produce there, adding a new line of CPU there may not be ideal for everyone involved, the alternative are what, samsung and china? will nv own a fab in the future?
4. will nv dominate the semiconductor industry in the future?