Since this year, due to various factors, many countries and regions in the world, involving many industries, are facing a shortage of chips. Some companies have had to announce the temporary closure of some factories due to the lack of chips. . Recently, General Motors and Ford announced the closure of several plants in North America. TSMC, Samsung and Intel recently announced the establishment of factories in Arizona, USA. I believe that after the factory is completed, the shortage of chips will be improved. However, the British side has recently intervened in the merger of chip giants, and has been accused by many American experts, especially Silicon Valley, of turning back and supporting Huawei at a critical moment.
Since two years ago, the United States has targeted Huawei in a targeted crackdown, which once caused Huawei to face a shortage of chips. Fortunately, Huawei has abundant talents and alternative plans, so it did not go bankrupt under the siege of the United States, but successfully counterattacked. However, the United States has not given up suppressing Huawei. Not long ago, the American company NVIDIA announced the acquisition of British ARM. Once the acquisition is successful, it will be a devastating blow to Chinese companies. As a world-renowned mobile phone chip manufacturer, many of the chips produced and designed by the company are inseparable from ARM, which is definitely not a good thing for Chinese companies.
However, confident American companies did not pass this plan because the British failed to acquire it at a critical moment. Although the British side claims that it is out of national security considerations, many people in the industry believe that the UK is secretly supporting Huawei, and the entire Silicon Valley is denouncing British administrative interference in business. Some experts also analyzed that the UK may not only oppose Huawei this time, but also protect its own chip companies. After all, the U.S. chip industry has long dominated the world, and ARM is the last sign of the British semiconductor and chip industry. Once this sign is successfully used by American companies, it will be equivalent to losing the qualification to compete with the United States for Britain.
In recent years, with the popularity of smartphones and computers, American chip manufacturers have made a lot of money, and Apple and Intel are among the most dominant manufacturers. Although ARM's presence has been relatively weak in recent years, it is a company that can own chip architecture design patents. I make a lot of money every year just from patent fees. More than 80% of global manufacturers use AMR architecture when producing chips. This time the British intervention in the acquisition of American companies also takes this into consideration. Once the acquisition is successful, the UK's annual economic losses will not be mentioned. The semiconductor industry alone will no longer be able to stand up and compete with the United States. In addition, the previous suppression of Huawei by the United States also sounded the alarm for the United Kingdom, which decisively intervened in this acquisition.