Nvidia's Arm deal sparks quick backlash in chip industry | Hacker News Reader

Nvidia's Arm deal sparks quick backlash in chip industry

uk.reuters.com

263 pointsnabla9190 comments

Being able to block ARM reference designs from Huawei's HiSilicon and other fabless Chinese semiconductor firms like Rockchip and Allwinner has a huge impact on the United States' ability to block China's technological ambitions.

Right now I'm not interesting in having a debate about whether or not that's a good thing, but it would be good to have a realistic and sober discussion about the impact on this acquisition on China's technological ambitions.

There have been recent reports that China's leading semiconductor firm (called SMIC) will be added to the Entity List, which will blocks its access to western technology. If true, this effectively scuttles China's attempts to compete with Taiwan's TSMC and reach semiconductor fabrication parity. SMIC's ambitions heavily rely on freely accessing US-aligned technology: specifically lithography equipment from the Netherlands-based ASML and engineers poached from Taiwan's world-leading semiconductor manufacturing firms.

On the x86 front, when AMD was desperate for cash a few years ago they setup joint ventures with China (THATIC and Hygon) and were transferring AMD's then current-generation Zen 1 architecture to China. Further transfer has also been blocked via the Entity List. It's also worth noting that AMD is in a much better financial position after the success of their Ryzen product line, so has less need to make difficult trade-offs by transferring their current-generation technology in exchange for short-term cash injections, so it seems very unlikely they will applying for an export license.

At this point, if I was China, I would invest heavily in RISC-V based cores, and openly release highly competitive designs.

In the short term it slightly reinforces the US's hand. I say 'slightly' because in fact the US already have power over ARM.

But longer term it creates a trend in which Armerican companies themselves will struggle in China. So what? Well, China will overtake the US so ultimately the US will have a disadvantage in the world's top market.

Edit: That's a key issue with the US's strategy with China, which seems to be focused on the short term (One might argue that they did the same mistake in Iraq in Afghanistan...) The point is that relations with China are a long game and China certainly plays a long game. The US need a long term plan and to accept that they cannot keep the top spot indefinitely.

I was hoping for a technology-focused discussion here, but I'll point out that China is at or near it's 21st century peak in terms of relative world power.

China is facing a massive demographic cliff (due to 35 years of the One Child Policy). It's been predicted for decades that "China will grow old before it gets rich" and it's way too late to change. From the 2030s onwards, China faces a massive elderly population and dwindling workforce.

The United States has favorable demographics for the next few decades and will certainly be able to keep parity with China. Admittedly the US has started developing issues around demographics (falling fertility rate, and falling immigration), but it's not as dire as China current situation.

> I was hoping for a technology-focused discussion here

Your comment is geopolitical. So I replied accordingly. Technology does not live in a bubble. What is happening is a geopolitical struggle, and when you mention the US barring Arm from Chinese companies or issues with SMIC, this is geopolitical, not purely technology and trying to restrict the discussion purely to technology would be missing the big picture (hence my comment on having a long term plan).

China is far from its peak. When Chinese GDP is 4x the US's GDP then sure, but we're far from that.

I don't understand the demographics argument. China's population is 4x the US's. Global population needs to stabilise (and is bery slowly getting there). To think that the US can simply compete with China (and India) through population growth is bonkers.

Japan has a massive elderly population, and it's still a highly developed country. If China gets stuck in the middle-income trap it will be due to its institutions, not demographics.

The point is Japan is stagnating. Between 1980 and 2020 Japan averaged 0.41% GDP growth per year. Meanwhile most of the world did much better. In relative terms, Japan was a far more important player in 1980 than it is today.

It may be hard to believe, but the same will inevitably happen to China, and it's near-impossible to change because the damage has already been done. It's the inevitable legacy of enforcing Deng Xiaoping's One Child Policy for 35 years.

The same might apply to China but by then they'll have a far larger economy than the US's.

What should not be forgotten is that Japan's population is only 1/3 of the US's, that it has extremely limited land resources, and that it is very developed (see GDP per capita). None of these apply to China.

If China had the same GDP per capita as Japan then its economy would be 12x larger than Japan's and 2.6x times larger than the US's.

China is still relatively poor per capita and thus still has a huge margin before reaching a peak, even if breakneck growth cannot be maintained.

Having an aging economy didn't stop Japan from becoming the world's most advanced economy (based on economic complexity: https://oec.world/en/profile/country/jpn).

  "China will grow old before it gets rich" and it's way too late to change

china can enforce "3 children per household" anytime

They don't have the food for that...

Forcing people to have children is never a good idea. It will result in millions in unwanted (and thus poorly raised) children.

I wouldn't expect any government to consider this point before making this decision.

Not really. Not sustainably so.

The only authoritarian regime that tried to do so was Romania under Communist dictator Nicolae Ceausescu. He banned abortion and contraception overnight.

There was a massive spike in birth rate that year, but people soon found ways around the ban and birth rate started falling sharply again.

https://en.wikipedia.org/wiki/Decree_770

You can more subtle about that.

For example since 2007 Russia started to pay “Mother’s capital” for each child born after a first one. ~$10k for a kid.

China has enough money to give away.

Hungary has tax bonuses for mothers of bigger families. This is a policy constructed to encourage the middle class to breed, unlike the "just give money for each child", which would be more of an incentive for the non-working underclass.

Total Fertility Rate in Hungary has grown from abysmal 1.2 to still bad 1.55 or so, still far from simple reproduction, but at least it goes in different direction from most of the developed world.

When it comes to population control and China, there's no such thing as "it's way too late to change."

China can enforce mandatory population growth easily enough (anyone wanting a marriage license must produce a child within 6 months, if not, the marriage is annulled), and if that is on the 10-15 year time horizon, they can easily allow cloning technology be used on humans for the short term.

> anyone wanting a marriage license must produce a child within 6 months

So they start 3 months in advance? /s

Whatever, I think it's much easier to limit the number of children than to enforce a minimum. Both can be very unwelcomed for many reasons I don't want to get into, but not everybody can have children.

That's the point though, if the spouse cannot have a child, the marriage is annulled and the fertile partner gets a different spouse.

The idea is, "unwelcomed" is not an issue. In the Uighur regions, China is already practicing a form of marriage enforcement to make sure there's more han babies in the region.

Where are you getting this information from?

So couples will just... not marry?

You could theoretically levy an extra tax from childless people over certain age. That might work a bit in a non-democracy, where those people have no vote over their taxation levels.

China has one of the world's largest populations, they also have an authoritarian government that can implement policies to increase birth rate.

Long term China is fine. Europe not so much.. US even less so.

Highly urbanized population like China's doesn't want to procreate that much, whether the government has stimulating policies or not. If said population is wealthy (which is more and more the case with China), policies are even less effective - people already have what they need.

Saying that, best bet for China seems to be counting on rural population, and investing heavily in their education.

All of these can implement policies to resolve this issue. The West could do so simply by encouraging immigration, though it's probably hard to gather the political will for that. China could think about such policies, but birth rate and the population pyramid are less flexible and more difficult to fake than GDP growth. Also, being an authoritarian (not totalitarian) state means that their government is not completely immune to popular demands: the one-child policy was more like a 1.5-child policy because of its huge numbers of exceptions and special considerations. I sincerely hope that they have become more careful when trying to steer population growth.

You are getting a lot of incredibly daft and weird responses, but you are in fact correct. Even if China would suddenly implement a 'enforced population growth' strategy tomorrow (which would be remarkably bonkers) that would create a baby boom that would have economic dividends only at some point in the future - their current demographics would play out for some time (and spare a thought for the woman compelled to have 3 kids AND look after her own parents and her in-laws!). The number of women at childbearing age has already dropped substantially (both due to an aging population and a tendency to favor boys and abort girls).

A lot of bizarre fantasies about what the Chinese government can and can't do - they are an authoritarian state, not a totalitarian state. The idea that they can enforce multiple births in a culture that is trending sharply away from having multiple kids by waving a wand is just ridiculous. Further, they have barely deployed any serious incentives to have more kids - it would be cheaper and easier to do Scando-style childcare and subsidies.

The other basic fact that your responders ignore is that Western countries have huge immigration rates compared to China, which hardly has any immigration. Their rate is 750 times lower than the USA, for example, and the bulk of immigrants to China (historically) have been from ethnic Chinese populations abroad (notably Vietnam); these populations are also aging.

What China might be able to do is to invent artificial wombs (they are scientifically plausible and some work on them has already been done, but obvious ethical issues are acting as a brake on their development) and try to rear the resulting kids in some kind of communal schools. That would not probably work either, but it is possible. They have definitely tried worse things before in China.

China invested a lot in biotechnology and has few ethical concerns in this regard. This scenario might be within the realm of possibility for them.

Brave New World?

Just getting weirder and weirder. Now Chinese society is not only a totalitarian government that can command all aspects of human life in their country (narrator: "they can't"), they can make things that are current impossible-even-in-mammals (e.g. lamb fetuses) work in humans. It seems equally plausible that they might cure aging, instead, which would certainly solve the workforce problem.

"they can make things that are current impossible"

The word for that is "invention" and I believe I used it in correct meaning (not a native speaker of English). There is nothing unthinkable about artificial wombs, though it is obviously hard. The research runs in Western countries as well. If Western scientists thought it was principially impossible to construct such devices ever, they wouldn't probably spend their time and grant money on fiddling around that concept.

Now China has a) a lot of classified research, b) fewer ethical concerns, c) is aware about their future demographic problems stemming from One Child Policy. I would be surprised if they did not at least try this approach.

As for curing aging, the longevity field seems to be more developed in the West so far, even though their aims are more modest - prolonging the healthspan by, say, 8-10 years. While not a solution, such progress would definitely buy some time.

Interestingly, there is a very niche subset of longevity research that looks into reproductive health of women over 40. It is possible, though far from certain, that oocyte quality could be improved even in older women - where aneuploidy is otherwise a big problem.

This is a submission about ARM. Don't stray too far off the topic.

What makes you confident China will be the world's top market?

Their growth is slowing, they've got major structural issues internally, and the rest of the world is uniting against them.

The US and the West are going to stop playing nice.

Unless we give up and conclude that some countries will remain poor and under-developed for ever, the benchmark is population (and natural resources).

The US are particularly powerful because they are both developed and have a large population. Same for Germany in Europe.

Based on that, I don't see why China and India should remain behind the US, even if there'll of course be bumps in the road.

Pakistan, Nigeria, and a host of other countries have large populations.

Education and wealth matter a lot. If China can spread this out, then we'll be talking. As it stands, their educated middle class is very concentrated.

Among them only China scores a three digits number on an important metrics. The implication of this is controversial but can’t be discarded lightly.

> Their growth is slowing, they've got major structural issues internally,

Those exact words has been making the headlines in the newspapers since 1989 at least, every single year, and yet here we are today, at the point where the US is willing to dismantle half of the global trade only to stop China from accessing whatever useful technology it still has not bought in the West.

> from accessing whatever useful technology it still has not bought in the West.

Or stolen.

Examples among many other include Nortel/Huawei, Chinese state hackers trying to get into ASML.

And whenever a company wants to do business in China, they need to create a subsidiary in China. The Chinese communist party has a fellow embedded in said subsidiary, and they can veto anything.

> What makes you confident China will be the world's top market?

There are 1.4 BILLION people in China. Even if in a few decades the entire world has a similar GDP per capita, China will top the list.

It might sound weird to our modern ears. But China has always been this planet's top economy until Europe found America and then 'found' Africa.

They do have 1+B people long ago. Science and technology need the soil of IP protection, justice system and other core values (that CCP does not respect or care) to grow. You think talents would like to stay in a closed system like that? Think about it again after checking out situation in Hong Kong last year.

The USSR managed to be the #2 scientific power without any of that, so I'm pretty sure that's just disguised fukuyamaism.

Only in some science branches, e.g. nuclear physics. But not microprocessors.

Also, scientific power is not the same as developed market. USSR was scientifically strong, but economically weak, ask ex-Soviet citizens how the 1980s looked like - an era of queues for basic necessities.

The Soviet Union was still the #2 economy too. And while it was behind in microprocessors, it was ahead in other branches, for example phage therapy and some fields of metallurgy. So it is correct to say that it was #2.

Per what measure? Are you counting the United States and Western Europe as the #1 economy collectively?

Using either GNP or GDP, the USSR was the State with the second biggest economy for most of its existence.

With around the same population as the US too.

Indeed, it was only very slightly more populous than the US.

Sure, if you believe the figures published by the USSR's government.

The assumption that China will become the world's most important market is extremely wrong-headed. Their government is incredibly fragile and the world saw this with the outpouring of dissent on WeChat during the COVID outbreak. China also faces the largest demographic timebomb that will ever be witnessed in history, has no allies, nor exportable culture or soft power. These will a huge impediment to it as it tries to move from manufacturing power to political power. Also the Chinese are a decade behind in semiconductor fabrication and fundamentally are still highly dependent on Western tech. The world still dreams to be American in a way they don't dream to be Chinese.

By the way, bringing in politics to a discussion about tech with those comments on Iraq is best avoided.

"No soft power" and "no exportable culture" seem like an exaggeration. Chinese culture had huge influence historically on Japan and Korea. More recently a lot of people enjoyed Crouching Tiger, Hidden Dragon, and the Dark Forest scifi trilogy.

You are right to point that out, since it’s more a lack of knowledge from GP than of exportable culture. I’ll add to your comment that China exports for decades a of lot of cultural products like drama and songs in all East-Asia, where significant ethnical Chinese minorities reside and consume those media. Chinese is also a popular second language for people to learn in the West.

> bringing in politics to a discussion about tech

Check you first paragraph, it is political commentary as well. Also, this whole topic is 99% politics and very little technology.

Chinas soft power is the ability and willingness to bribe politicians from Montenegro to Sri Lanka. Do not underestimate the efficiency of bribes.

there is an argument to be made that China isn't playing a fair game in the global market, so maybe they don't deserve to be treated equally

>But longer term it creates a trend in which Armerican companies themselves will struggle in China. So what? Well, China will overtake the US so ultimately the US will have a disadvantage in the world's top market.

The Chinese market was never actually open to American companies. Not long term. They may have had temporary success but the CCP's goal was always to displace and replace with their own domestic competitors.

While the Chinese market may be close off to the US and foreign companies, the world market is greater than just the Chinese market and the American markets. For example, American companies are doing well in India, a market which is increasingly becoming closed to China due to geopolitical tensions.

Currently the US sell for $70b worth of semiconductors to China annually, that's 36% of all US chip sales [1]

Of course, any government's goal should be to diversify and not to be too dependent on a single country (like China is dependent on the US at the money). But that indeed should something for the Chinese government to worry about and, arguably, not for the US to force their hand in a move that will actually benefit China in the long term.

[1] https://www.semiconductors.org/the-largest-share-of-u-s-indu...

> The Chinese market was never actually open to American companies.

Well, in the short term, American companies are making a pretty penny in China.

Apple benefits from China in two ways. 1) Cheap labor, and 2) huge sales of their products to the Chinese themselves.

Even Facebook, which doesn’t work in China, is making $5 billion in revenue annually from ad sales.

It'll be a real test of China as we watch how this tech blockade plays out. 60s China would starve all the peasants to make a point. If 2020 China manages to avoid that rookie blunder, it is difficult to see how the knowledge transfer will be stopped. The US is reliant on bullying to make this work - that is not a strategically dominant position, to say the least.

Particularly looking at the Soviets, it is remarkable how often the US's serious adversaries in the last century choose to disembowel themselves. It is a great game to see which government fails beyond recovery first.

> It is a great game to see which government fails beyond recovery first.

The scary thing is, it might be the US next.

Another 4 years of Trump will clinch it.

What about another 20 years of Trump? He will probably seek to abolish the term limits.

Biden seems to be friendly with China though, which would be a mistake.

Sounds like wishful thinking. Trump didn't exactly harm the US economically in his first term up until lockdown, but many other countries have "disembowelled" themselves worse over that.

Nor did he commit the US to expensive foreign wars. In fact his primary foreign policy objective was to change the consensus on China, which he appears to have managed without spending a penny. Trade war/cold war with China is now firmly on the global agenda, whereas 4 years ago it wasn't. Even his opponents talk about which parts of his trade barriers to keep vs whether to scrap them entirely.

Well tech blockade either works or don't work, depending on whether the country has enough resources to completely invent an entire indigenous replacement.

Does China have enough resource? Remain to be seen but odds are slightly in the yes direction.

> On the x86 front, when AMD was desperate for cash a few years ago they setup joint ventures with China (THATIC and Hygon) and were transferring AMD's then current-generation Zen 1 architecture to China.

That's not even the whole truth. The version of Zen 1 they exported had to be nerfed in several ways in order to be given the OK for export.

Performance is much worse than comparable Zen 1 CPUs.

See https://www.anandtech.com/show/15493/hygon-dhyana-reviewed-c...

There is an ongoing fight between ARM China and ARM HQ, and the CEO of ARM China simply refused to accept her dismissal. [1] I guess this is a political point (and I'm sorry), but it might be that ARM China simply refuses to acknowledge US sanctions in the future.

> At this point, if I was China, I would invest heavily in RISC-V based cores, and openly release highly competitive designs.

That's actually exactly what they are doing![2] Alibaba claims to have developed the most powerful RISC-V processor up to date [3] and Huawei has long been rumoured to be working on their own design.

[1] https://asia.nikkei.com/Business/China-tech/Arm-China-asks-B...

[2] https://cntechpost.com/2020/07/25/risc-v-processor-designed-...

[3] https://www.nextplatform.com/2020/08/21/alibaba-on-the-bleed...

It never occurred to me that a division of a company could just... secede from the parent company.

What could the parent company even do if something like this occurred across less-then-friendly national boundaries? Could the parent company sue to force the errant division to close? In what court?

It's bizarre that it's not more common...

it's even more bizarre: Wu controls Arm China because he's physically in control of a seal that gives him power to sign documents with the company authority[0].

[0] https://www.bloomberg.com/opinion/articles/2020-07-01/main-s... look for "Who controls a company?"

This is so comical and yet so expected when you give arbitrary importance to things like that.

It's a cultural thing, though it does seem a bit extreme in this case.

Couldn't Arm publicly ignore that seal of authority? Kind of like when a certificate expires and you revoke it?

I don't understand how the guy controls anything. Even if say he has all the designs copied in China, Arm Global could just declare those are stolen designs and anyone that uses it without paying the global company directly would be in violation of that and could be sued (in other countries, if not China).

I think the only reason this comical and absurd situation continues is only because - like many tech companies before it - Arm continues to hope for bread crumbs in the "huge Chinese market" and accept being at the mercy of the CCP, even though this has proven to be a disastrous strategy for most other companies that thought like this. In the end, the government just gives your tech to the local companies, that end up dominating there, and maybe even globally later on, with your tech.

>Couldn't Arm publicly ignore that seal of authority? Kind of like when a certificate expires and you revoke it?

They did. And in other for a new Seal to be approved, it required something else ( I cant remember what it was ) which was also in the hand of the CEO. So in China under their law ARM China is perfectly fine and there is nothing they can / would do. ( Not that they are trying to help ) ARM UK and US can't do much apart from not supplying future design to ARM China.

I should note all of these was before UK and China's tension got worse.

reminds me of bearer shares

For those not familiar with them: https://en.wikipedia.org/wiki/Bearer_instrument

Most commonly know example is "bearer bonds", which are often used in heist movies and similar films, including, in the original script, in Ferris Bueller's Day Off[1].

[1] https://goat.com.au/ferris-buellers-day-off/today-i-learned-...

Now that you mention it, it is weird. However, I'm guessing the two divisions are very integrated (especially in things like sales), so a division seceding would have to set up its own sales pipelines and basically become a competitor.

I don't know how easy that is, which probably explains why it's not more common.

Local branches seceding or being de-facto severed from their corporate parents happened several times in WW2.

Afterwards as well:

https://www.handelsblatt.com/english/companies/carl-zeiss-an...

As a Chinese subsidiary of a western company, isn't there a requirement that Arm China is 51% owned by Chinese owners. If the Chinese government pushed the matter, I imagine those 51% would have to vote the way China wants, so the parent company's mere 49% ownership counts for nothing if China wants otherwise

No, there is no such requirement. However, Softbank decided to sell a majority of its operations in China to Chinese investors in 2018.[1] It appears that fear of US sanctions motivated the sale.

1. https://asia.nikkei.com/Business/Companies/Softbanks-Arm-Chi...

Interesting that my entirely factual and accurate comment, with a source, is downvoted so heavily.

My guess is that they dont read the source, they just thought you were taking about ARM as a whole and mixing up with the recent news of Nvidia.

Other commenter is wrong, ARM the UK company only owns 49% of the JV, other Chinese companies hold the rest. Supposedly ARM + at least one other shareholder were in agreement about firing the JV CEO, meeting the 50% threshold. But I think you are right, if China really had an issue with something, what could you do?

Somewhat reminds me of Coca-Cola in Germany around World War 2.

This sounds interesting, is there a good place I can read more?

https://www.businessinsider.com/how-coca-cola-invented-fanta...

Thank you!

During WWI, the US took control of the US-local division of the British-owned https://en.wikipedia.org/wiki/Marconi_Company, reorganizing it into what would be known as the Radio Corporation of America — RCA.

It never occurred to me that a division of a company could just... secede from the parent company.

Typical in very corrupt countries. I grew up in one. People who lead big/important corporations are always part of the ruling party. And they do everything they can to stay in power.

And another data point, I was working for a startup one of who's investors was Sequoia, in a meeting a person from Sequoia advised us on some cloud company we can use, mentioned they are also investors in it. We asked about their China division, and he told us the China division while technically part of the same company, is in practice a complete separate thing and we shouldn't trust it at all.

Do you have any info on Huawei's rumoured own processor design?

So Huawei is a premium member of RISC-V International[1], and probably one of the drivers of their move to Switzerland. They repeatedly threatened to move to RISC-V [2], but so far, their semiconductor subsidiary always licensed from ARM.[3]

I personally expect some announcement to be made late this year or early 2021. Huawei in general waits very long before it announces products or services, perk of not being a publicly traded company. Just as an interesting example, they seem to be developing a programming language and want to release it early next year, but no public announcement of any kind has been made yet. [4]

[1] https://riscv.org/membership/members/

[2] http://www.chinadaily.com.cn/a/201908/23/WS5d5fe368a310cf3e3...

[3] https://en.wikipedia.org/wiki/HiSilicon#Smartphone_applicati...

[4] https://cntechpost.com/2020/09/13/huawei-rumored-to-be-devel...

Ok. So they seem to think that RISC-V is safe from US sanctions.

Open source does that for you.

You can't sanction public knowledge. The mere idea of such should be ridiculed.

Not that the US gov't hasn't tried on multiple occasions...

But open source still requires a license. And the company owning the license might be based in the USA.

Is it possible the USA government can say that this is open source and free for all to use, except for people in China.

For example, if Red Hat Fedora is open sourced, but Red Hat is a USA company. Then they will still be under USA jurisdiction.

Given all the lies and bullshit coming out of the current administration, I can actually see them doing this.

I think the difference is that China would just ignore it and still have all the access to the technology since it's open source already.

First, the RISC-V Consortium is an organization (now) based in Switzerland. Second, there is literally nothing anyone can do to stop you from making a RISC-V core, short of calling it "RISC-V". For that, you have to pass a few tests, but all trivial stuff for a serious contender.

On a related note, I don't think it's an accident that Apple almost completely avoids talking about "Arm" but instead calls it "Apple Silicon".

The Alibaba RISC-V processor was announced at ICSA'20 [1] if you want more detail.

I don't know about Huawei, I imagine that all Chinese processor companies have backup plans for when they are prevented from using Arm -- the writing has been on the wall for a while ... Moving the RISC-V foundation to Switzerland and setting up Arm China as a separate entity were all part of the preparation.

[1] https://conferences.computer.org/isca/pdfs/ISCA2020-4QlDegUf...

>but it might be that ARM China simply refuses to acknowledge US sanctions in the future.

And then what? Sure they can sell last-generation chips within China - but they won't have access to any R&D and anything they try to export will be confiscated.

Huawei also openly stated after the trade ban first started that this was their Plan B if ARM licensing were to go sideways.

https://www.tomshardware.com/news/huawei-risc-v-ai-processor...

RISC-V is dominated by American companies. They could be a part of sanctions as well.

I think the Chinese will continue with ARM short term and then create a Chinese-dominated alternative.

From an operating systems point of view I would go for an intermediate language (similar to .NET or Java bytecode) that I also could do some on-the-fly verification of and only have very little compiled for the actual cpu (at least beyond dedicated embedded systems).

Being forced to redo the full stack from processors to end-user OS and cloud services gives a possibility to let go of a lot legacy and pursue some ideas that have been "cutting-edge research" in CS for years.

Combining the ideas here:

https://consumer.huawei.com/en/press/news/2019/huawei-launch...

With say:

https://webassembly.org

And the actual instruction set of the CPU doesn't matter that much.

>RISC-V is dominated by American companies.

Really? Have a look at the Premier members:

https://riscv.org/

Ok, maybe not quite fair but the point is that they risk the same sanctions as for ARM.

>RISC-V International is a global nonprofit association based in Switzerland. Founded in 2015 as the RISC-V Foundation with 29 members, RISC-V is now a truly global organization with over 200 member organizations in more than 30 countries, plus over 300 individual members worldwide.

It's not based in the US, and its under the BSD License.

The instructions set is open source but all the supporting companies probably have to follow a US sanctions regime.

Here is a blog speculating how open source could be covered by the US sanction regime as well:

https://www.bunniestudios.com/blog/?p=5590

Open Source Could Be a Casualty of the Trade War

When I heard that ARM was to stop doing business with Huawei, I was a little bit puzzled as to how that worked: ARM is a British company owned by a Japanese conglomerate; how was the US able to extend its influence beyond its citizens and borders?

If the US wants to sanction OSS out of existence, it's their loss.

It's not even possible, how does the US want to make that?

Have you read the link in the comment in replying to? The US is considering banning the use of OSS if some Chinese entities participated.

It's kind of galling that this isn't even the dumbest thing I've heard the US contemplate recently. We're living in really weird times.

>The US is considering banning the use of OSS

Yeah easy, the US is not the only OSS producer, if the US wants to make this, every software will have it's Chinese or European fork....have a nice Day US...once again you cut yourself.

ARM has a design center in the USA, which means they are under obligation to prove that their technology isn't illegally exported.

>have to follow a US sanctions regime.

Again look at the Premier members:

https://riscv.org/

> From an operating systems point of view I would go for an intermediate language (similar to .NET or Java bytecode) that I also could do some on-the-fly verification of and only have very little compiled for the actual cpu (at least beyond dedicated embedded systems).

There are technical reasons we don't already have a 'universal bytecode' like this. One of them is that it doesn't fit the build model of C and C++. C deliberately doesn't shield the programmer from all details of the underlying architecture, and neither does C++. For instance, the values of sizeof(long) and LONG_MAX depend on the platform, and must be known at compile-time. This is the reason LLVM bitcode cannot be used as an intermediate representation for C programs the way Java bytecode is an IR for Java programs.

IRs are already widely used where they make good technical sense. Java, .Net, Python, Lua, and Erlang, each define their own. None of them would work well as a universal intermediate representation.

Programs for the Inferno operating-system used a bytecode representation, but modern OSs don't tend to offer 'grand abstractions' like this. See this wise comment from 2015: https://news.ycombinator.com/item?id=9807777

WebAssembly is an example of an IL that it is supported by many languages.

It solves a lot of problems related to distribution of software and migration between different processor architectures.

The Huawei Harmony OS is already touting its verification and how it lets a lot of user code run in the kernel process.

Add some just in time compilation and it would be quite a thing.

Singularity and Midori existed too.

+ WebAssembly just isn't efficient for translating quite some patterns to it, at least at this point, with a quite significant perf decrease. (yes, it's better than JS in general, but that's not saying much)

Sure it does, mainframe language environments and .NET have long supported C and C++.

Back in the J2ME days there was a Swedish startup trying to sell a C and C++ version of what was basically a competitor to J2ME.

The only reason why LLVM bitcode doesn't do this is political, meaning the LLVM designers don't want to follow down this path.

> mainframe language environments and .NET have long supported C and C++

I should have been more clear: I'm not saying you can't define an IR language as a target for a C compiler, and then have that IR run on various platforms. As you say, that's already been done with solutions like C++/CLI, and compiling C++ to JavaScript or to WebAssembly. My point is that this isn't the same as what Java bytecode does for Java.

When you compile Java to Java bytecode, there's no platform-sensitivity in that compilation step. You can run javac on Windows, and on FreeBSD, and you'll get identical .class files from both.

C is importantly different from Java, in two regards:

1. C permits platform-specific use of the preprocessor, so that the programmer can for instance activate a specially tailored Windows-specific version of a function if and only if the target platform is 64-bit Windows. (I'm not fond of the term conditional compilation to describe this, but it seems to have stuck.)

2. Properties of the underlying platform are revealed to the programmer at compile-time, such as in sizeof(long)

If you treat your IR as the compilation target, you have to commit to a virtual platform that might not match the underlying platform. You'll need to decide a value for sizeof(long), and the size of pointer types, etc. You can do this, sure enough, but it's presumably going to make things awkward and introduce a possible performance penalty.

More importantly though, it's also going to break the way C programmers tailor their programs for different operating systems, how they cope with the availability of different features and optional libraries, etc. Consider the build-specific details that tend to be handled by autotools. Platform-specific preprocessor decisions could also happen in any header file that you rely on.

This means it fails to act as a universal portable intermediate representation for C programs. A single universal IR blob isn't going to cope with something like this:

    void initialize_graphics() {
    #ifdef USE_DIRECT3D
      initialize_direct3d();
    #else
      initialize_vulkan();
    #endif
    }

Depending on the platform, the function body changes completely. You could single out the IR as a distinct platform:

    void initialize_graphics() {
    #if defined WEBASSEMBLY_BUILD
      initialize_webassembly_graphics();
    #elif defined USE_DIRECT3D
      initialize_direct3d();
    #else
      initialize_vulkan();
    #endif
    }

Java, by design, is unable to express compile-time decisions of this sort. Compilation from .java to .class isn't 'lossy' the way compiling C is.

To put all this more succinctly: with Java you get the build, with C you get a build. With Java, a .class file a function of a Java source file, whereas with C, a compiled object file is a function of both a C compilation unit and the platform.

> The only reason why LLVM bitcode doesn't do this is political, meaning the LLVM designers don't want to follow down this path.

On top of what I've mentioned, I doubt they want to be tied to perfect backward-compatibility for LLVM bitcode. Not sure that counts as political though.

Of course, Google already gave this a go, with PNaCl.

Honestly there is not a technical reason here why C or similar could not be compiled into a bytecode-like representation.

Some programmers may not like that they loose control and lack the ability to target platform specifics. But that is kind of the point.

Targeting platform specifics both for features and performance is in large part the point of writing C. Backwards compatibility is also a big C feature, and it’s hard to see how forcing the language into a runtime like this wouldn’t be breaking. If this behavior is what you want, why not just write Java?

The language already has such runtime, for example IBM z/OS.

https://www-01.ibm.com/servers/resourcelink/svc00100.nsf/pag...

> Language Environment supports z/OS (5650-ZOS).IBM Language Environment (also called Language Environment) provides common services and language-specific routines in a single runtime environment for C, C++, COBOL, Fortran (z/OS only; no support forz/OS UNIX System Services or CICS®), PL/I, and assembler applications. It offers consistent andpredictable results for language applications, independent of the language in which they are written

The IBM z/OS bytecode is called ILC.

> Language Environment eliminates incompatibilities among language-specific runtime environments.Routines call one another within one common runtime environment, eliminating the need for initialization4 z/OS: Language Environment Concepts Guide and termination of a language-specific runtime environment with each call. This makes interlanguagecommunication (ILC) in mixed-language applications easier, more efficient, and more consistent.This ILC capability also means that you can share and reuse code easily. You can write a service routine inthe language of your choice (C/C++, COBOL, PL/I, or assembler) and allow that routine to be called fromC/C++, COBOL, PL/I, or assembler applications. Similarly, vendors can write one application package inthe language of their choice, and allow the application package to be called from C/C++, PL/I, andassembler routines or from Fortran or COBOL programs.In addition, Language Environment lets you use the best language for any task. Some programminglanguages are better suited for certain tasks. Improved interlanguage communication (ILC) allows thebest language to be used for any given application task. Many programmers, each experienced in adifferent programming language, can work together to build applications with component routines writtenin a variety of languages. The enhanced ILC offered by Language Environment allows you to buildapplications with component routines written in a variety of languages. The result is code that runs faster,is less prone to errors, and is easier to maintain.

It would be quite educative for teaching programs to actually teach young generations of the capabilities of mainframes.

I was thinking Google PNaCl, Google's LLVM-based IR for Chrome, which supported C and C++. [0] True to form, it's now deprecated.

Of course, neither PNaCl nor IBM's ILC really speak to whether it would break 'normal' applications to switch to an IR.

[0] https://en.wikipedia.org/wiki/Google_Native_Client#Overview

C# has a pre-processor just like C and does perfectly fine with MSIL, as do several other languages with toolchains that support bytecode based executables.

Mainframes manage just fine with bytecode for C and C++.

So yes, it is political.

> C# has a pre-processor just like C and does perfectly fine with MSIL

Right, because the preprocessor isn't used for compile-time platform-detection. It doesn't use the C idiom of #ifdef WIN32 for instance. C#'s preprocessor does far less than C's.

> Mainframes manage just fine with bytecode for C and C++.

Presumably they all agree on things like endianness, sizeof(long), whether NULL is represented with bitwise zero, etc? These aren't portable assumptions.

> So yes, it is political.

Again, I doubt they want to be tied to perfect backward-compatibility for LLVM bitcode.

Sure it is, that was the official way to differentiate code across Windows form factors for WinRT during Windows 8.x days.

https://docs.microsoft.com/en-us/archive/msdn-magazine/2014/...

An IBM/Unisys mainframe running on PowerPC is quite different from how it was born in the late 70's, early 80's.

So how come Apple and NVidia are able to massage LLVM bitcode to serve their purposes?

Deciding that they don't want to keep backwards compatibility is definitely politics.

> Sure it is, that was the official way to differentiate code across Windows form factors for WinRT during Windows 8.x days.

Thanks, I didn't know that. It doesn't really impact my point though, it just means the .Net IR is less portable than I thought. The point here is to have one portable IR for C code, after all, like Java bytecode. (Well, disregarding the other Java platforms such as Java ME, that is.)

> So how come Apple and NVidia are able to massage LLVM bitcode to serve their purposes?

I don't know specifics here but presumably they have significant control over the hardware and aren't aiming for extreme portability. Are they intending to support 32-bit, 64-bit, various endiannesses, exotic platforms that don't use 2's complement and don't represent NULL as bitwise zero, etc? All from the same IR?

Java supports all such platforms by forcing them to behave the Java way. Java's long is defined to be 64-bit and use 2's complement representation, regardless of the workings of the underlying hardware.

C supports full-speed execution on all such platforms as it permits its behaviour to vary depending on the target platform. This is part of why the C spec is so loose about how the compiler/platform may behave. What are the values of MAX_INT and MAX_LONG? The spec doesn't dictate their values, although it does give lower bounds.

You can't have it all, especially with C where even allocating an array of long requires using sizeof(long). You could mandate in your IR that long is 64-bit, but this means you've changed the behaviour of the C program when running on an LLP64 [0] platform, which must now emulate the 64-bit behaviour. There's similar trouble with pointers. If you mandate that pointers are 64-bit, you'll damage performance on 32-bit machines, unless the (native-code) compiler is somehow smart enough to optimise it back down to the native 32-bits.

And this is assuming no preprocessor trouble, which might be acceptable in a controlled environment but isn't acceptable in a universal C bytecode that can do everything C source-code can.

Again I'm not saying you can't define an IR for C for certain purposes, my issue is with a universal IR. It's not the same as defining an IR for a family of related products, as we see with GPUs and mainframes.

Could you define such a limited-portability IR for your new OS that runs on x86-64, RISC-V, and AArch64? Probably. Would it really help? I doubt it. You can already write portable C programs if you know what you're doing and do adequate testing. If you want a language that gives you robust assurances of platform-independence, you shouldn't be using C in the first place. (From our previous discussions I believe we're both of the opinion it's a bit of a pity Ada sees so little general use these days.)

It would presumably be possible to define a coding-standard a bit like MISRA C that prohibited anything platform-specific, for instance by banning general use of int and long and insisting on using the fixed-width types. It would also have the difficult job of prohibiting undefined behaviour. There's the ZZ project which does something vaguely along these lines, but it defines a whole new language that compiles to C. [1]

> Deciding that they don't want to keep backwards compatibility is definitely politics.

At the risk of a boring discussion on semantics, that doesn't sound to me like politics. Declining to be saddled with a commitment to backward compatibility, is a technical decision intended to permit future improvements.

LLVM chose a permissive licence to keep Apple happy, in contrast to GCC. That counts as politics.

[0] https://en.wikipedia.org/wiki/64-bit_computing#64-bit_data_m... (I figure you know this already, pjmlp, but it might be useful for someone else)

[1] https://github.com/aep/zz , see also https://news.ycombinator.com/item?id=22245409

My point is not an universal IR that can compile every C program ever written, rather an IR that is compliant wiht the abstract C machine as defined by ISO C, and that has been done multiple times.

Right, sure, we don't disagree. Strictly speaking, what you've described is trivial:

1. Fork the RISC-V ISA, but brand it as an IR rather than as an ISA intended for hardware implementation

2. Port a C compiler to target your new ISA

3. Port QEMU to execute your new ISA

There you go, you can now compile C to your novel representation, and you can use QEMU to run C programs that have been compiled to it.

I've never understood why integer data types in C do not have a fixed size. There is no meaningful benefit to be had. When you upgrade to bigger machines from 8 bit to 16 bit your old 8 bit ints and pointers still work on the 16 bit machine. If you use ints with the assumption that they use the full 16 bit range then you cannot compile that code on 8bit machines. So now you need a hybrid target architecture that pretends to support 16 bit values through emulation but also limits itself to 8 bit pointers. It would have been much simpler for the programmer to just pick a datatype based on what is appropriate for the application. Instead what we have is the inverse where the machine decides what the application does.

> There is no meaningful benefit to be had.

It allows C to support unusual architectures at full speed. If your architecture uses 36-bit arithmetic, [0] C supports that just fine: the compiler can treat int and unsigned int as 36-bit types, as the C standard permits this, and there will be no awkward conversions to and from 32-bit.

The compiler might also offer uint32_t (this is optional [1]) but it would presumably have inferior performance.

> It would have been much simpler for the programmer to just pick a datatype based on what is appropriate for the application.

It would be bad for performance to implement, say, 11 bit arithmetic on a standard architecture. It would probably only be worth it if it saved a lot of memory. You can implement this manually in C, doing bit-packing with an array, but the language itself can't easily support it, as C requires variables to be addressable.

The Ada programming language does something somewhat similar, where the programmer rarely uses a raw type like int or int32_t, instead they define a new integer type with the desired range. (The range doesn't have to start at zero, or at the equivalent of INT_MIN. It could be -1 to 13, or 9 to 1,000,000.) As well as enabling the compiler to implement out-of-bounds checks, it also permits the compiler to choose whatever representation it deems to be best. The compiler is permitted to do space-efficient bit-packing if it wants to. (As I understand it, Ada 'access types' differ from C pointers in that they aren't always native-code address values, which enables the Ada compiler to do this kind of thing.) [2]

I suspect the Ada approach is probably superior to either the C approach (int means whatever the architecture would like it to mean, roughly speaking) or the Java approach (int means a 32-bit integer that uses 2's complement, regardless of the hardware and regardless of whether you need the full range). A pity it hasn't caught on.

[0] https://en.wikipedia.org/wiki/36-bit_computing

[1] https://en.cppreference.com/w/c/types/integer

[2] https://docs.adacore.com/gnat_rm-docs/html/gnat_rm/gnat_rm/r...

>"Sure it does, mainframe language environments and .NET have long supported C and C++."

What is a "language environment" in this context? What would be some of the mainframe language environments that support C and C++?

Think something like CLR or ART.

Mainframes use bytecode based executables since ages, you AOT to native code at installation time, when there are critical updates or hardware changes.

Only the kernel and drivers are straight native code, this is what keeps stuff from the old days running on modern mainframes, without any change to the executables, although their hardware is completely different from the 70's models.

You don't need a common IL to abstract the CPU. You just have to more tightly connect the compilers with the shipped computer. Azul Vega did this with JVM bytecode (the Vega chips had an undocumented and sometimes changing ISA), but with GraalVM/Truffle technology you don't need a bytecode anymore. For example, GraalVM can JIT compile LLVM bitcode.

Non-portability of bitcode is hardly an issue. OK, fix sizeof(long) to 64 bits, no big deal. GraalVM/Truffle can JIT compile bitcode to the underlying ISA which can then evolve free from backwards compatibility constraints. You can also JIT compiled Python, Ruby, R, JavaScript, Rust, FORTRAN, etc, all with the open source code that exists today.

If I were designing a new computer architecture from scratch this is the way I'd go. If you don't need to freeze or even properly document your CPU ISA it gives you way more ability to quickly deploy performance upgrades, quickly iterate on CPU designs etc. You can have a custom OS that bundles GraalVM and QEMU, for the cases where you can't recompile apps.

I don't think they can block China from using ARM cores. They can sue or try to make it illegal to import the resulting products into the US, but I'm not sure how well that will work.

But in any case, I'm 100% sure that someone somewhere in China has a copy of the current ARM designs, so they will be able to continue to produce them for their domestic market no matter what happens.

Yes, that might make their products counterfeit ARM cores. But I'm not sure anyone will actually care.

More likely this will create another HarmonyOS moment, where Huawei had to come up with a replacement for Android.

Chinese industry and government will start to invest heavily on a homemade CPU architecture.

And just by the force of the sheer numbers of their internal market + strict protectionism, they can succeed.

They can succeed in the internal market using the same government assistance and non market forces they always have. The question is the global market and will the Chinese firewall seal them inside.

Well then they just go with Mips or RiscV, probably the way to go for other Hardware manufacturers too (Hello Apple)

Apple has a perpetual license to the ARM ISA, this sale does not affect that.

Only if they are willing to rewrite or reinterpret laws, but then again this is the CCP, they "interpreted" a part of Hong Kong's basic law to mean opposite to the literal text.

What can you accomplish wirh RISC-V that can't be done with ARM or x86?

Are there any other benefits?

Unrestricted imports into the US? No way to sanction that based on patents?

+ freedom to make your own extensions + $0 license fees. The list goes on.

Well, for one, China is not interested in keeping ARM around so using ARM would be a pretty poor choice.

This is an opportunity for China to come out ahead. Nvidia just imploded one of the most entrenched ISAs and leveled the playing field to newcomers. From a Chinese perspective the worst thing that could have happened is that ARM dominates mobile, desktop, servers and embedded. ARM was rock solid before the Nvidia acquisition. Now it's on shaky ground.

IMO it doesn't really matter which design they chose. They already have mips-based https://en.wikipedia.org/wiki/Loongson with hardware-assisted X86-translation (And ARM too? That was news to me.) Which seems to be OK for the process technology they used.

>Being able to block ARM reference designs etc.... has a huge impact on the United States' ability to block China's technological ambitions.

Practically speaking, aren't ARM designs so widely used among the major chip manufacturers that Chinese companies/agencies are likely to have copies of important stuff anyway?

Or does the implementation of ARM designs work somehow more proprietarily (or opaquely?) than just the customers receiving files full of chip designs?

Because I imagine that the prohibition against being able to use ARM is really only meaningful to legal and royalty-paying law-abiding customers. If a rogue agent has the designs already, what's to stop them from using them?

I'd be curious to know how ARM protects the designs from just being copied, or what the mechanism here is. Or maybe their designs are useless without the supporting software, etc. ? ARM's value is the licensing of the designs and that they hold patents/copyrights, not the absolute knowledge of the designs -- is that right? Are their designs themselves that hard to copy?

At a guess I think exports would be the issue. As soon as products containing unlicensed chips leave the country, they could be seized.

It's not about having the designs as you think. It's about the ability to sell products based on ARM IP.

* "rogue agent" can't sell products with ARM based technology inside.

* "rogue agent" can't produce ARM based chips in foreign fabs (TSMC, Samsung)

With it looking like SMIC will be added to the excluded company list I don't think they'd mind producing unlicensed chips. I doubt the Chinese government would ban their sale either.

What about updates/extensions? They would have to wait till the spec gets released to the public to bring new compatible functionalities to their chip.

The Chinese have shown a willingness to do whatever they want within their own market. The question is the global market. Sure they can pirate intellectual property of ARM for their domestic market all they want, but they won't be able to export it and sell it on the global market.

With NVIDIA relying on Samsung for fabbing their new Ampere line of GPUs using their 8nm process, and Samsung now relying on NVIDIA for ARM, I wonder how this relationship will develop.

I'm guessing that NVIDIA will try to squeeze value out of this acquisition (though not as aggressively as, say, Qualcomm would), but going too far might backfire on them.

Good time to look at RISC-V . Some companies in chip industry may do it.

Unfortunately, the more Chinese companies complain, the more likely the deal will go ahead unopposed by US/UK/Japanese regulators.

Could be a nice one for UK regulators to hold over the world, need some ammo for those various trade negotiations that are on going/up coming.

The US have exercised the same form of economic warfare (and when that fails actual warfare) for decades now, might as well take a turn.

UK or EU?

> "China is going to hate it"

The upside is that when mainlanders are upset, they can use their smarts to push forward RISC-V.

> South Korean chip industry officials and experts said that Nvidia’s Arm buy would intensify Nvidia’s competition with Samsung, Qualcomm and others in self-driving cars and other future technologies, while raising concerns that Arm could hike licensing fees for competitors.

Oh no, more competition! Maybe Samsung can ask its little brother, the South Korean government, to intervene.

What we observe right now is the beginning of AI tech wars. I hope it will stay cold and will boost new peaceful applications.

To those of you who haven't made a CPU before: CPU technology is more like a javascript framework than a natural resource. When someone says "block China from US CPU ISAs" think "block China from US javascript frameworks". Then you'll have the appropriate sense of how silly it is.

If javascript frameworks is patented then yes, you can. For reference ARM big little scheduler is patented[1], you need to license from ARM if you use any of their big little design. RISC-V under BSD license might change this.

[1] https://patents.google.com/patent/US9710309

If push comes to shove, why would you expect China to respect a set of patents that strangle its economic growth?

Because that would result in a more devastating response from the side that holds patents. If china stops respecting international trade laws and agreements, other nations will hurt china's interests in return. Given the scale of the things, the weak spots will be found inevitably.

Judging from China's policies towards Uighur Muslims and Hong Kong, I think China isn't very worried about foreign censure.

There is a difference. Nobody in the first world really cares about Uighurs or Hong Kong. However, there are quite a handful of parties who do care about patents (and resulting profits).

China has been pilfering intellectual property from labs & private companies via APTs for the last couple of years: what are the handful of parties who care about patents going to do - write a strongly worded letter? If China decides it wants to get the latest ARM design and/or ISA in the future, do you doubt they can acquire them? Sure, they won't be able to call it "ARM" but you can bet it will be compatible[1].

1. https://en.wikipedia.org/wiki/Great_Wall_Peri#Fiat_Panda_cop...

They wouldn't be able to sell products with this 'acquired' architecture to anyone. Just ask how Huawey sales are doing in US and Europe.

For internal market, no, but they will have problems selling the pirate copies to the rest of the world. Most rich states do respect intellectual property.

(1) What you linked does not appear to be an ARM patent. (2) Even if it were, lack of big/little scheduling is hardly going to bring China's homegrown chip market to it's knees. And that's assuming the patent is ironclad and can't be worked around.

The bigger question is more, what use is a homegrown chip market if no countries in the world are buying your chips?

True, if US companies are disallowed from giving licenses to Chinese companies, then likely the US would also block import of competing Chinese CPUs.

I haven't made CPUs before ( I am guessing you have?), so I am not sure of what you are implying. Are you saying that CPU technology is as easy or copy-able like a javascript framework? I can see that ISA would be copy-able. But what about a modern implementation?

CPU design is a mature field that has been studied extensively. I've thrown together a few toy CPUs, and studied some F/OSS RISC-V designs. New tricks are still being developed for modern software workloads and modern constraints (low-power is key now, whereas before other things might have been priority), but architecture things really haven't changed much since the 90s.

My comparison with JS frameworks comes from my perception that CPU designs are all, kinda, the same. There are also a million ways to do things, but the core principles are obvious to people who study CPU design.

Separating the ARM specific concerns could someone shed light on the generalised apprehension around Nvidia?

"...Nvidia took great pains to emphasize that Arm will continue to act as a neutral supplier..."

Yeah, right. Even if by some magic nVidia has this intention (hard to believe) it will only last right up until Trump or his successor decide to use it as a club against whatever country they decide not to like at the moment.

> Nvidia will retain Arm’s United Kingdom headquarters - which exempt it from many U.S. export control laws

I was not aware that all it took for a U.S. company to profit from bypassing national security concerns, human rights protections, and weapons proliferation limits[0] was to simply open a foreign HQ or buy a company with one.

Not that Arm or Nvidia plan to do any of those things, but it sounds like a regulatory moat to me.

0: https://2009-2017.state.gov/strategictrade/overview/index.ht...

Or they just want to protect themselves and their customers from an US administration gone off the rails.

And so they have an office in a politically stable region: The UK!

ARM will still be a separate legal entity. Nvidea is a corporation, afterall.

Nvidia

Which is interesting, because the US regularly enforces their own law outside its own borders.

But how do you define a US company? In a globalized world it is very difficult to pin point a company to a country, so the headquarter is one way to defined it. Though it is not going to prevent the US to impose sanction to whoever they want.

That site phrases it as "US-origin dual-use goods".

It's not enough to have a foreign HQ, but if you have a separate development organization abroad and a clear delineation between their technology and your US-developed technology, this seems very workable.

You make it sound as if the USA has a high standard from any of those topics.

Its national security concerns keep violating laws and even the constitution. Or, take violating laws abroad and numerous international treaties. It doesn't fully implement something as basic as the Universal Declaration of Human Rights. Or, just take what Amnesty International reported already years ago about all US states violating the country's international obligations regarding accountability for police violence. As for weapons proliferation, that has to be the biggest joke of them all. It blatantly makes false claims about other countries, only to have a justification for unilateral withdrawal from treaties and expand nuclear weapon productions. Or, just take the countless wars it has started around the globe, both to make a killing on weapons sales and cynically use them as testing grounds for new weapons.

But indeed, none of all that is relevant in this particular case. Even thought the deal is bad news for a number of other reasons. Maybe first and foremost because it is a US company getting its hands on foreign assets. nVidea certainly knows how to evade taxes, so who knows how much of the deal money actually shouldn't be theirs in the first place.

It's also an attempt to not give reasons to the British government to red-light the acquisition. If you read the BBC, lots of British personalities (including the founders of Acorn and ARM themselves) have been extremely critical about the whole deal and are vehemently lobbying the UK government in order to stop it and bring back the company into British hands. If they let slip that they considered moving even a single job out of the UK, they would have basically confirmed what everybody was saying. Probably the UK government won't do anything because due to Brexit they desperately need trade deals and new partners, so they need to lick the US's arse and avoid angering Donald Trump, but still, it wouldn't be wise nevertheless.

> Probably the UK government won't do anything because due to Brexit they desperately need trade deals and new partners, so they need to lick the US's arse and avoid angering Donald Trump

That doesn't mean they need to approve the purchase - it just means they have to stall until they know the outcome of the election.

There's no chance of a trade deal being done before the election, and waving the sale through to earn Trump's favour is pointless if it's Biden they're making a trade deal with.

What's the point? They've already proved they didn't care when they let it be sold to Softbank. That ship has sailed.

It was clear SoftBank didn't give a damn about ARM, they only bought it to grab some of the sweet monies they were raking up and pretty much left everything as-is. Not so much for NVIDIA, which is a big player in the industry and is American.

Just think about the meaning of your comment. US law isn't universal. The UK and every other nation has its own independent government and laws. Every country decides for itself what a national security concern is, what human rights protections its citizens have and what weapons proliferation limits should be enforced. Enforcing US laws in a foreign country against the will of that foreign country is only possible by occupying it via military and stationing US law enforcement in it. Such a country would just be a colony of the US and last time I checked the UK isn't part of the US.

Yes, exactly. Perhaps you're not familiar with the term "regulatory moat" but basically I'm saying that these types of laws are nearly unenforceable on big players, so really the only purpose they serve is to limit competition rather than any of their stated purposes.

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