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There is another news that our semiconductor makers are keenly keen on as much as Huawei has stopped trading.

This is the largest merger and acquisition in the history of the semiconductor industry. NVIDIA, the world's number one graphic chip company, decided to acquire a company called ARM, the number one semiconductor design company, for 47 trillion won.

This company called ARM makes semiconductor schematics and sells them to companies like Samsung and Apple, and 95% of the semiconductors used in smartphones are based on the company's designs.

The problem is that the acquisition of ARM is a competitor that makes chips like Samsung Electronics.



There are concerns that adverse things may occur in the future, and reporter Lee Seong-hoon delivers.



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Huawei is the world's third largest consumer of semiconductors.



The sales of Samsung Electronics and SK Hynix account for 3.2% and 11.4%, respectively, which is expected to disrupt sales of 10 trillion won per year.



Both companies have requested the US Department of Commerce to approve exports to Huawei, but have not yet received a response.



The industry sees a low probability of approval, so a short-term hit is inevitable.



As urgently, it took an emergency to secure alternative customers such as Oppo and Xiaomi.



[Yeon Won-ho/Associate Fellow, Institute for Foreign Economic Policy: In the short term, it seems that we need to diversify exports quickly.

Wherever there are new growing companies, not just in China, Korean companies will have to find export ships…

.]



The display industry is concerned about the ban on the Chinese national messenger'WeChat'.



If the WeChat app is omitted from the Apple iPhone, iPhone sales, which sell 30 million units a year in China, will sharply drop, which is negative for Samsung and LG Display, which supply panels to iPhones.



However, in the mid- to long-term, we can expect a reflective profit from Huawei's exit, such as smartphones and 5G communication equipment.



Under these circumstances, Nvidia's acquisition of ARM could increase market uncertainty.



ARM's semiconductor blueprint is a kind of'public goods', but raising the cost of the blueprint in the future increases the burden, and if Nvidia advances to mobile AP based on ARM's original technology, it will directly compete with Samsung Electronics.



It is predicting the exit from Huawei, a big deal in the semiconductor industry, and a shift in the global semiconductor industry.



(Video editing: Ha Seong-won)