DigiTimes reports NVIDIA's $40 billion acquisition of ARM likely means Chinese clients will jump ship. The Asian tech site says China's de-Americanization campaign means Chinese clients will be pushed to drop ARM after it becomes part of US-based NVIDIA. At the moment, ARM is headquartered in the UK and owned by Japanese firm SoftBank.
Nvidia's deal to acquire Arm comes with potential risks. But turning Arm into a "US" company could turn away Chinese clients who are embracing China's de-Americanization campaign. ABF susbtrate suppliers ae set to stop shipments to Huawei in compliance withe US sanctions, but they will still see tight capacity, thanks to significant orders for processing GPUs and CPUs to be releasded by US vendors. Notebook shipments remained strong in August, with the top-5 vendors' shipments hitting a new high.