SoftBank-Backed Arm Threatens To Cancel Qualcomm's Chip Design License Ahead Of Trial In December
SoftBank-Backed Arm Threatens To Cancel Qualcomm's Chip Design License Ahead Of Trial In December
Qualcomm's 2021 acquisition of another Arm licensee and its alleged failure to renegotiate contract conditions are at the heart of the dispute. Qualcomm contends that the operations of the chip-design firm Qualcomm Inc. (NASDAQ:QCOM) has been threatened by Arm Holdings Plc. (NASDAQ:ARM) with cancelation of its chip design license, leaving the San Diego-based semiconductor giant with 60 days notice.
高通公司（納斯達克：QCOM）收到了Arm Holdings Plc.（納斯達克：ARM）威脅，稱將取消其芯片設計許可證，給這家位於聖地亞哥的半導體巨頭60天的通知期。
What Happened: The architectural license agreement allows Qualcomm to make its chips based on Arm's standards. The showdown may potentially threaten the personal computers and the smartphone market, Bloomberg reported, citing a document.
發生了什麼：建築許可協議允許高通基於Arm的標準制造芯片。彭博社援引一份文件報道稱，這場對決可能會潛在威脅到個人電腦和智能手機市場。
Every year, Qualcomm sells hundreds of millions of chips, which are the brains behind most Android smartphones and tablets. The chipmaker may have to stop selling products that generate a large portion of its around $39 billion in sales if the cancelation goes into force, or it may be subject to claims for significant damages, according to the report.
每年，高通銷售數億顆芯片，這些芯片是大多數安卓智能手機和平板電腦的核心。根據報道，如果取消生效，這家芯片製造商可能不得不停止銷售佔其大約390億銷售額的大部分的產品，否則可能會面臨重大損害索賠。
Qualcomm's 2021 acquisition of another Arm licensee and its alleged failure to renegotiate contract conditions are at the heart of the dispute. Qualcomm contends that the operations of the chip-design firm Nuvia, which it acquired, are covered by its current agreement.
高通對另一家Arm許可證持有者的2021年收購及其聲稱未能重新協商合同條件是爭端的核心。高通聲稱，其收購的芯片設計公司Nuvia的運營受到其目前協議的保護。
According to Qualcomm, the SoftBank Group-backed British business was attempting to "strong-arm a longtime partner." It seems to be an attempt to disrupt the legal process, and its claim for termination is completely baseless. "We are confident that Qualcomm's rights under its agreement with Arm will be affirmed," the spokesperson said, according to the report.
根據高通的說法，由SoftBank集團支持的英國業務試圖「恃強凌弱長期合作伙伴」。這似乎是一次試圖擾亂法律程序的嘗試，其終止索賠是完全無根據的。「我們有信心高通在與Arm的協議下的權利將得到確認，」一位發言人根據報道說。
Qualcomm and Arm did not immediately respond to Benzinga's request for comment.
高通和Arm並未立即回應Benzinga的置評請求。
Why It Matters: On Monday, Qualcomm unveiled its latest high-end smartphone SoC, the Snapdragon 8 Elite, which boasts a new Oryon CPU and enhanced AI capabilities.
爲什麼重要：週一，高通公佈了最新的高端智能手機SoC，驍龍8 Elite，它擁有一款新的Oryon cpu芯片-雲計算和增強的人工智能功能。
Qualcomm's Snapdragon 8 Gen 4 shipments are expected to rise 50% in late 2024, driving significant revenue and profit growth. Analyst notes Qualcomm poised for gains from AI smartphone growth and rising SoC prices, despite Apple Inc.'s 5G chip efforts.
預計到2024年底，高通驍龍8 Gen 4的出貨量將增長50%，帶動營業收入和利潤大幅增長。分析師指出，儘管蘋果公司正在努力開發5g概念芯片，但高通有望從人工智能智能手機增長和SoC價格上漲中獲利。
In early October, Honeywell International Inc. expanded its collaboration with Qualcomm to create new AI-enabled solutions for the energy sector.
今年十月初，霍尼韋爾國際公司與高通擴大合作，共同爲能源領域創建新的人工智能解決方案。
Price Action: On Tuesday, Qualcomm's shares ended the day up 2.47% at $173.18. After-hours trading saw a modest uptick in the stock, which was 0.0058%. Qualcomm's shares have surged 23.50% so far this year.
價格走勢：週二，高通的股價收盤上漲2.47%，報173.18美元。盤後交易中，股價略有上漲，漲幅爲0.0058%。今年迄今爲止，高通的股價已上漲23.50%。
Arm Holdings PLC, on the other hand, closed the trading day up 0.15% at $152.58. However, the price fell 0.12% during after-hours trade. Arm has increased by 121.39% so far this year, according to data from Benzinga Pro.
另一方面，Arm控股PLC收盤上漲0.15%，報152.58美元。然而，盤後交易中股價下跌0.12%。根據Benzinga Pro的數據，Arm今年迄今已增長121.39%。
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圖片來自shutterstock
譯文內容由第三人軟體翻譯。
