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this post was submitted on 25 Oct 2024
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Qualcomm has a long history of being a patent license nazi, demanding exorbitant license fees, Arm does not. So I have no doubt which side I believe more in this.
Now that you mention it, this is probably the first time ARM has licensing issue ever.
This isn't the first time ARM has gone to court over licensing. In fact, the last time was against Qualcomm and its fees dealing with its Nuvia.
That's what THIS fight is about. Qualcomm bought Nuvia and in a nutshell they believe that they acquired Nuvia's ARM license with that purchase, now they're starting to sell chip designs that were done by Nuvia using their ARM license. ARM disagrees that Nuvia's license transferred to Qualcomm and so here we are.
The reason ARM is freaking out about this is because ARM sells functional designs and that's what Qualcomm is starting to do with what they bought from Nuvia. Historically ARM has sold designs and Qualcomm sold chips but now ARM wants to start selling chips and Qualcomm wants to start selling designs.
ARM may still be the good guy but they are not what / who they used to be. Softbank, the Japanese owner of ARM, has been losing its ass on tech investments and they want $$$. This is why ARM did their IPO last fall.
Both ARM and Qualcomm now have the same fiscal pressures so they're going to start acting in a similar fashion.
This definitely smells of Qualcomm being cheap. It’s got to be so bad that Arm has finally had enough. Wild.