2min chapter

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Chips: 2022 in Review

ChinaTalk

CHAPTER

Arm Is Taking Over the World

Arm is suing Qualcomm for the new via licenses that they're using and essentially saying that that is a breach of their contract. SoftBank was like, sure, reinvested business, don't make any money. We want arm to take over the world and do really good in data center. And then what happened is when SoftBank tried to sell arm to Nvidia and then eventually obviously that deal went through, it kind of froze arms like in the arm pipeline for like a year during a very critical time,. especially for the data center.

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