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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?
 
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.
 
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.
 
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.


 
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.
 
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.
 
Does anyone know the difference between first generation (used by laptops) and second generation (used by phones) Oryon CPUs?

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.
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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Does anyone know the difference between first generation (used by laptops) and second generation (used by phones) Oryon CPUs?
I can't give you a list but the differences appear to be extensive, as the 2gen appears to be a much better product.

It is possible that only the first generation Oryon CPU breaks Arm's IP, so any other CPU should be safe.
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.
 
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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?

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.
 
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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?


Maybe the reason is price. Not going to find any budget laptop PCs with SD X.
 
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?


As long as Wintel is the main revenue maker in the PC sector then customers aren't going to risk Windows on ARM. They will suspect it is niche and fail like their last ARM attempt.

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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.
 
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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.
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.
 
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.
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 compromise :D
 
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