However, the outcome of this case could have a wide-ranging impact on Intellectual Property (IP) licensing and mergers and acquisitions in the broader tech industry.
The following is a preview of the Arm vs Qualcomm civil trial that will be held in the U.S. District court in Wilmington, Delaware starting December 16, 2024. Tirias Research is in the courthouse and will be reporting on and analyzing the proceedings with regular updates throughout the week.
It appears to be an all-or-nothing battle by both parties. Arm wishes to prevent Qualcomm from using the Nuvia technology and selling its latest chips and Qualcomm seeks to leverage its existing ALA agreement and to continue its aggressive market expansion leveraging Nuvia technology and expertise. Ironically, there are no specifics about actual damages and the value of those damages from all of the public disclosures.
- With the ISA published and available to anyone, what aspects of the architecture does an architecture license cover?As indicated above, the outcome of this trial not only has material implications for the participants, but it could also set a precedent for IP licensing, mergers and acquisitions, and potentially contract law with regard to the tech industry. In addition, it will have an impact on the entire electronics ecosystem, especially each party’s supply chains and customer bases.
A favorable Arm judgement could also have an impact on the way technology is developed. The Arm architecture is used in more CPU designs and by more companies than any other architecture. Much of the innovation around the Arm architecture has come from startups. However, startups often seek to be acquired by larger, more established companies that can take their technology to the next level.
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