Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.

komuh

macrumors regular
May 13, 2023
126
113
Amazing that they decided to go nuclear. What is their endgame here? It does them no favors to boot QC out of the market and destroy the first real chance at ARM making real headway with Windows. Do they think they can win with their own cores? Nobody's even tried so far.
They are defending their IP so whole ARM corpo won't just die, if Qualcomm can just break license with no repercussion what is point of ARM business existing?
 

MRMSFC

macrumors 6502
Jul 6, 2023
371
381
Amazing that they decided to go nuclear. What is their endgame here? It does them no favors to boot QC out of the market and destroy the first real chance at ARM making real headway with Windows. Do they think they can win with their own cores? Nobody's even tried so far.
I don’t want to register with Bloomberg, can someone explain what exactly QC did to breach contract? I was under the impression that having an ARM license allows you to modify the designs on your own product.
 

leman

macrumors Core
Oct 14, 2008
19,516
19,662
I don’t want to register with Bloomberg, can someone explain what exactly QC did to breach contract? I was under the impression that having an ARM license allows you to modify the designs on your own product.

It seems like a really messy story. The way I understand it is that ARM argues that Nuvia's architectural license — and thus Nuvia's IP — did not transfer to Qualcomm with the acquisition. The background is that Nuvia aparrently had a "special" startup license that would allow it to develop the IP without paying too much in license fee. This license agreement was supposed to be reviewed once Nuvia had a commercially viable product. Now that Nuvia has large corporate owner ARM demands a share of profits. Qualcomm doesn't want to hear that.

No idea what to think about it. Arguments can be constructed in either favor. ARM's actions seem quite aggressive and destructive. On the other hand, their position can be understood if there was indeed a special startup provision in their agreement with Nuvia. Of course, since the details of these agreements are not disclosed, we can only speculate. If there is a legal process, we might learn more how these agreements look like.
 

Icelus

macrumors 6502
Nov 3, 2018
421
574
I don’t want to register with Bloomberg, can someone explain what exactly QC did to breach contract? I was under the impression that having an ARM license allows you to modify the designs on your own product.
Arm said the current design planned for Microsoft's Copilot+ laptops is a direct technical descendant of Nuvia's chip. Arm said it had cancelled the license for these chips.


 

MRMSFC

macrumors 6502
Jul 6, 2023
371
381
It seems like a really messy story. The way I understand it is that ARM argues that Nuvia's architectural license — and thus Nuvia's IP — did not transfer to Qualcomm with the acquisition. The background is that Nuvia aparrently had a "special" startup license that would allow it to develop the IP without paying too much in license fee. This license agreement was supposed to be reviewed once Nuvia had a commercially viable product. Now that Nuvia has large corporate owner ARM demands a share of profits. Qualcomm doesn't want to hear that.

No idea what to think about it. Arguments can be constructed in either favor. ARM's actions seem quite aggressive and destructive. On the other hand, their position can be understood if there was indeed a special startup provision in their agreement with Nuvia. Of course, since the details of these agreements are not disclosed, we can only speculate. If there is a legal process, we might learn more how these agreements look like.
Arm said the current design planned for Microsoft's Copilot+ laptops is a direct technical descendant of Nuvia's chip. Arm said it had cancelled the license for these chips.


Thank you both.

This reaction seems a little extreme for a license dispute. I have to wonder if ARM tried to settle things quietly and was stonewalled by Qualcomm, or if this is a strategic move to try and get better terms out of a settlement.

Either way it strikes me more as lawfare than a simple disagreement.
 

Bodhitree

macrumors 68020
Apr 5, 2021
2,084
2,210
Netherlands
Is this going to affect all of Qualcomm’s ARM chips, including non-Nuvia derived chips? The stock only fell 4.5%, I thought their Snapdragon business was bigger than that.
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.