Broadcom's $ 69bn VMware deal teem rau kev tshawb nrhiav EU tiv thaiv ntev

Broadcom qhov $ 69bn tau los ntawm huab software tuam txhab VMware tau teeb tsa rau kev tshawb nrhiav kev ntseeg siab ntev hauv Brussels txog kev txhawj xeeb txog kev tswj hwm uas qhov kev pom zoo yuav ua rau muaj kev sib tw thoob ntiaj teb kev lag luam thev naus laus zis.

Broadcom twb nyob rau hauv kev sib tham ua ntej nrog EU cov tub ceev xwm uas yuav saib rau hauv kev txhawj xeeb tias kev sib koom ua ke tuaj yeem ua rau tus cwj pwm tsis zoo, suav nrog cov nqi yav tom ntej yuav nce los ntawm US chipmaker, peb tus neeg muaj kev paub ncaj qha ntawm kev hloov pauv tau hais.

Ntau qhov kev yuav khoom loj tau txais kev nug zoo sib xws, paub hauv EU lub voj voog raws li "theem 1" kev tshawb nrhiav, uas feem ntau yuav siv li ob peb lub hlis kom tiav.

Tab sis cov neeg nyob ze rau qhov xwm txheej qhia tias EU cov tub ceev xwm npaj yuav thawb mus tom ntej nrog kev tshawb xyuas "theem 2" kom ntxaws, uas tuaj yeem siv sijhawm ntev dua ib xyoos thiab tuaj yeem cuam tshuam qhov kev pom zoo tag nrho. Nvidia nws thiaj li taug kev deb ntawm qhov kev thov $ 66bn kev yuav khoom ntawm tus tsim chip Arm tom qab raug rau qhov kev sojntsuam ntev ntawm EU.

Broadcom tsis tau teb tam sim ntawd rau kev thov tawm tswv yim.

cov lub tuam txhab tau txais VMware yog ib qhov loj tshaj plaws hauv keeb kwm ntawm kev lag luam thev naus laus zis, thib ob tsuas yog Microsoft tau thov $ 75bn kev yuav khoom ua si ntawm Activision Blizzard.

Cov neeg tawm tsam ntawm qhov kev pom zoo, uas suav nrog qee tus neeg siv VMware uas twb muaj lawm, tau sau ntawv rau EU los sib cav VMware cov neeg siv khoom yav tom ntej tuaj yeem raug khi rau kev yuav Broadcom cov kev pabcuam. 

Lawv taw tes rau ob qhov kev lag luam tsis ntev los no coj los ntawm Broadcom, nws $ 18.9bn kev tswj hwm ntawm CA Technologies hauv 2018 thiab nws $ 10.7bn deal los yuav Symantec lub lag luam kev ruaj ntseg lag luam ib xyoo tom qab raws li cov piv txwv tsis ntev los no ntawm yuav ua li cas US chipmaker muaj kev pheej hmoo cuam tshuam kev sib tw. Hauv ob qho tib si, lawv tau thov, Broadcom tau nce nqi.

Cov kev txhawj xeeb no tau tshaj tawm ua ntej EU cov thawj coj laus, suav nrog tus thawj coj ntawm kev sib tw Margrethe Vestager, txawm tias Broadcom tsis zoo li yuav ua tiav daim ntawv yuav tau los tshuaj xyuas los ntawm cov tub ceev xwm tiv thaiv kom txog thaum lub caij ntuj sov so, raws li cov neeg paub txog cov txheej txheem.

Kev tshuaj xyuas ntxiv yuav tsum tau los ntawm Asmeskas, thaum UK thiab Tuam Tshoj tseem tuaj yeem tsim kev soj ntsuam.

Lub chipmaker twb tau tawm tsam cov teeb meem tawm tsam European Commission rau kev iab liam kev tawm tsam kev sib tw. Thaum Lub Kaum Hli 2020, Brussels lees txais cov lus cog tseg los ntawm pawg neeg Asmeskas kom ntseeg tau tias kev sib tw hauv kev lag luam chipset rau modems.

Broadcom tau tshwm sim los ua ib qho ntawm cov chipmakers loj tshaj plaws nyob rau hauv lub ntiaj teb nyob rau sab nraum qab ntawm ib qho kev nthuav dav coj los ntawm Hock Tan, nws tus thawj tswj hwm tau tshaib plab rau ntau tshaj kaum xyoo.

Tus thawj coj Malaysian-Asmeskas raug txwv los ntawm kev sib koom ua ke ntawm kev lag luam semiconductor ntxiv rau xyoo 2019. Tsoom Fwv Teb Chaws Trade Commission liam Broadcom ntawm kev ua lag luam hauv kev lag luam. 

Kev tswj hwm kev tawm tsam tau ua rau Tan hloov pauv nws txoj kev yuav khoom rau cov tuam txhab software thiab huab kev pabcuam, ib qho kev txav uas lub hom phiaj tig Broadcom mus rau hauv kev sib koom ua lag luam dav dav. 

Lub Kaum Ib Hlis tas los, FTC txwv tsis pub Broadcom los ntawm kev thov rau cov neeg siv khoom los yuav cov pob khoom, hu ua "exclusivity" lossis "loyalty" daim ntawv cog lus, hauv nws cov muag khoom semiconductors rau hauv internet. Nws tseem txwv tsis pub Broadcom "ua pauj rau cov neeg siv khoom ua lag luam nrog Broadcom cov neeg sib tw".

Andy Li, tus kws tshuaj ntsuam loj ntawm lub tuam txhab tshawb fawb CreditSights hais tias "Cov neeg tswj hwm yuav ua tib zoo saib [VMware deal] vim tias qhov no yog Broadcom thiab kev lag luam thev naus laus zis loj,"

Broadcom yuav thawb rov qab rau cov kev ntshai no, raws li cov neeg nyob ze rau lub tuam txhab, los ntawm kev sib cav tias nws tsis yog kev sib koom ua ke ntawm cov neeg sib tw, yog li yuav tsis ua rau muaj zog ua lag luam. Nws tseem yuav hais tias qhov kev pom zoo tsis zoo li yuav nce nqi lossis ua rau tsis zoo ntawm cov kev pabcuam lossis muaj kev cuam tshuam tsis zoo rau kev tsim kho tshiab.

Broadcom tseem yuav tso tseg ib qho kev sib piv rau Nvidia qhov ua tsis tiav ntawm Arm, qhov twg Nvidia cov neeg sib tw tau nyob ntawm daim ntawv tso cai npaj rau Arm's chips. 

Tab sis cov koom haum ua lag luam, sawv cev rau ntau pua lub tuam txhab uas yog cov neeg siv khoom ntawm VMware, suav nrog Fab Kis Cigref, tau xa tsab ntawv rau lub lim tiam no rau cov tswj hwm hauv Brussels kom lawv ua ua ntej emptively los thaiv qhov kev pom zoo vim muaj kev txhawj xeeb txog kev tiv thaiv kev sib tw.

Kev tshaj tawm ntxiv los ntawm Harriet Agnew hauv London thiab Richard Waters hauv San Francisco

Source: https://www.ft.com/cms/s/efc1e0b7-93a8-4189-a503-368193d3fb20,s01=1.html?ftcamp=traffic/partner/feed_headline/us_yahoo/auddev&yptr=yahoo