Qualcomm vs. ARM license battle!🔍
One of the biggest legal battles in the tech world is taking place between two giants, ARM $ARM and Qualcomm $QCOM. The outcome of this dispute could significantly impact the mobile phone and consumer electronics markets. 🛠️📱 If Qualcomm loses access to licenses for key ARM technologies , it could significantly disrupt production of the popular Snapdragon chipsets that are at the heart of modern smartphones and laptops. ⚙️💻
Technological innovation on the edge - Qualcomm has invested heavily in chip development Oryon, which is based on a technology startup Nuviawhich used the architecture ARM. This company was later Qualcomm was acquired by Qualcomm. Licensed by the company ARM however, expired in the year 2022. If Qualcomm loses, it risks stopping sales of its high-end chips Snapdragon X Elite a 8 Elite. 💰💡
Impact on the market - Qualcomm is a key player for most major smartphone manufacturers such as Samsung, Xiaomi or Google. If there is a ban on the sale of these chips, the market could be shaken up, which could create interesting opportunities, but also gaps in the market.
Litigation of the year - The trial is expected to begin in December. This will be a pivotal moment that will determine not only the future of the two companies, but also the wider technology sector. 🏛️⚖️
This case is a good example of how litigation can affect an entire industry.
ARM sharesrespond by falling by more than 7 % and Qualcomm by 4 %.
What do you think of the two companies and this important litigation?
I would like to buy $ARM stock, but the price would have to be lower. At least under $115.
I think both companies are great, and I'm definitely interested to see how this plays out.
If Qualcomm really loses this, which I wouldn't completely expect, it would be the beginning of the end.
I don't even know about this fight and somehow I haven't read about it yet. I think both companies are great and I'll definitely keep an eye on this situation.