The authorities are prohibited from...
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The authorities are prohibited from examining AMD and NVIDIA that identify signs of dark separation.
Mr. AMD CEO Lisa Su (source: AMD website)
The year before last, NVIDIA's CEO Jensen Huang gorgeously announced plans to buy Arm from Softbank Corp. Group.
The planned mega acquisition, totaling more than $400 (4 trillion, 550 billion yen), has been waiting for approval from the ban authorities of major countries ever since.
Existing large users of the Arm core have objected to almost all acquisitions of NVIDIA, which is used in the Arm core of the mobile phone CPU, and FTC (Federal Exchange Commission) has also sued on the grounds that "the innovation of the next generation technology has been hindered" to block the acquisition.
In this context, the observation of "NVIDIA abandoning the acquisition of Arm" among US securities analysts continues to expand, and the share price of NVIDIA continues to fall. NVIDIA commented that it was "determined to press ahead with the acquisition plan", but the acquisition began to cloud over.
Last year, NVIDIA released CPU "GRACE", a general-purpose server that uses the Arm core, which has always been the core use of licenses from Arm. Without the approval of the authorities, the acquisition plan will be blank, which is a heavy blow to NVIDIA. There are also rumors that SBG plans to make Arm IPO (new shares public).
Although neither of the companies has officially announced it, this is news that can foresee future trends.
EU Judicial Court's decision on the invalidity of Intel sanctions
Recently, there has been a small report on the title. Today, very few people will know the background of this article. Because, the decision planted by the EU judiciary is the result of a retrial of the sanctions imposed by the EU authorities on Intel, the original cause of which can be traced back to 2009.
This was more than a decade ago, when the monopoly position of other Intel companies and the amount of sanctions as high as 140 billion yen were high-profile news in the industry. The EU Competition Law (Anti-Monopoly Law) of the European Commission has traditionally taken a strict view on the monopoly of enterprises on the market. As we all know, in addition to Intel, giant companies such as Microsoft and Google have also imposed huge sanctions.
Well, this is the background of the recently reported invalidation of sanctions against Intel. At that time, the damages lawsuit filed by AMD in Japan and the United States also occurred in parallel, and I was directly involved, so I was well aware of the situation. The simple process is as follows.
This is a rather complicated story, but my recent report has become "an event from a long time ago" because I have the experience of being directly involved in Japanese events.
This aspect of my experience at AMD has been written in detail in other serial series, please refer to those who are interested.
Reference: challenge giant Intel-the last chapter: the Court struggle with Intel, its negative (1) Preface: the wonderful report of 2014
The reason why the authorities illuminate the eyes of monopoly companies is "the stagnation of innovation, which is restrained by the market monopoly of specific companies, which has an adverse impact on consumers due to the operation of market prices." but this decision is considered to have had a significant impact on the competition policy of the EU market authorities in the future.
