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Nvidia Acquiring ARM for $40 Billion -- Good or Bad for the Industry?

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mac.6:
It's probably a good thing for the industry that Nvidia gives up, but for ARM it will be a blood bath (or at least for ARM employees).
The breakup clause money will go directly into softbank pockets, and ARM results are not good enough for a good IPO, so it will mean a lot of cost cutting measures...

ejeffrey:

--- Quote from: PCB.Wiz on September 19, 2020, 11:46:53 pm ---
--- Quote from: coppice on September 19, 2020, 11:33:01 pm ---I don't think anyone sees RISC/V as a magic bullet. It doesn't offer spectacular speed, or superior low power performance. Its purely a route to save the per device fees that go to ARM right now.

--- End quote ---
but that is a mirage, as the ARM MCUs are currently way cheaper than any RISC-V, so the 'fees claims' fail to make it to to end user.
Critical mass and economies of scale matter more than licensing fees.

--- End quote ---

It matters a lot for people putting cores into other chips.  As far as I understand the arm licensing fees are a percentage of the die cost.  If you make a small microcontroller with an M4 core on a 45 nanometer process you pay very little.  If you make a 1 Tb/s network switch on 7 nm and want to put the same M4 core on it to load configuration registers you pay a lot more.  I definitely know people who are using arm cores in situations like this where they would prefer to go to risc v. 

brucehoult:

--- Quote from: ejeffrey on February 16, 2022, 06:02:50 am ---It matters a lot for people putting cores into other chips.  As far as I understand the arm licensing fees are a percentage of the die cost.  If you make a small microcontroller with an M4 core on a 45 nanometer process you pay very little.  If you make a 1 Tb/s network switch on 7 nm and want to put the same M4 core on it to load configuration registers you pay a lot more.

--- End quote ---

One suspects such contract terms are going to be renegiotiated or modified in the next couple of years.

SiliconWizard:

--- Quote from: mac.6 on February 15, 2022, 09:25:44 pm ---It's probably a good thing for the industry that Nvidia gives up, but for ARM it will be a blood bath (or at least for ARM employees).
The breakup clause money will go directly into softbank pockets, and ARM results are not good enough for a good IPO, so it will mean a lot of cost cutting measures...

--- End quote ---

Because acquisitions are not usually immediately followed by restructuring and cost reduction measures? So either way...

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