"Qualcomm claims that Arm is telling the OEMs that semiconductor manufacturers will not be able to provide other elements of their Arm-based SOCs that Arm also

"Qualcomm claims that Arm is telling the OEMs that semiconductor manufacturers will not be able to provide other elements of their Arm-based SOCs that Arm also offers as a licensed product. This includes GPUs, NPUs, and ISP." From https://www.semianalysis.com/p/arm-changes-business-model-oem-partners https://www.semianalysis.com/p/arm-changes-business-model-oe...