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irthomasthomas
May be related to Arm China going rogue? [0] It is starting to look like Britain's sale of Arm was a good deal after all. We foisted it on them!

[0] https://news.ycombinator.com/item?id=28329731

Narann
That actually could be a pretty good reason.

If ARM now have an identical China firm with identical IP and design, what ARM really worth?

That could actually be a(nother) case study.

lnsp
Isn't the Tech Titan comparison graph misleading? I mean sure, TSMC has a higher market capitalization than Nvidia, however TSMC only does manufacturing of chips but doesn't design them AFAIK. I mean sure, you could call them a chipmaker, but in that case I wouldn't call Nvidia one because they use TSMC/Samsung services to actually "make chips".