The ARM-based chip businesses of these Qualcomm rivals could get in jeopardy overnight if Qualcomm one day acquires Arm Holdings. This is not a small risk. License fees could go up dramatically. Latest designs could be given late. And so on. This is a threat that the likes of Huawei must not forget - not now after all that's being done to Huawei these days. Makes it all the more vital that Huawei and others start nurturing RISC-V chips immediately, as a solid future hedge against any kind of sanctions, blacklisting, takeover or other political restrictions. Owning the complete stack, and especially those vital parts which are ultimately under the control/ownership of hostile nations such as US and UK is critical for survival and growth.
Thursday, January 23, 2020
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