The Semiconductor Heist of the Century – Arm China Has Gone Completely Rogue

Article note: Oh. SoftBank got looted for IP by their 51% Chinese joint venture, who have gone rogue, as is the predictable MO of these Chinese joint ventures. The interesting question is how much we're going to see a bifurcation of the ARM ecosystem around where they realized and stopped letting new tech into China, the Chinese firm might "obtain" post-separation stuff and compete with main ARM. The low-end ARM market is already flooded with Chinese knockoffs (see Apex and Artery and whatnot STM32likes), it might be moving up-market.