Arm is playing chicken with Qualcomm. Both have a lot to lose.
When Arm made the bold move to sue Qualcomm last year it set itself on a collision course between the British chip designer and one of its largest partners that risks dealing significant damage to both companies — unless they decide to reach a settlement before things get too ugly., Arm sought to block custom processor core technology acquired by the Snapdragon giant.
Then we need to consider that Qualcomm expects to begin shipping the custom Nuvia cores in Snapdragon system-on-chips for laptops by the end of this year or early 2024. "I think Apple is the biggest indirect beneficiary of this because the Nuvia product has been the one that shows the most promise of being able to offer something exciting and competitive at that level," Daniel Newman, CEO and principal analyst at The Futurum Group, toldQualcomm's broader chip efforts for the future would suffer too in the case of an Arm legal win since the company has been planning to use the custom Nuvia technology to replace the need for Arm's...
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