RT Bloomberg Live (@BloombergLive)"There are two players in this war right now, the US and China - Europe - is not playing in the same league," Centre on Regulation in Europe's @ZachLMeyers shares his take on whether it is too late for Europe to compete in the chip war at #BloombergTech's Opening Night Debate. https://t.co/eN2NZfX6GD ...

RT Bloomberg Live (@BloombergLive)NOW: #BloombergTech Opening Night with @CarolineHydeTV begins.Don't miss the live debate, “Is Europe Too Late to Compete in the Chip War?” to hear experts explore Europe's position in the global fight for chip supremacy. https://t.co/Tlyzc1JHiS ...

RT Bloomberg Live (@BloombergLive)TODAY: #BloombergTech kickstarts with a live debate bringing experts and tech leaders together to discuss whether it is too late for Europe to compete in the chip war.Sponsored by @Kyndrylhttps://t.co/Q9ZpbUIBzE https://t.co/lT8mhC47WI ...

Company Performance & Market Position - ARM's IPO in September valued it above $54 billion [1] - The company's valuation has tripled [1] - ARM is a key CPU provider, especially in mobile devices [1] - SoftBank took ARM private for $32 billion and later public with a $150 billion market cap [9] Competition & Strategy - Nvidia is a customer of ARM, and ARM doesn't consider Nvidia a direct competitor today [4] - ARM aims to be a key microprocessor provider connecting to accelerators from companies like Cerebras, Nvidia, and Google [17] - ARM is exploring going further than its current role, hinting at potential divergence in the market between training and inference [19] - ARM is uniquely positioned to address AI workloads in energy-efficient devices [18] Industry Trends & Geopolitics - The software side of AI is moving faster than the hardware, driving investment in new hardware [2] - The global ecosystem works best when it's open and flat, without constraints on sales or ecosystem building [27][50] - If supply is cut off, other regions will develop their own ecosystems, potentially challenging the West [51][52] - China's software ecosystem largely mirrors the West, which is beneficial for ARM [26] - There is a need for more investment in STEM talent and chip design [56][57] - Collaboration with China on AI safety and policy is possible and desirable [59][60] Manufacturing & Supply Chain - The US needs to invest in refining rare earth minerals to compete in chip manufacturing [34][35] - The US has lost "muscle memory" in world-class manufacturing, requiring a shift in mindset and training [41] - Universities need to incorporate manufacturing operations excellence into their curricula [45]

RT Bloomberg Live (@BloombergLive)Is Europe playing catch-up or are they ready to compete in the Chip War?Join us on the opening night of Bloomberg Tech for a live debate moderated by Bloomberg’s @CarolineHydeTV.📱 Find out more: https://t.co/R8JoWZnk6N https://t.co/QZgv61sbLi ...

Market Trends & Government Intervention - Intel's stock performance has seen a 19% increase this week, potentially influenced by President Trump's focus on Lip Bhutan [1] - The discussion suggests Intel could become a significant foundry business, similar to Taiwan Semiconductor Manufacturing [2] - The Trump administration's focus on national champion companies and bringing back manufacturing to the US aligns with potential government support for Intel [3][5] - Government taking a stake in a company typically doesn't lead to stock rallies, unlike the observed 8% increase [4] - The administration might have been considering investing in Intel while publicly criticizing them [4] - Concerns arise from Lip Bhutan's relationships in China, emphasizing the US versus China tech war and the need for Intel to prioritize US concerns [7] - Government ownership could provide more control over Intel, which might be necessary in the current geopolitical climate [7][8] Financial & Strategic Considerations - The idea of government taking stakes in companies outside of a crisis is unconventional, especially post-Great Financial Crisis [9] - The government's potential stake in Intel is viewed as a strategic move, similar to the 15% stake in MP Materials [11][12] - The discussion highlights the potential for the government to take stakes in other strategic companies [12]

As the chip war between America and China heats up and global demand for semiconductors soars, Penang is poised to get rich https://t.co/uWfAhyr4lI ...