More consolidation in the Electronics Industry

Nvidia buys ARM
https://www.electronicdesign.com/technologies/embedded-revolution/article/21141624/nvidia-to-buy-arm-in-deal-valued-at-about-40-billion

Infineon buys Cypress
https://www.electronicdesign.com/technologies/embedded-revolution/article/21808074/infineon-to-take-over-cypress-semiconductor-in-10-billion-deal

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The Nvidia-ARM deal is interesting, they’re putting those AI profits to use. It’s probably not great for consumers to see that much consolidation. Also I appreciate that Softbank is giving us all a lesson in how to turn $100B into $50B. Although, I can certainly think of more interesting ways to do it than they have.

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The technical / political fallout will be interesting.
Several Slashdot.org articles:

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There has been lots of talk about opposition to the sale.

The UK - they stand to lose influence over something they invented.

The PRC - since Nvidia is a US company, companies like Huawei stand to lose access to even more microchip technology.

Intel and AMD - supposedly the real losers in this deal.

The US government - on one hand, they can restrict Chinese companies. On the other hand, there are anti-trust concerns.

https://finance.yahoo.com/news/nvidia-deal-threatens-arm-status-040100844.html

https://finance.yahoo.com/news/nvidia-arm-deal-revs-chip-132701007.html