Arm Disputes Qualcomm's Claim It's Licensing Only to OEMs (Not Chipmakers) After 2024

Fierce Electronics reports on "a complex legal battle in U.S. district court" between Qualcomm and Arm "over licensing of intellectual property with potentially far-reaching impact..."Normally, Arm licenses its architectural designs and related IP to chipmakers such as Nvidia or Qualcomm, which in turn produce chips that are then sold to OEMs that use those chips to make servers and other computers and devices. In an updated Qualcomm counterclaim made public Oct. 26, Qualcomm argues that Arm is no longer going to license its CPU designs after 2024 to Qualcomm and other chip companies under technology license agreements. Instead, Qualcomm asserts, Arm will only license to a broad array of device makers.... Arm has not yet formally responded to Qualcomm's latest counterclaim but told Fierce Electronics via email on Friday that Qualcomm's complaint is "riddled with inaccuracies" that Arm will address in a formal legal response in coming weeks.... [Analyst] Dylan Patel in SemiAnalysis also said the counterclaim shows Arm is not planning to allow external GPUs, NPUs or ISPs in Arm-based SoCs. "It seems that Arm is effectively bundling its other IP with the CPU IP in a take-it-or-leave-it model," Patel said. "That would mean Samsung's licensing deal with AMD for GPU or Mediatek with Imagination GPU is not longer allowed after 2024...." Qualcomm argues Arm is making it clear to the marketplace that "it will act recklessly and opportunistically, threatening the development of new and innovative products as a negotiating tactic, not because it has valid license and trademark claims." Again, Arm has called Qualcomm's complaint "riddled with inaccuracies." Jack Gold, an analyst at J. Gold Associates, tells Fierce Wireless that If Qualcomm's counterclaim is accurate, "this is a troubling step for the industry."If Arm were to get rid of tech licensing as described by Qualcomm, it would give rise to RISC-V use, something Arm "should be worried about," Gold said.... [Analyst] Patel has also questioned if Arm's original lawsuit is more than just about money and might be because Softbank (owner of Arm) and Arm remain angry that Qualcomm, as Patel puts it, worked with regulators to block Nvidia's $40 billion acquisition of Arm. After working for more than a year to seal the deal, Nvidia and SoftBank announced the termination of the proposed deal on Feb. 7, 2022, due to "significant regulatory challenges." Arm was expected to go public within a year, but an IPO has not occurred as of late October.

Read more of this story at Slashdot.