The Nvidia-Arm merger creates a chip design powerhouse
The Nvidia - Arm merger gives the combined group a quantum leap over other chip makers according to John Lobb at Insync Funds Management. The merger transaction is valued at USD 40 Billion.
The Nvidia - Arm holdings merger could be costly to countries who oppose the merger if their manufacturing base relies on cutting edge chip design.
Nvidia has the lead in GPUs (Graphic Processing Units) which are the linchpin of the brain of an autonomous vehicle and the magic behind ‘virtual reality’ gaming.
“Chip makers like AMD and Intel are lagging NVDIA’s technology for self-driving vehicles and new-age (realistic) gaming.
“It’s mind blowing that ‘Intel inside’ is now past its use by date for business-level computing,” said Insync’s John Lobb.
What is Nvidia?
Read more on this company in Insync’s latest monthly report:
Disruption stocks can provide investment returns now
Insync’s investment strategy concentrates on disruption and its interrelationship with a global megatrend rather than just investing in disruptive companies.
“Our investment philosophy revolves around high quality companies. We look for companies that are benefiting from disruption, have long runways of growth through exposure to global megatrends and are highly profitable,” commented Mr. Lobb.
Disclaimer
Equity Trustees Limited (“EQT”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Insync Global Quality Fund and the Insync Global Capital Aware Fund. EQT is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). This information has been prepared by Insync Funds Management Pty Ltd (ABN 29 125 092 677, AFSL 322891) (“Insync”), to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Insync, EQT nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.