In 5 to 10 years ARM will not be selling anything to Chinese companies, which will have all moved to domestic and/or open designs.
That's the only possible end result.
That's the only possible end result.
We already know that they are capable of building their own designs or software. The thing is NOBODY will ever use it outside of China.
The whole point of this situation is to force China to open more their market so we can at least pretend we have a fair trading environment.
It will be beneficial since it will give third countries a choice and help reduce their reliance on the US/monopolistic incumbents.
Trump's game really is to hurt China so that they don't become "number one on his watch" (his words). It's a good old power struggle behind the rhetoric of "fair trading environment".