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FollowingQualcomm returns to Delaware court: A game that could determine billions of dollars in royalties payments
Arm again appeared in a Delaware court on Monday. The outcome of the lawsuit will determine whether one of Arm's largest customers can stop paying huge royalties for up to five years.
Qualcomm accused Arm of violating contract, withholding necessary chip testing tools and leaking a threat to terminate a key license in 2024. Qualcomm said the behavior damaged its prospects of negotiating potential chip deals with Meta Platforms. Arm denies default and argues Qualcomm failed to prove the actual loss.
This dispute comes at a sensitive moment in the AI chip industry. Currently, Arm, AMD, Broadcom and Qualcomm are all accelerating their forays into data centers, personal computers and custom chips.
Qualcomm seeks fee waivers for up to five years
The biggest financial focus of the case is on Qualcomm's proposed remedies. Qualcomm wants the right to suspend royalty payments to Arm for up to five years. Given the centrality of Arm's licensing model in Qualcomm's processor business, this potentially involves billions of dollars.
The court is considering whether this remedy should be retained, making the case far more important than ordinary contract disputes. As Qualcomm's business expands from smartphones into personal computers and data center computing, and as the broader AI infrastructure boom creates new opportunities for processor and network companies, the risk exposure in cases is expanding.
Nuvia与Meta成为争端核心
双方关系的恶化始于2021年Qualcomm以14亿美元收购CPU初创公司Nuvia。Nuvia此前在其自身的Arm架构许可证下开发了定制处理器技术。Arm随后主张，Qualcomm不能简单地通过收购转移这些权利，并于2022年提起诉讼。
尽管2024年特拉华州陪审团驳回了Arm的核心主张，但争议仍通过上诉和新提出的合同指控持续存在。
当前案件还涉及Meta。Qualcomm声称，Arm泄露了其许可证终止的威胁，当时Qualcomm正与Meta就潜在的芯片交易进行谈判，从而破坏了这些会谈。Arm否认了这一指控，并反诉Qualcomm披露了涉及反垄断调查的机密信息。
此案为何影响芯片股表现
判决结果的影响不仅限于损害赔偿。任何改变特许权使用费义务或未来Arm设计访问权限的裁决，都可能改变Qualcomm在AI和数据中心领域扩张的经济模型，同时也将影响Arm的授权模式。
在与英伟达（Nvidia）、AMD及其他半导体公司的广泛芯片板块上涨行情中，这一前景显得尤为重要。
