Unsurprisingly, the semiconductor industry’s largest ever deal has been the top story in September on eeNews Europe.
Nvidia’s $40bn deal to buy UK processor designer ARM is fraught with challenges, both from the industry and geopolitical forces. China in particular is set to challenge the deal, which may take longer than the expected 18 months if it happens at all.
- Opinion: Nvidia's bad deal is not yet done
- Defending the Nvidia-ARM deal
- Nvidia eyes ARM IP distribution network
- ARM Nvidia deal is wakeup call to industry
- Data centre overtakes gaming at Nvidia
The emergence of a competitor in the datacentre space in the form of Nuvia may well have driven ARM’s decision to split is processor lines to create a line foucssed on high performance
- ARM splits its Neoverse datacentre server chip designs
- Nuvia raises $240m to build ARM data centre chip
The US-China trade war has other knock on effects, particularly on the supply of wafers and the thorny issue of subsidies and the US CHIPS Act.
- Trade war risks for wafer supply
- European chip firms concerned over US export controls
- Co-investment or subsidy? Globalfoundries readies for US 'partnership'
- NXP opens Gallium Nitride Fab in Arizona
The long-awaited Battery Day from electric car maker Tesla highlighted a move back to vertical integration. Plans to mine its own lithium, build its own silicon anode battery cells and use these as a structural part of the car have implications for its current battery partners Panasonic, CATL and BVD.
- Why the Tesla Battery Day matters for Europe
- Taking advantage of Tesla’s Battery Day
- Tesla moves to cobalt-free silicon battery cell with a new form factor