Thread by @wmhuo168

China isn’t turning to RISC-V because it hates British tech. It’s doing it to get rid of Masayoshi Son. The story behind Arm’s collapse in China is uglier than you think.

Is China's RISC-V Pivot Undermining Arm's Growth Prospects? share.google/FIiY4U4q6BHlUq…

Arm isn’t being rejected in China because it's British. It’s being sidelined because Masayoshi Son, the head of SoftBank, burned every bridge in Beijing. (1/9)

Son tried to sell Arm to Nvidia, a U.S. company tied to national security. That alone made Chinese officials nervous. But it got worse. (2/9)

For years, he allowed Arm China to fall into chaos. A rogue CEO, Allen Wu, refused to step down. SoftBank stood by and did nothing. (3/9)

That fiasco exposed Arm as just another Western IP tollbooth. No real innovation. Just licensing fees and corporate dysfunction. (4/9)

That fiasco exposed Arm as just another Western IP tollbooth. No real innovation. Just licensing fees and corporate dysfunction. (4/9)

Meanwhile, RISC-V offered China exactly what it needed. Open access. Customization. No royalties. And no meddling from Son. (5/9)

China’s problem with Arm isn’t cultural. It’s structural. Son turned Arm into a glorified asset for flipping. Beijing took the hint. (6/9)

Now China backs RISC-V with full state support. Giants like Alibaba and Huawei are replacing Arm’s IP with homegrown alternatives. (7/9)

Son bet he could cash out by handing Arm to Nvidia. China responded by building a rival it can fully control. (8/9)

Arm didn’t lose China because of politics or pedigree. It lost because Masayoshi Son treated it like a slot machine. (9/9)