IPO filing shows just how much Arm stands to lose in China

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IPO filing shows just how much Arm stands to lose in China
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你那里的生意不错,如果出了什么事就太可惜了

Arm's much-anticipated SEC filing this week did more than detail an impending IPO: it revealed just how worried the British chip designer is at the prospect of getting locked out of China.documented various risks, uncertainties, and threats to Arm's ability to do business in the Middle Kinngdon, which stands to reason as that market accounts for roughly one quarter of the Arm's revenues today.

For those who don't know: SEC filings tend to be packed with descriptions of worst-case scenarios, and doom and gloom, as businesses lay out all the risks they face. That's so shareholders can't say they weren't warned if their investments go south after business plans go awry. That said, not only is China, as we noted, a significant source of revenue for Arm, the SoftBank-owned biz dedicated more than 3,000 words to the country in its 300-odd-page IPO prospectus.

"Our concentration of revenue from the PRC market makes us particularly susceptible to economic and political risks affecting the PRC," the filing reads.

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