Mr Son, do you know anything about semiconductors...? We want you to lead Japan's sovereign AI efforts... Arm's anxiety as it faces the threat of RISC-V

The concept of sovereign AI is becoming increasingly important in Japan, and a system is being sought in which AI is developed and operated under the country's own sovereignty while limiting reliance on external sources. The view is expressed that private companies should implement the Japanese government's policy, with an integrated public-private framework considered necessary.

Against this backdrop, SoftBank Group's Son Masayoshi (孫正義) is expected to play a central role in commercializing AI, while concerns are also being raised about the importance of semiconductor technology. The view is presented that developments involving the UK-based Arm could affect the valuation of semiconductors.

The ARM acquisition is said to have been praised because it was a large-scale transaction, with a total purchase price of £24 billion (approximately ¥3.3 trillion at the time). This article is available only to paid members, and a follow-up is awaited.

The article is available only to paid members, and additional information remains pending.