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The advantage is that ARM is trying to change their license and royalty structure and are currently suing Qualcomm. https://www.courtlistener.com/docket/649387

The advantage is that ARM is trying to change their license and royalty structure and are currently suing Qualcomm. https://www.courtlistener.com/docket/64938776/arm-ltd-v-qualcomm-inc/ https://www.courtlistener.com/docket/64938776/arm-ltd-v-qual...

hashtag-til 3y ago
You mean advantage for who? That their quarrel, not a trend.
- rwmj 3y ago
  If ARM are going to attack Qualcomm, who else will they go for? Particularly since they now need to justify their very high stock price. With RISC-V you have a clear license (BSD) which lets you do what you want, now and in the future.
  - klelatti 3y ago
    Qualcomm took the first step in this case by trying to sell Nuvia derived designs under their own license agreement. Whoever wins it’s not really Arm going on the ‘attack’ if there is a reasonable case that the license has been breached.
    - TradingPlaces 3y ago
      We have no visibility into either contract at the center of this case. I’m holding off judgement until we understand Qualcomm’s architecture license, and the assignment clause in Nuvia's. I will only say that suing a 10% customer is, generally speaking, a terrible idea.
      - klelatti 3y ago
        > a terrible idea Well you’re not really holding off judgment then! It’s also a terrible idea to let big customers breach their contracts but as you say we haven’t seen the contracts concerned.
        TradingPlaces 3y ago
        > generally speaking And I stand by that. Leave aside who is right, because we don’t know. We do know that Qualcomm sent them ~$270m last fiscal year and ARM is pushing them away. The case is over “tens of millions” in Qualcomm’s telling, so it’s not even that much money ARM is seeking, and it is risky. They have a huge mess with the ARM China joint venture that is not done unfolding IMO, and they have chosen that same moment to sue their second biggest customer, who is about to bring ARM chips to Windows PCs in a real way. ARM “winning” this case looks like losing to me. In any event, I think they settle before it gets to trial next year, because the potential for embarrassment in discovery for both parties is too great, the sum in question is too small, and both companies should want to see those ARM Windows PCs.
        klelatti 3y ago
        > Qualcomm sent them ~$270m last fiscal year > ARM is pushing them away > “tens of millions” in Qualcomm’s telling > ARM “winning” this case looks like losing to me. I'm sorry, this is once again a very one sided portrayal of this case. Qualcomm is utterly reliant on Arm's technology and if - as you admit is a possibility - Qualcomm has materially breached its licenses in a way that is detrimental to Arm's interests, Arm is supposed to say 'fine, please go ahead'? Of course not!
  - ksec 3y ago
    Apple sued Qualcomm, Samsung, Nokia, Ericsson and many others in the past. If Apple are going to attack, who else will they go for?
    - hashtag-til 3y ago
      That’s what I’m saying. People sometimes think they are very clever and read way too much between the lines.

hashtag-til 3y ago

You mean advantage for who? That their quarrel, not a trend.

rwmj 3y ago
If ARM are going to attack Qualcomm, who else will they go for? Particularly since they now need to justify their very high stock price. With RISC-V you have a clear license (BSD) which lets you do what you want, now and in the future.
- klelatti 3y ago
  Qualcomm took the first step in this case by trying to sell Nuvia derived designs under their own license agreement. Whoever wins it’s not really Arm going on the ‘attack’ if there is a reasonable case that the license has been breached.
  - TradingPlaces 3y ago
    We have no visibility into either contract at the center of this case. I’m holding off judgement until we understand Qualcomm’s architecture license, and the assignment clause in Nuvia's. I will only say that suing a 10% customer is, generally speaking, a terrible idea.
    - klelatti 3y ago
      > a terrible idea Well you’re not really holding off judgment then! It’s also a terrible idea to let big customers breach their contracts but as you say we haven’t seen the contracts concerned.
      - TradingPlaces 3y ago
        > generally speaking And I stand by that. Leave aside who is right, because we don’t know. We do know that Qualcomm sent them ~$270m last fiscal year and ARM is pushing them away. The case is over “tens of millions” in Qualcomm’s telling, so it’s not even that much money ARM is seeking, and it is risky. They have a huge mess with the ARM China joint venture that is not done unfolding IMO, and they have chosen that same moment to sue their second biggest customer, who is about to bring ARM chips to Windows PCs in a real way. ARM “winning” this case looks like losing to me. In any event, I think they settle before it gets to trial next year, because the potential for embarrassment in discovery for both parties is too great, the sum in question is too small, and both companies should want to see those ARM Windows PCs.
        klelatti 3y ago
        > Qualcomm sent them ~$270m last fiscal year > ARM is pushing them away > “tens of millions” in Qualcomm’s telling > ARM “winning” this case looks like losing to me. I'm sorry, this is once again a very one sided portrayal of this case. Qualcomm is utterly reliant on Arm's technology and if - as you admit is a possibility - Qualcomm has materially breached its licenses in a way that is detrimental to Arm's interests, Arm is supposed to say 'fine, please go ahead'? Of course not!
- ksec 3y ago
  Apple sued Qualcomm, Samsung, Nokia, Ericsson and many others in the past. If Apple are going to attack, who else will they go for?
  - hashtag-til 3y ago
    That’s what I’m saying. People sometimes think they are very clever and read way too much between the lines.