Above all, there is a lot of skepticism about the final response: will the Chinese Antitrust be so fair as to undermine the national semiconductor market by opening up to foreign competition and, above all, by clarifying the still obscure dynamics of Arm China?
Because in this globalized scenario Arm China is effectively controlled by Allen Wu, Chinese origin, American passport, contrary to Nvidia’s takeover which, instead, would like to get rid of it. Appointing new leaders.
The resistances of Arm China
But Allen Wu is a tough nut to crack, one who does not stop at nothing on the other hand, so far he has amassed a personal fortune of 7.5 billion dollars. Despite the board’s vote against, it has created a fund – very risky – to compensate for copyrights with a greater foreign presence in the Chinese semiconductor market.
The Chinese Antitrust, so far, has hit hard on the giants of the online, imposing burst fines for Alibaba, Tencent, Meituan & co. In addition, its powers are being strengthened, the latest patent law configures the abuse of copyright as a behavior that can distort competition. Beijing is using the Antitrust Authority to regulate the market, it is the Five-Year Plan itself that makes it an instrument for “harmoniously governing the development of the economy”. Foreign incursions, on the other hand, are still all to be evaluated.
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