The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D - by Dylan Patel - SemiAnalysis

As part of the emphasis on the Chinese market, SoftBank succumbed to pressure and formed a joint venture. In the new joint venture, Arm Holdings, the SoftBank subsidiary sold a 51% stake of the company to a consortium of Chinese investors for paltry $775M. This venture has the exclusive right to license Arm’s IP within China. Within 2 years, the venture went rogue. Recently, they gave a presentation to the industry about rebranding, developing their own IP, and striking their own independently operated path.

This firm is called “安谋科技”, and is not part of Arm Holdings.

This is the tech heist of the century.

@Carsten Raddatz (劉愷恩) #arm #china #semiconductor #technology

https://semianalysis.substack.com/p/the-semiconductor-heist-of-the-century