Arm Holdings plc (NASDAQ: ARM ) got the short end of the stick this year. It hasn’t been easy for the design house that makes about 45% of its royalties fromAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ARM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiv ...

⚡️ NEW: Jack Dorsey claims Proto has outperformed China in $BTC mining chip design. https://t.co/YEqTgffwC3 ...

Heard on the Street: Intel is facing an identity question—whether it wants to be a chip designer, a manufacturer, or remain both of those things https://t.co/6pvayz2e4c ...

Policy Shift & Market Access - US officials previously restricted chip design software firms from selling technology to China, impacting market access [1] - Siemens, followed by Synopsis and Cadence, are resuming the supply of critical technology to mainland China after being informed they could restart [2] - NVIDIA's Jensen Huang cautioned against harsh clampdowns on China's access, suggesting it would drive self-reliance [3] Semiconductor Industry & Technological Advancement - The policy shift impacts efforts to restrict China's advancements in semiconductor technology [3] - The situation raises questions about a potential shift in Washington's policy thinking regarding technology restrictions on China [3]