Arm licenses its chip designs to over 500 firms around the world and Hauser calls it the "Switzerland of the semiconductor industry" because it is very "even-handed" in the way that it deals with its licensees. Arm's energy-efficient chip architectures are used in 95% of the world's smartphones and 95% of the chips designed in China. Hauser is concerned that Nvidia will destroy Arm's business model by closing off access to the company's chip designs.
Hauser, a Cambridge-based entrepreneur turned investor — who spoke to CNBC from his farm in New Zealand via Zoom this week — has publicly criticized the deal ever since it was announced last September, calling it a disaster for Arm's home city of Cambridge, as well as the U.K. and Europe. When announcing the acquisition, Nvidia and Arm said the deal will create the world's "premier computing company for the age of AI." The duo have pledged to keep Arm in Cambridge and invest heavily in the business.
Once the number of supplier/playas drops below 20 globally, the market and competition is broken. Remember, your. Ma bell?
wake up bomb