오른손의 좋은 세상만들기

AMD의 장기투자중에 하나는 FPGA인데, 미래 가치에 너무 몰입되어 인수가가 너무 높았던 문제가 있었다. 그때 주주로서 엄청 까기도 했지만 인수후 5년만 지나도 충분히 값을 할것으로 봤었다. 갑자기 ChatGPT가 뜨면서 AI하면 ChatGPT가 되어버렸고 그래서 ChatGPT가 사용하는 NVidia도 갑자기 폭발적으로 성장하게 되었는데. 사실 AI HW/SW architecture를 보면 FPGA의 잠재력을 빼놓을 수가 없다. AMD가 인수한 Mipsology는 FPGA를 이용한 AI 추론 가속화에 있는것 같다.

뉴스를 보고 이런 회사를 알게되어, 좀더 파 봐야겠다.

2015년에 프랑스에서 창업했으며, 프랑스와 산호세에도 오피스가 있고, 전체 인력은 25명보다 적다고 알려져 있다. 헐~

https://mipsology.com/product/

중국이 서방의 IT독주를 우려해 다른 지역에서는 다 허가를 득하고도 결국 접은 큰 딜들이 점점 많아지는데, 투자가들의 한이 계속 쌓이고 쌓여서 어떤 분노로 폭발할지 궁금하다. 향후에 중국경제가 회복되면 좋은 기업을 인수하며 성장할 수 있는 좋은 옵션을 불살라 버려서 자국내에서만 쓸 수 있는 생태계밖에 답은 없을것 같다.

현재 진행중인 브로드컴(Broadcom, Avago, AVGO) - VMWare 합병도 어떻게 될지 지켜보면 재미있다. 중국은 일관성있게 좀 될것 같은 회사들이 모이면 안된다는 말은 안하고 아예 대답을 안한는 방식인데...

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Sure, here are some tech M&A deals that were broken due to the Chinese government not approving the deals in a timely manner:

• In 2016, the Chinese government blocked Qualcomm's proposed $14 billion acquisition of NXP Semiconductors. The deal was pending regulatory approval for more than a year, and the Chinese government eventually cited national security concerns as the reason for its rejection. 
• Qualcomm's proposed $14 billion acquisition of NXP Semiconductors
• In 2017, the Chinese government blocked SoftBank's proposed $22 billion acquisition of ARM Holdings. The deal was also pending regulatory approval for more than a year, and the Chinese government cited concerns about data security as the reason for its rejection.

  

  SoftBank's proposed $22 billion acquisition of ARM Holdings
• In 2018, the Chinese government blocked the sale of Grindr, a gay dating app, to Beijing Kunlun Tech. The deal was valued at $620 million, and it had been approved by regulators in the United States and other countries. However, the Chinese government cited national security concerns as the reason for its rejection.

  

  Grindr, a gay dating app
• In 2020, the Chinese government blocked ByteDance's proposed $1 billion acquisition of Musical.ly, a short-form video app. The deal was pending regulatory approval for more than a year, and the Chinese government eventually cited concerns about competition as the reason for its rejection.

  

  ByteDance's proposed $1 billion acquisition of Musical.ly

These are just a few examples of tech M&A deals that have been broken due to the Chinese government not approving the deals in a timely manner. The Chinese government has become increasingly strict in its review of foreign investment in recent years, and this has made it more difficult for foreign companies to acquire Chinese businesses.

In addition to national security and data security concerns, the Chinese government may also block M&A deals if it believes that the deal could give the foreign company too much control over a key industry or technology. The Chinese government is also concerned about the loss of jobs and technology when Chinese companies are acquired by foreign companies.

As a result of these concerns, the Chinese government has taken a more cautious approach to approving foreign investment in recent years. This has made it more difficult for foreign companies to acquire Chinese businesses, and it has also led to the break-up of some high-profile M&A deals.

*최근 1년간 성적