NVIDIA and ARM answered concerns after the acquisition, export regulations and independence?

　With the acquisition of the UK ARM (Arm) by NVIDIA (Nvidia), the second call (conference call) was held on September 14, 2020 (local time in the United States) for the press and analysts.As in the first time, NVIDIA PRESIDENT AND CEO Jensen Huang and ARM CEO Simon Segars answered questions from news and analysts.Among them, (1) how the US export regulation affects ARM's business with the acquisition by NVIDIA, (2) What happens to the independence and neutrality of ARM, and (3) ARM core competition.He expressed his views on the handling of the open source CPU core "RISC-V", and whether the GPU core "Mali" developed by ARM will continue.

　Regarding the US export regulations of (1), ARM's Segars said:First of all, in considering the impact of export regulations in each country, it is important that it is not a company in which country, but the product designed and how much time it spent.Although ARM has a base in the United States, most of the products (semiconductor IPs) are designed in countries other than the United Kingdom and the United States, so US exports are not applied to most products.The principle was explained, "Even if US companies become parent companies, there is almost no impact on export regulations."

　However, as Mr. SEGARS's opinion, ARM can continue to provide semiconductor IP to Chinese Hua Technology (Huawei), but if Huawei cannot develop and procure semiconductors, license fees and loyalty.There is a possibility that ARM's performance will be affected.

　For example, the Kirin 9000 for Huawei's smartphone, which uses ARM architecture, will not be produced on September 15, 2006, when export regulations were strengthened.Richard You (Richard You), the Huawei Consumer Business Group CEO, mentioned the possibility that Kirin 9000 would be the last product in the series in August of the same year.The KIRIN 9000 was planned to be installed on the high -end smartphone "Mate 40" scheduled to be released in the same year.