Nvidia buys ARM
Infineon buys Cypress
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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.
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Especially considering how much Nvidia likes to have “closed systems”
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It is getting serious. First the automobile industry and now mobile phones. What is next?
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Slide show is interesting.
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In slightly smaller news: This merger forms the worlds largest wholesale distributor of IT and electronics: Synnex and Tech Data's $7.2B merger spawns an IT solutions behemoth | VentureBeat
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Slightly old news and may have already posted -
Following Intel -
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The Samsung fab in Austin is still offline over a month later.
The same outage also affected some chemical factories making precursors for foam. So the auto industry is suffering a double whammy.
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Yeah. Folks would be disappointed if we went back to the “scrape you off the dashboard” days…
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Seat belts, air bags to protect the hardwood dash.
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The context is not going back to “when bench seats were actually benches” days.
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And apparently rubber for tires is facing a number of challenges. Not yet affecting availability, but driving prices up.
Pricing in most markets is up. Lumber is up high, electronics, metals, piping , valves, etc… The cost of the sheet metal we are using for the partition/wall/safety barrier has doubled. Thankfully its only 70 a sheet vs the 35$. Polycarbonate has seemed to come down in price, only because of the excess production of Covid. Its 120 a sheet for 3/16”.
For our equipment we are having difficulty getting main microboards. Our parts dept was bad before, now we are looking at longer lead times.
And more good news -
https://www.insideimaging.com.au/2020/chip-fire-to-impact-camera-supply/
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