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Arm, Qualcomm Face Off In Court: What To Expect From Silicon Soap Opera

Arm, Qualcomm Face Off In Court: What To Expect From Silicon Soap Opera

Arm與高通在法庭上對峙:硅基肥皂劇的期待
Benzinga ·  06:54

Two of the globe's largest chip manufacturers will clash in court this week due to a disagreement over intellectual property.

本週,兩家全球最大的芯片製造商將在法庭上對峙,原因是對於知識產權的分歧。

What Happened: Arm Holdings plc's (NASDAQ:ARM) legal spat with Qualcomm Inc. (NASDAQ:QCOM) commenced Monday, Dec. 16, before a federal jury in Delaware, Bloomberg reported.

事件經過:根據彭博社的報道,Arm Holdings plc(納斯達克:ARM)與高通公司(納斯達克:QCOM)的法律糾紛於12月16日星期一在特拉華州的聯邦陪審團面前開始。

Recall Qualcomm's $1.4 billion acquisition of NUVIA, a chip startup, in 2021. Just two years earlier, Arm granted licenses to NUVIA — assets Qualcomm eventually inherited.

回顧一下高通在2021年以14億美金收購芯片初創公司NUVIA的交易。就在兩年前,Arm曾向NUVIA授予許可——這些資產最終被高通繼承。

Arm, headquartered in the U.K. and majority-owned by SoftBank Group, claims the Nuvia deal requires renegotiation. It also wants Qualcomm to destroy certain chip designs it received once the deal closed.

總部位於英國、主要由軟銀集團控股的Arm聲稱NUVIA交易需要重新談判。它還希望高通在交易完成後銷燬某些收到的芯片設計。

Qualcomm, in court documents, insists it has its own license agreements with Arm. "Qualcomm has licensed and paid for the same intellectual property that NUVIA licensed under its own separate agreements with ARM," the statement reads.

高通在法庭文件中堅持認爲,它與Arm有自己的許可協議。"高通已按照其與Arm的單獨協議,獲得並支付了與NUVIA獲得的相同知識產權的許可,"聲明中寫道。

ETFs To Watch

值得關注的ETF

As per Benzinga Pro, chip ETFs closed in the green Monday:

根據Benzinga Pro的數據,週一芯片ETF收盤上漲:

  • VanEck Semiconductor ETF (NASDAQ:SMH) was up 0.56%
  • Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) was up 0.49%
  • Columbia Semiconductor and Technology ET (NYSE:SEMI) was up 2.75%
  • Direxion Daily Semiconductor Bull 3X Shares ETF (NYSE:SOXL) was up 5.88%
  • 半導體指數ETF-VanEck(納斯達克:SMH)上漲了0.56%
  • 景順半導體ETF(納斯達克:SOXQ)上漲了0.49%
  • 哥倫比亞半導體和科技ETF(紐交所:SEMI)上漲了2.75%
  • 3倍做多半導體ETF-Direxion(紐交所:SOXL)上漲了5.88%

Why It Matters: The case — Arm v. Qualcomm, 22-cv-01146, US District Court, District of Delaware (Wilmington) — will likely see both CEOs, Arm's Rene Haas and Qualcomm's Cristiano Amon, take the stand.

重要性:這起案件——Arm訴高通,22-cv-01146,美國特拉華州地區法院(威明頓)——可能會看到兩位首席執行官,Arm的Rene Haas和高通的Cristiano Amon,出庭作證。

This isn't the first time an M&A agreement involving these companies sparked legal challenges. Back in 2020, Nvidia attempted to buy Arm for $40 billion, which threw San Diego-based Qualcomm and other tech companies into a panic.

這不是第一次涉及這些公司的併購協議引發法律挑戰。早在2020年,英偉達試圖以400億買下Arm,這讓位於聖地亞哥的高通和其他科技公司陷入恐慌。

Regulators sank the deal in 2022 when the Federal Trade Commission sued Nvidia to block the merger. Arm also faced substantial regulatory pressure from British authorities.

2022年,監管機構駁回了這筆交易,因爲聯邦貿易委員會起訴英偉達阻止合併。Arm還受到英國當局的重大監管壓力。

Fast-forward to today, and Arm is now trying to flex its muscles by pulling Qualcomm's license — worth an estimated $1.5 billion.

時至今日,Arm正試圖通過撤銷高通的許可證來展現實力——該許可證價值約15億。

And Qualcomm is not known to give up easily. Recall its past licensing tussle with Apple, settled in April 2019.

而高通並不以輕易放棄而聞名。回想一下與蘋果的過去許可爭執,在2019年4月達成和解。

What's Next: Analysts predict the companies will eventually settle, probably with Qualcomm paying more to access Arm's tech.

接下來:分析人士預測這些公司最終會達成和解,可能是高通支付更多費用以獲取Arm的技術。

The proceedings are anticipated to conclude by Friday, Dec. 20.

預計訴訟程序將在12月20日(星期五)結束。

It's worth noting that the chips in question power most mainstream devices, and the legal dispute could have wide-ranging repercussions on the tech industry.

值得注意的是,涉及的芯片爲大多數主流設備供電,法律爭端可能對科技行業產生廣泛影響。

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Photo: Shutterstock

Photo: shutterstock

譯文內容由第三人軟體翻譯。


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