Hacker News new | ask | show | jobs
by _qswe 1653 days ago
That was my exact reaction. I'm not sure how much I like Nvidia acquiring Arm, but on some level as an American my instinct is to encourage it.

If it is the FTC's actual position that the deal would harm consumers or the industry as a whole, it's certainly admirable that they would ostensibly prioritize that over US strategic interests.

This makes me wonder if their analysis shows that the merger would do sufficient harm within the industry as to actually run counter to US interests. If ARM is shaping up to become a pillar of the Western world/economy while China and its sphere of influence consolidate around RISC-V, then anything that harms Arm's market position is also a geopolitical risk to the West. The US government pushing for such a merger, at a time when China is investing heavily in semiconductor manufacturing capabilities while eyeing a conquest of Taiwan/TSMC, would therefore be shooting itself in the foot. Better to grow the pie than risk blowing it up for a slightly larger slice.

2 comments

I don't think it's the US strategic interest for Nvidia to own ARM. International corporations don't have any particular loyalty to the country where their corporate HQ is located, and fewer semiconductor companies just mean higher prices and fewer choices. Also the acquisition would accelerate movement by Nvidia's competitors away from ARM. The only pie that is grown by merging two successful companies is the wealth of the stockholders, everyone else is worse off.
Looking at this from the perspective of a US citizen I see it as a very bad merger and I'm glad they're suing to stop it. We need more competition not less. Nvidia doesn't exactly have the best record in serving the public.
"then anything that harms Arm's market position is also a geopolitical risk to the West"

This is some seriously flawed thinking extremely convenient for corporate interests. Mixing up marlets with national security leads to the kind of atrocities that make totalitarian states proud.

"Coca-Cola Co.'s Colombian bottlers are working with death squads to kill, threaten and intimidate plant workers,"