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?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.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.
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.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.
Thank you both.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.
It is possible that only the first generation Oryon CPU breaks Arm's IP, so any other CPU should be safe.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.
I can't give you a list but the differences appear to be extensive, as the 2gen appears to be a much better product.Does anyone know the difference between first generation (used by laptops) and second generation (used by phones) Oryon CPUs?
I am not certain of this, but my understanding is that this isn't about IP (as in, using ARM's tech), but rather a matter of business terms.It is possible that only the first generation Oryon CPU breaks Arm's IP, so any other CPU should be safe.
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Microsoft finally releases generic install ISOs for the Arm version of Windows
Generic install media brings Arm PCs closer to feeling like any old x86 PC.arstechnica.com
That was the insider preview, now it's official.How is this new? I remember downloading an ARM Windows ISO from MS directly several years ago.
Is isn't weird 99% of people don't care about some 10 even 30% battery life gain especially on windows, they want to have PC with all their games and software (which some times are not updated for 10+ years) working, as long as Windows for ARM is worse than x64 no one outside of tech enthusiast will buy it.I saw this, and thought it was interesting in that Snapdragon X is failing to move the market, despite decent benchmarks and improved software support. Might Lunar Lake have something to do with it?
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Only about 720,000 Qualcomm Snapdragon X laptops sold since launch — under 0.8% of the total number of PCs shipped in Q3, or less than 1 out of every 125 devices
AI-capable PCs grow 49%, and take 20% of shipments, but Snapdragon X PCs strugglewww.techradar.com
I saw this, and thought it was interesting in that Snapdragon X is failing to move the market, despite decent benchmarks and improved software support. Might Lunar Lake have something to do with it?
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Only about 720,000 Qualcomm Snapdragon X laptops sold since launch — under 0.8% of the total number of PCs shipped in Q3, or less than 1 out of every 125 devices
AI-capable PCs grow 49%, and take 20% of shipments, but Snapdragon X PCs strugglewww.techradar.com
I saw this, and thought it was interesting in that Snapdragon X is failing to move the market, despite decent benchmarks and improved software support. Might Lunar Lake have something to do with it?
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Only about 720,000 Qualcomm Snapdragon X laptops sold since launch — under 0.8% of the total number of PCs shipped in Q3, or less than 1 out of every 125 devices
AI-capable PCs grow 49%, and take 20% of shipments, but Snapdragon X PCs strugglewww.techradar.com
Small form factor PCs have been around for ages in the business world - possibly even older than the original G4 mini. They've always been some combination of hot, loud, and slow. I think with ARM, this is the first chance that the OEMs have to play around with the small form factor PC that doesn't compromise.I don’t know… I always figured the best use case for low-power, high speed ARM chips was going to be in professional laptops. Putting these socs in Mini PCs is like trying to copy the M4 Mac Mini’s success without really matching the total package.
Ah it's not quite that bad. Out of "hot, loud, slow" you have been able to pick two out of the three as a compromiseSmall form factor PCs have been around for ages in the business world - possibly even older than the original G4 mini. They've always been some combination of hot, loud, and slow. I think with ARM, this is the first chance that the OEMs have to play around with the small form factor PC that doesn't compromise.