[HN Gopher] Qualcomm RISCs, Arm Pulls: The Legal Battle for the ...
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       Qualcomm RISCs, Arm Pulls: The Legal Battle for the Future of
       Client Computing
        
       Author : chmaynard
       Score  : 43 points
       Date   : 2024-11-16 03:06 UTC (19 hours ago)
        
 (HTM) web link (thechipletter.substack.com)
 (TXT) w3m dump (thechipletter.substack.com)
        
       | ksec wrote:
       | I doubt HN is interested in reading this. Especially half of the
       | post are materials against Qualcomm.
        
         | bunnie wrote:
         | I found it useful, so I'm glad I found it here.
        
         | vkazanov wrote:
         | This is a great article explaining the reasoning of both sides
         | of the battle.
         | 
         | And it is a very important turning point: riscv getting
         | traction, desktop and mobile arms everywhere, x86 crisis in
         | general.
        
         | aleph_minus_one wrote:
         | > I doubt HN is interested in reading this. Especially half of
         | the post are materials against Qualcomm.
         | 
         | Considering Qualcomm's business practices of the past, I would
         | rather consider the material against Qualcomm to be beloved by
         | a significant fraction of the HN readers. :-)
        
           | ksec wrote:
           | You would expect that. Except 99% of comments on the subject
           | has been practically speaking "ARM is dead". ARM shouldn't
           | sue Qualcomm.
        
             | aleph_minus_one wrote:
             | Of course it seems that this hardball behaviour from ARM is
             | likely a bad idea concerning its long-term business
             | perspective, but I guess there is a significant group of
             | people on HN which wouldn't be too sad about that because
             | they hope this way RISC-V (which they love) becomes more
             | widely used.
        
               | snvzz wrote:
               | This is not wrong.
               | 
               | If it helps RISC-V, it really is for the greater good.
        
         | kjs3 wrote:
         | Speak for yourself. If 'HN' doesn't want to read it, that's
         | what downvoting is for.
         | 
         | What makes Qualcomm somehow sacrosanct and immune from analysis
         | or critique?
        
           | ksec wrote:
           | >What makes Qualcomm somehow sacrosanct and immune from
           | analysis or critique?
           | 
           | None of what was written is new. And it is not Qualcomm is
           | immune to analysis. It is the other way around. Any evidence
           | that benefits ARM and harm Qualcomm in this case has been
           | completely ignored on HN.
        
             | aspenmayer wrote:
             | > Any evidence that benefits ARM and harm Qualcomm in this
             | case has been completely ignored on HN.
             | 
             | This feels like beating around the bush.
             | 
             | Can you give examples or citations of "evidence that
             | benefits ARM and harm[s] Qualcomm," so that we on HN may
             | avoid completely ignoring it? Otherwise it feels like we're
             | doomed to tilt at windmills in your view, but we have no
             | way of knowing how to disabuse ourselves of notions you
             | only vaguely gesture at.
        
       | hiatus wrote:
       | Only half of this article is free, the other is paid.
        
       | mrandish wrote:
       | So the ARM v. Qualcomm litigation and the business moves
       | preceding it seem to basically be hardball license contract
       | negotiation via lawsuit. Qualcomm is by far ARM's largest
       | customer and the ARM license is fundamental to Qualcomm's CPUs.
       | Neither can really afford to live without the other but for both,
       | significant business and strategic value is tied to getting more
       | per core (ARM) or paying less per core (Qualcomm).
       | 
       | I suspect that eventually they'll end up settling with each other
       | once the court case gets to a point that narrows the probable
       | range of the outcome (thus creating the approximate upper and
       | lower boundaries to negotiate within).
        
         | klelatti wrote:
         | I think I would rather characterise it as hardball action by
         | Qualcomm that got an expected response from Arm. The fact that
         | Qualcomm told everyone except Arm in advance of the Nuvia deal
         | is a tell.
         | 
         | I think settlement is unlikely - we are two years into the
         | lawsuit. Arm really doesn't want Oryon cores dominating - I
         | think independent of price - and Qualcomm probably feels it has
         | little to lose.
         | 
         | (I'm the author of this post)
        
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