[HN Gopher] Qualcomm wins licensing fight with Arm over chip des...
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       Qualcomm wins licensing fight with Arm over chip designs
        
       Author : my123
       Score  : 196 points
       Date   : 2024-12-20 21:28 UTC (20 hours ago)
        
 (HTM) web link (www.bloomberg.com)
 (TXT) w3m dump (www.bloomberg.com)
        
       | hu3 wrote:
       | https://archive.is/2uHTU
        
       | jasoneckert wrote:
       | Does the fact that the "jurors weren't able to agree on whether
       | Nuvia breached the license" mean that the legal fight isn't over?
       | 
       | Or is that question irrelevant in light of the other findings,
       | and the legal fight is actually over, with Qualcomm as the clear
       | winner?
        
         | phire wrote:
         | I suspect it's mostly irrelevant.
         | 
         | ARM should be able to re-file the lawsuit and get financial
         | damages out of Nuvia, which Qualcomm will need to pay. But I
         | doubt the damages will be high enough to bother Qualcomm. I
         | don't think ARM will even bother.
         | 
         | As far as I could tell, this was never about money for ARM. It
         | was about control over their licensees and the products they
         | developed. Control which they could turn into money later.
        
           | eigenform wrote:
           | It always seemed like [from ARM's point of view]: "oh, you're
           | going to sell way more parts doing laptop SoCs with the
           | license instead of servers... if we'd known that before, we
           | would've negotiated a different license where we get a bigger
           | cut"
        
             | hashtag-til wrote:
             | That's the model when you're in the IP business - nothing
             | new here.
             | 
             | This is what you use to fund the next generation of said
             | IP. There is no magic.
        
               | hajile wrote:
               | The whole ALA essentially boils down to "you pay us
               | because other companies made our ISA popular".
               | 
               | This is why companies are pushing toward RISC-V so hard.
               | If ARM's ISA were open, then ARM would have to compete
               | with lots of other companies to create the best core
               | implementations possible or disappear.
        
               | sangnoir wrote:
               | Well, I suppose the magic is in crossing your t's and
               | dotting your i's when drafting legal contracts pertaining
               | to said IP. Arm failed to do that.
        
             | refulgentis wrote:
             | I'm not sure why it seemed that way to you, server market
             | >> consumer laptops (c.f. $INTL).
        
               | eigenform wrote:
               | In the context of ARM machines, it's [historically] been
               | the case that most of the devices are not servers
               | (although that's slowly changing nowadays, which is nice
               | to see!!)
        
               | adrian_b wrote:
               | The server market for Arm-based computers remains
               | negligible.
               | 
               | The number of servers with Arm-based CPUs is growing
               | fast, but they are not sold on the free market, they are
               | produced internally by the big cloud operators.
               | 
               | Only Ampere Computing sells a few Arm-based CPUs, but
               | they have fewer and fewer customers (i.e. mainly Oracle),
               | after almost every big cloud operator has launched their
               | own server CPUs.
               | 
               | So for anyone hoping to enter the market of Arm-based
               | server CPUs the chances of success are extremely small,
               | no matter how good their designs may be.
        
             | adrian_b wrote:
             | Arm had already done that.
             | 
             | The Nuvia ALA (architecture license agreement) specified
             | much higher royalties, i.e. a much bigger cut for Arm, than
             | the Qualcomm ALA.
             | 
             | The official reason for the conflict is that Qualcomm says
             | that the Qualcomm ALA is applicable for anything made by
             | Qualcomm, while Arm says that for any Qualcomm product that
             | includes a trace of something designed at the former Nuvia
             | company the Nuvia ALA must be applied.
             | 
             | The real reason of the conflict is that Qualcomm is
             | replacing the CPU cores designed by Arm with CPU cores
             | designed by the former Nuvia team in all their products.
             | Had this not happened, Arm would have received a much
             | greater revenue as a result of Nuvia being bought by
             | Qualcomm, even when applying the Qualcomm ALA.
        
           | jauntywundrkind wrote:
           | Seemed like ARM was desperate to let Apple and Apple alone
           | make decent CPUs in something besides servers. Having an ok
           | core on mobile or desktop was unacceptable.
        
       | tiahura wrote:
       | My understanding was that the central issue was whether the Nuvia
       | "modify" license "transferred" to Qualcomm. If so, wouldn't that
       | be a legal issue to be resolved by MSJ? Why was this tried to a
       | jury?
        
         | phire wrote:
         | Qualcomm already had a "modify" licence, back from when they
         | were doing their own custom ARM cores.
         | 
         | So the actual central issue was if Qualcomm had the right to
         | transfer the technology developed under the Nuvia architecture
         | license to the Qualcomm architecture license.
        
           | fidotron wrote:
           | To be precise, it now appears the dispute has moved as to
           | whether Nuvia had the right to transfer things to Qualcomm.
           | 
           | It strikes me as a surprising diversion to this, and I wonder
           | how prepared for this outcome the respective teams were.
        
             | phire wrote:
             | My memory is that before the lawsuit, Qualcomm were using
             | both arguments, "we have the right to transfer the licence,
             | and even if we didn't, we have our own license".
             | 
             | The first argument was always the weaker argument, the
             | license explicitly banned licence transfers between
             | companies without explicit prior permission. Qualcomm were
             | arguing that the fact they already had a licence counted as
             | prior permission.
             | 
             | But ARM bypassed that argument by just terminating the
             | Nuvia licence, and by the time of the lawsuit qualcomm was
             | down to the second argument. Which was good, it was the
             | much stronger argument.
        
               | bonzini wrote:
               | But is it even a second company (and thus a license
               | transfer) if Qualcomm bought Nuvia?
        
               | monocasa wrote:
               | It could be. Rumor is Intel (or AMD in the same
               | situation) would lose the cross licensed parts of their
               | x86 license if they were acquired.
        
               | philistine wrote:
               | Wonderful, another albatross over the head of the x64
               | architecture.
        
               | fc417fc802 wrote:
               | I was wondering about that too. If I understand
               | correctly, the Arm license includes a clause stipulating
               | that it is invalidated if the company is acquired unless
               | Arm grants permission.
        
               | pests wrote:
               | It makes sense. You wouldn't want to license something to
               | a startup only for your competitor to buy them out from
               | under you to get an advantage / bypassing talking to you
               | directly.
        
           | jauntywundrkind wrote:
           | I keep hearing these kinds of claims but...
           | 
           | Qualcomm for years has sworn they didn't transfer the
           | existing Nuvia tech. It's the Nuvia team, and a from scratch
           | implementation. Qualcomm was saying pretty strongly they
           | didn't allow any direct Nuvia IP to be imported and to
           | pollute the new design.
           | 
           | They saw this argument coming from day 1 & worked to avoid
           | it.
           | 
           | But everytime this case comes up, folks immediately revert to
           | the ARM position that it's Nuvia IP being transfered. This
           | alone is taking ARMs side, and seems not to resemble what
           | Qualcomm tried to do.
        
             | camel-cdr wrote:
             | What did Qualcomm get from buying Nuvia it wouldn't have
             | gotten from just hiring all Nuvia employees?
             | 
             | Edit: I guess it wouldn't be that simple to do
        
               | pests wrote:
               | Acquihire's are very common. You can negotiate who is
               | coming with you (or force getting the entire team and not
               | just the A players), agreed to pay raises during the
               | transfer, stock or other important roles, etc. Less
               | unsettling for the employees too, having to go through
               | the interview pipeline like a walk-in would.
               | 
               | Sometimes its the entire goal. Leave a company to fill a
               | need it can't solve itself with the plan to get bought
               | back in later.
               | 
               | Times have changed tho so who knows.
        
             | monocasa wrote:
             | I thought that the gen 1 oryon cores were using Nuvia
             | source, but the gen 2 cores were from scratch
             | implementation.
        
       | mewse-hn wrote:
       | Haven't read deeply into this particular dispute but Arm suing
       | their own customers doesn't seem good for business. Especially
       | since they lost.
        
         | williamDafoe wrote:
         | A lot of companies with great IPR have very terrible
         | management, now ARM has joined that club! Pay their license
         | fees religiously for almost 30 years and they turn around and
         | sue you, GEEZ!
        
           | walterbell wrote:
           | Softbank likely played a role in Arm's change of business
           | model, away from IP licensing towards selling complete
           | complete chips.
        
       | LeFantome wrote:
       | Wow, this has been settled already? I mean, I am sure ARM will
       | appeal.
       | 
       | ARM did massive damage to their ecosystem for nothing. There will
       | for sure be consequences of suing your largest customer.
       | 
       | Lots of people that would have defaulted to licensing designed
       | off ARM for whatever chips they have planned will now be
       | considering RISC-V instead. ARM just accelerated the timeline for
       | their biggest future competitor. Genius.
        
         | bhouston wrote:
         | RISC-V is not anywhere near competitive to ARM at the level
         | that Qualcomm operates.
         | 
         | I've written about that here:
         | https://benhouston3d.com/blog/risc-v-in-2024-is-slow
        
           | 3eb7988a1663 wrote:
           | Not everyone is trying to make a chip for a phone. There are
           | plenty of low compute applications which just need
           | _something_.
        
             | refulgentis wrote:
             | Correct.
             | 
             | Also correct: RISC-V is not anywhere near competitive to
             | ARM at the level that Qualcomm operates.
        
           | boredatoms wrote:
           | RISCV is an instruction set, but you compare ASICs
           | 
           | If qualcomm changes instruction decoding over you'll likely
           | see a dramatic difference
        
           | fidotron wrote:
           | Your otherwise on point piece contains the common
           | misconception that ARM began in embedded systems. When they
           | started they had a full computer system that had very
           | competitive CPU performance for the time:
           | https://en.m.wikipedia.org/wiki/Acorn_Archimedes
           | 
           | They pivoted to embedded shortly after spinning off into a
           | separate company.
        
             | MissTake wrote:
             | Not to be pedantic, but...
             | 
             | Acorn Computers started off much earlier (I owned an Acorn
             | Atom when it was released) which begat the Electron, then
             | the BBC Micro and then the Archimedes.
             | 
             | At that time ARM was just an architecture owned by Acorn.
             | They created it with VSLI technology (Acorn's Silicon
             | partner) and used the first RISC chip in the BBC Micro
             | before then pivoting it to the Archimedes.
             | 
             | Whilst Acorn itself was initially purchased by Olivetti,
             | who eventually sold what remained years later to Morgan
             | Stanley.
             | 
             | The ARM division was spun off as "Advanced RISC Machines"
             | in a deal with both Apple, and VSLI Technology after
             | Olivetti came onto the scene.
             | 
             | It is this company that we now know as Arm Holdings.
             | 
             | So it's not entirely accurate to claim "they had a full
             | computer system" as that was Acorn Computers, PLC.
        
               | fidotron wrote:
               | Actually one of the first ARM spin off products was the
               | 250 for Acorn, which was an entire Acorn computer system
               | on a a chip.
               | 
               | Some of the other details you have are wrong too, to the
               | point your comment is really quite misleading.
               | 
               | Anyone wanting an accurate version should check
               | wikipedia:
               | https://en.m.wikipedia.org/wiki/Acorn_Computers
               | 
               | (To be blunt the above comment is like a very bad LLM
               | summary of the Acorn article).
        
           | 6SixTy wrote:
           | How is Geekbench any good at comparing RISC-V to ARM?
           | Geekbench isn't a native RISC-V application, let alone has
           | the wherewithal to correctly report any basic information
           | like frequency or core count. You haven't even prefaced these
           | either, and drew conclusions from them.
           | 
           | Also, actually searching the chip in question is impossible.
        
             | phire wrote:
             | There are preview builds of Geekbench that are native
             | RISC-V.
        
               | 6SixTy wrote:
               | Doesn't mean that it is compiled with Vector support or
               | optimizations, which is going to artificially make the
               | results worse.
        
               | refulgentis wrote:
               | Neutral party here, well not so neutral, I up voted you,
               | it's a reasonable question at first blush: however here,
               | you're doubling down with another comment that very
               | clearly indicates you didn't read the link provided
               | 
               | I highly recommend it, most incisive RISC-V article I've
               | read.
        
               | snvzz wrote:
               | Your reply does not address the parent.
               | 
               | Geekbench does indeed not support the Vector extension,
               | and thus yields very poor results on RISC-V.
        
               | refulgentis wrote:
               | You reply does not address the great great great
               | grandparent.
               | 
               | RISC-V does indeed not have pipeline reordering.
               | 
               | The Geekbench score thing is a strawman invented to
               | distract from that, no one has mentioned Geekbench except
               | the people arguing it doesn't matter. Everyone agrees, it
               | doesn't matter. So why pound the table about it?
        
           | crote wrote:
           | It would be more accurate to say that there haven't been any
           | RISC-V designs for Qualcomm's market segment _yet_.
           | 
           | As far as I am aware, there is nothing about the RISC-V
           | architecture which inherently prevents it from ever being
           | competitive with ARM. The people designing their own cores
           | just haven't bothered to do so yet.
           | 
           | RISC-V isn't competitive in 2024, but that doesn't mean that
           | it still won't be competitive in 2030 or 2035. If you were
           | starting a project today at a company like Amazon or Google
           | to develop a fully custom core, would you really stick with
           | ARM - knowing what they tried to do with Qualcomm?
        
             | hashtag-til wrote:
             | But then there is the software ecosystem issue.
             | 
             | Having a competitive CPU is 1% of the job. Then you need To
             | have a competitive SoC (oh and not infringe IP), so that
             | you can build the software ecosystem, which is the hard
             | bit.
        
               | Krastan wrote:
               | We've seen compatibility layers between x86 and arm. Am I
               | correct in thinking that a compatibility layer between
               | riscV and arm would be easier/more performant since
               | they're both risc architectures?
        
               | BirAdam wrote:
               | There are already compatibility layers for x86 on RISC-V.
               | They're not quite as good, but progress is being made.
               | 
               | Edit, link: https://box86.org/2024/08/box64-and-risc-v-
               | in-2024/
        
               | bluGill wrote:
               | Not an issue because exceyt for a few windows or apple
               | machines everthing arm is compiled and odds are they have
               | the source. Give our ee a good risc-v and a couple years
               | latter we will have our stuff rebult for that cpu
        
               | threeseed wrote:
               | The whole reason ARM transition worked is that you had
               | millions of developers with MacBooks who because of
               | Rosetta were able to seamlessly run both x86 and ARM code
               | at the same time.
               | 
               | This meant that you had (a) strong demand for ARM
               | apps/libraries, (b) large pool of testers, (c) developers
               | able to port their code without needing additional
               | hardware, (d) developers able to seamlessly test their
               | x86/ARM code side by side.
               | 
               | RISC-V will have none of this.
        
               | bluGill wrote:
               | Embedded is far larger than pcs and dosn't needthat
               | phones too are larger an already you recompile as needed.
        
               | philistine wrote:
               | Apple is the only company that has managed a single CPU
               | transition successfully. That they actually did it three
               | times is incredible.
               | 
               | I think people are blind to the amount of pre-emptive
               | work a transition like that requires. Sure, Linux and
               | FreeBSD support a bunch of architectures, but are they
               | really all free of bugs due to the architecture? You
               | can't convince me that choosing an esoteric, lightly used
               | arch like Big Endian PowerPC won't come with bugs related
               | to that you'll have to deal with. And then you need to
               | figure out who's responsible for the code, and whether or
               | not they have the hardware to test it on.
               | 
               | It happened to me; small project I put on my ARM-based
               | AWS server, and it was not working even though it was
               | compiled for the architecture.
        
               | Twirrim wrote:
               | > But then there is the software ecosystem issue.
               | 
               | We still have problems with software not being optimised
               | for Arm these days, which is just astounding given the
               | prevalence on mobile devices, let alone the market share
               | represented by Apple. Even Golang is still lacking a
               | whole bunch of optimisations that are present in x86, and
               | Google has their own Arm based chips.
               | 
               | Compilers pull off miracles, but a lot of optimisations
               | are going to take direct experience and dedicated work.
        
               | dlcarrier wrote:
               | Considering how often ARM processors are used to run an
               | application on top of a framework over an interpreted
               | language inside a VM, all to display what amounts to
               | kilobytes of text and megabytes of images, using hundreds
               | of megabytes of RAM and billions of operations per
               | second, I'm surprised anyone even bothers optimizing
               | anything, anymore.
        
               | neonsunset wrote:
               | > Even Golang
               | 
               | Golang's compiler is weak compared to the competition.
               | It's probably not a good demonstration of most ISAs
               | really.
        
               | snvzz wrote:
               | RISC-V is rapidly growing the strongest ecosystem.
               | 
               | The new (but tier1 like x86-64) Debian port is doing
               | alright[0]. It'll soon pass ppc64 and close up to arm64.
               | 
               | 0. https://buildd.debian.org/stats/graph-week-big.png
        
             | dmitrygr wrote:
             | > As far as I am aware, there is nothing about the RISC-V
             | architecture which inherently prevents it from ever being
             | competitive with ARM
             | 
             | Lack of reg+shifted reg addressing mode and or things like
             | BFI/UBFX/TBZ
             | 
             | The perpetual promise of magic fusion inside the cores has
             | not played out. No core exists to my knowledge that fuses
             | more than two instructions at a time. Most of those take
             | more than two to make. Thus no core exists that could fuse
             | them.
        
               | Arnavion wrote:
               | Zba extension (mandatory in RVA23 profile) provides
               | `sh{1,2,3}add rd, rs1, rs2` ie `rd = rs1 << {1,2,3} +
               | rs2`, so a fusion with a subsequent load from `rd` would
               | only require fusing two instructions.
        
               | dmitrygr wrote:
               | And which cores currently support it? And unless the
               | answer is "all", it will not be used. Feature detection
               | works for well-isolated high-performance kernels using
               | things like AVX. No one's going to do feature detection
               | for load/store instructions. Which means that all your
               | binaries will be compiled to the lowest common
               | denominator
        
               | Arnavion wrote:
               | As I said, it's mandatory in RVA23 profile. In fact it
               | has been mandatory since RVA22 profile. A bunch of cores
               | appear to support RVA22.
               | 
               | Whether prebuilt distribution binaries support it or not,
               | I can't tell. Simple glance at Debian and Fedora wiki
               | pages doesn't reveal what profile they target, and I CBA
               | to boot an image in qemu to check. In the worst case they
               | target only GC so they won't have Zba. Source
               | distributions like Gentoo would not have a problem.
               | 
               | In any case, talking about the current level of extension
               | support is moving the goalposts. You countered "there is
               | nothing about the RISC-V architecture which inherently
               | prevents it from ever being competitive with ARM" with
               | "Lack of reg+shifted reg addressing mode", which is an
               | argument about ISA, not implementation.
        
               | camel-cdr wrote:
               | ubuntu announced they want to suppory RVA23 in their next
               | LTS 25.04 IIRC. That doesn't really make sense, unless we
               | get new hardware with RVA23 support till then.
        
               | hcook95 wrote:
               | Isn't there next LTS 26.04?
        
               | camel-cdr wrote:
               | Yeah you are right, I looked it up again:
               | 
               | 25.10 -> RVA23
               | 
               | 26.04 (LTS) -> RVA23
               | 
               | from: https://www.youtube.com/watch?v=oBmNRr1fdak
        
               | rwmj wrote:
               | The reality is everyone is targeting RV64GC, until we get
               | cheap and widely available RVA23 boards. At some point
               | after that, everyone will switch.
        
               | mshockwave wrote:
               | Zb extension is in both RVA22 and RVA23 profiles, meaning
               | application cores (targeting consumer devices like
               | smartphones) designed in the past few years almost
               | certainly have shXadd instructions in order to be
               | compatible with the mainstream software ecosystem
        
               | dmitrygr wrote:
               | > meaning application cores (targeting consumer devices
               | like smartphones
               | 
               | where are they?
        
               | camel-cdr wrote:
               | You are aware that hardware takes time to build, tapeout
               | and productise?
               | 
               | On the open-source front, I can right now download a
               | RVA23 supporting RISC-V implementation, simulate the RTL
               | and have it out perform my current Zen1 desktop per cycle
               | in scalar code:
               | https://news.ycombinator.com/item?id=41331786 (see the
               | XiangShanV3 numbers)
        
               | fidotron wrote:
               | RISC-V has existed for over a decade and in that time no
               | one has got close to building a competitive non
               | microcontroller level CPU with it.
               | 
               | How long is this supposed to take?
               | 
               | How long until it is accepted that RISC-V looks like a
               | semiconductor nerd snipe of epic proportion designed to
               | divert energy away from anything that might actually
               | work? If it was not designed for this it is definitely
               | what it has achieved.
        
               | justahuman74 wrote:
               | RVA23 will become the only thing anyone targets
        
               | dmitrygr wrote:
               | In the year of the Linux desktop, with Wayland and IPv6
               | for all. /s
        
               | dmitrygr wrote:
               | I think you're missing a point here. The fact that this
               | was not part of the initial design speaks volumes, since
               | it is entirely obvious to anybody who has ever designed
               | an ISA or looked at assembly of modern binaries. Look at
               | aarch64 for an example an ISA designed for actual use.
        
             | inkyoto wrote:
             | > RISC-V isn't competitive in 2024, but that doesn't mean
             | that it still won't be competitive in 2030 or 2035.
             | 
             | We can't know and won't for up to until 2030 or 2035.
             | Humans are just not very good when it comes projecting the
             | future (if predictions of 1950-60's were correct, I would
             | be typing this up from my cozy cosmic dwelling on a Jovian
             | or a Saturnian moon after all).
             | 
             | History has had numerous examples when better ISA and CPU
             | designs have lost out to a combination or mysteries and
             | other compounding factors that are usually attributed to
             | <<market forces>> (whatever that means to whomever). The
             | 1980-90's were the heydays of some of the most brilliant
             | ISA designs and nearly everyone was confident that a design
             | X or Y would become dominant, or the next best thing, or
             | anywhere in between. Yet, we were left with a x86 monopoly
             | for several decades that has only recently turned into a
             | duopoly because of the arrival of ARM into the mainstream
             | and through a completely unexpected vector: the advent of
             | smartphones. It was not the turn than anyone expected.
             | 
             | And since innovations tend to be _product_ oriented, it is
             | not possible to even design, leave alone build, a product
             | with something does not exist yet. Breaking a new ground in
             | the CPU design requires an involvement of a large number of
             | driving and very un-mysterious (so to speak) forces,
             | exorbitant investment (from the product design and
             | manufacturing perspectives) that are available to the
             | largest incumbents only. And even that is not guaranteed as
             | we have seen it with the Itanium architecture.
             | 
             | So unless the incumbents commit and follow through, it is
             | not likely (at least not obvious) that RISC-V will enter
             | the mainstream and will rather remain a niche (albeit a
             | viable one). Within the realms of possibility it can be
             | assessed as <<maybe>> at this very moment.
        
               | K0balt wrote:
               | A lot of the arguments I'm seeing ignore the factor that
               | China sees ARM as a potential threat to it's economic
               | security and is leaning hard into risc-v. it's silly to
               | ignore the largest manufacturing base for computing
               | devices when talking about the future of computing
               | devices.
               | 
               | I would bet on china making risc-v the default solution
               | for entry level and cost sensitive commodity devices
               | within the next couple of years. It's already happening
               | in the embedded space.
               | 
               | The row with Qualcomm only validates the rationale for
               | fast iterating companies to lean into riscv if they want
               | to meaningfully own any of their processor IP.
               | 
               | The fact that the best ARM cores aren't actually designed
               | by ARM, but arm claims them as its IP is really enough to
               | understand that migrating to riscv is eventually going to
               | be on the table as a way to maximize shareholder value.
        
           | nine_k wrote:
           | But for many other customers, who might need something like
           | an A0 core, it's a strong signal to consider RISC-V instead.
        
           | hajile wrote:
           | Your statement that "RISC-V in 2024 is slow" gets followed by
           | a crazy sequitur that this will continue to be the case for a
           | long time.
           | 
           | Ventana announced their second-gen Veyron 2 core at the
           | beginning of this year and they are releasing a 192-core 4nm
           | chip using it in 2025. They claim Veyron 2 is an 8-wide
           | decoder with a uop cache allowing up to 15-wide issue and a
           | 512-bit vector unit too. In raw numbers, they claim SpecInt
           | per chip is significantly higher than an EPYC 9754 (Zen4)
           | with the same TDP.
           | 
           | We can argue about what things will look like after it
           | launches, but it certainly crushes the idea that RISC-V isn't
           | going to be competing with ARM any time soon.
        
             | bhouston wrote:
             | In my article I only say that it is currently slow and that
             | there are various initiatives to make it fast and I am
             | hopeful for the future.
        
           | snvzz wrote:
           | If you're talking physical chips you can buy off the shelf,
           | sure.
           | 
           | But if you're talking IP, which would be what matters for the
           | argument being made (core IP to use on new design), here's
           | where we at (thanks to camel-cdr- on reddit[0]):
           | 
           | (rule of thumb SPEC2006*10 = SPEC2017)
           | 
           | SiFive P870-D: >18 SpecINT2006/GHz, >2 SpecINT2017/GHz
           | 
           | Akeana 5300: 25 SpecINT2006/GHz @ 3GHz
           | 
           | Tenstorrent Ascalon: >18 SpecINT2006/GHz, IIRC they mentioned
           | targeting 18-20 at a high frequency
           | 
           | Some references for comparing:
           | 
           | Apple M1: 21.7 SpecINT2006/GHz, 2.33 SpecINT2017/GHz
           | 
           | Apple M4: 2.6 SpecINT2017/GHz
           | 
           | Zen5 9950x: 1.8 SpecINT2017/GHz
           | 
           | Current license-able RISC-V IP is certainly not slow.
           | 
           | 0. https://www.reddit.com/r/hardware/comments/1gpssxy/x8664_p
           | at...
        
       | maximusdrex wrote:
       | What a disaster for ARM. Qualcomm building out new chips
       | targeting the pc market should have been a victory lap for ARM,
       | not the source of a legal battle with their largest customer. Now
       | potential customers might be a little more wary of ARMs licensing
       | practices compared to the free RISC-V ISA.
        
         | wyldfire wrote:
         | > Now potential customers might be a little more wary of ARMs
         | licensing practices compared to the free RISC-V ISA.
         | 
         | This is unbelievably understated. If I were Qualcomm, I would
         | put parts of the Nuvia team's expertise to work designing
         | RISC-V applications cores for their various SoC markets.
        
           | Havoc wrote:
           | If you bet the farm on hardware but the software ecosystem
           | isn't there yet, then you sell no hardware and sink the
           | company.
           | 
           | Software ecosystem either takes lots of time (see ARM) or you
           | need to be in a position to force it (Apple & M chips).
           | 
           | RISC-V is still a long way off from consumer (or server)
           | prime time
        
       | jasoneckert wrote:
       | By the end of Day 3, it seemed quite clear that Qualcomm's legal
       | team and position was far ahead of ARM's. I feel the following
       | snippet sums up the whole week:
       | 
       | "Qualcomm's counsel turned Arm's Piano analogy on its head. Arm
       | compared its ISA to a Piano Keyboard design during the opening
       | statement and used it throughout the trial. It claimed that no
       | matter how big or small the Piano is, the keyboard design remains
       | the same and is covered by its license. Qualcomm's counsel
       | extended that analogy to show how ridiculous it would be to say
       | that because you designed the keyboard, you own all the pianos in
       | the world. Suggesting that is what Arm is trying to do."
       | 
       | Source: https://www.tantraanalyst.com/ta/qualcomm-vs-arm-trial-
       | day-3...
        
         | ksec wrote:
         | Wholeheartedly agree. I understand where ARM is coming from,
         | but my god the legal team from both parties were night and day
         | apart. And from evidences ARM isn't even asking for a lot more
         | money. They are likely fighting this from principle, but their
         | explanation were weak, very weak. ( They were even worst then
         | Apple during the Apple vs Qualcomm case )
         | 
         | I thought the whole thing Qualcomm was way more professional.
         | ARM's case was that what they think was written in the
         | contract, what they "should" have written in contract and what
         | Qualcomm shows clearly contradict.
         | 
         | It is more of a lesson for ARM to learn. And now the damage has
         | been done. This also makes me think who was pushing this
         | lawsuit. Softbank ?
         | 
         | I also gained more respect to Qualcomm. After what they showed
         | Apple vs Qualcomm's case and here.
         | 
         | Side Note: ARM's Design has caught on. The Cortex X5 is close
         | to Apple's Design. We should have news about X6 soon.
        
           | fc417fc802 wrote:
           | > ARM isn't even asking for a lot more money
           | 
           | I thought the entire point of this was that Arm was trying to
           | prevent Qualcomm from switching away from products that fall
           | under the TLA. Isn't revenue from TLA fees a huge difference
           | from that of ALA fees?
        
             | adrian_b wrote:
             | Yes, that is correct.
        
         | fc417fc802 wrote:
         | This is really confusing me. Is Arm seriously claiming that all
         | design work that makes use of their ISA is derivative work? I
         | feel like I have to be misunderstanding something.
         | 
         | Wouldn't that be similar to the Google v Oracle Java API case
         | except the claim would be even stronger - that all programs
         | making use of the Java API were derivative works of the Java
         | API and thus subject to licensing arrangements with Oracle?
         | 
         | Or similarly, a hypothetical claim by Intel that a compiler
         | such as LLVM is derivative work of the x86 ISA.
         | 
         | That can't possibly be right. What have I misunderstood about
         | this situation?
        
           | mattmaroon wrote:
           | Well they did lose the case. Whatever they were contending
           | was clearly incorrect.
        
             | fc417fc802 wrote:
             | Bloomberg article indicates the jury is still out on the
             | question of whether or not Nuvia breached the license. They
             | only agreed that Qualcomm's own ALA covers use of the tech
             | in the event that they happen to possess it.
             | 
             | In other words, Nuvia failing to destroy the designs might
             | or might not have been a breach of contract. At least if I
             | understand all of this correctly. But I feel like I must be
             | missing some key details.
        
           | ggerules wrote:
           | Actually Sun v Microsoft in the late 90s.
        
           | eigenform wrote:
           | Yeah, I did a double-take when I read that too - but that
           | _does_ seem to be the case. From a different article [^1]:
           | 
           | > "Throughout expert testimony, Arm has been asserting that
           | all Arm-compliant CPUs are derivatives of the Arm instruction
           | set architecture (ISA)."
           | 
           | > "Arm countered with an examination of the similarities in
           | the register-transfer language (RTL) code, which is used in
           | the design of integrated circuits, of the latest Qualcomm
           | Snapdragon Elite processors, the pre-acquisition Nuvia
           | Phoenix processor, and the Arm ISA (commonly referred to as
           | the Arm Arm)."
           | 
           | Were they trying to argue that the RTL is too similar to the
           | pseudocode in the ARM ARM or something?? That is absolutely
           | crazy. (Of course, [when we have a license agreement and] you
           | publish a public specification for the interface, I am going
           | to use it to implement the interface. What do you expect me
           | to do, implement the ARM ISA without looking at the spec?)
           | 
           | edit: Wow, I guess this really is what they were arguing??
           | Look at the points from Gerard's testimony [^2]. That is
           | absolutely crazy.
           | 
           | [^1]: https://www.forbes.com/sites/tiriasresearch/2024/12/19/
           | arm-s...
           | 
           | [^2]: https://www.tantraanalyst.com/ta/qualcomm-vs-arm-trial-
           | day-2...
        
             | fc417fc802 wrote:
             | I would assume (but don't actually know) that compiler
             | authors make extensive use of the (publicly available) ARM
             | as well. But claiming that any associated llvm backends are
             | a derivative work seems absurd to me.
             | 
             | I really feel like I must have misunderstood something
             | here.
        
           | wmf wrote:
           | _Is Arm seriously claiming that all design work that makes
           | use of their ISA is derivative work?_
           | 
           | I assume Arm has some patents on the ISA [1] and the only way
           | to get a license to them is to sign something that
           | effectively says all your work exists at Arm's sufferance.
           | After that we're just negotiating the price.
           | 
           | [1] You and I hate this but it's probably valid in the US.
        
             | phire wrote:
             | Qualcomm already had a license for ARMs patents. An older
             | licence with much better terms.
        
               | adrian_b wrote:
               | ARM has unilaterally cancelled both the Nuvia
               | architecture license agreement (ALA) and the Qualcomm
               | ALA.
               | 
               | Because all Arm ALAs are secret, we do not know if Arm
               | has any right to do such a unilateral cancellation.
               | 
               | It is likely that the ALAs cannot be cancelled without a
               | good reason, like breech of contract, so the cancellation
               | of the Qualcomm ALA must be invalid now, after the trial.
               | 
               | The conflict between Arm and Qualcomm has started because
               | the Qualcomm ALA, which Qualcomm says that it is
               | applicable for any Qualcomm products, specifies much
               | lower royalties than the Nuvia ALA.
               | 
               | This is absolutely normal, because Qualcomm sells a huge
               | number of CPUs for which it has to pay royalties, while
               | Nuvia would have sold a negligible number of CPUs, if
               | any.
               | 
               | Arm receives a much greater revenue based on the Qualcomm
               | ALA than what they would have received from Nuvia.
               | 
               | Therefore the real reason of the conflict is that
               | Qualcomm has stopped using CPU cores designed by Arm, so
               | Arm no longer receives any royalty from Qualcomm from
               | licensing cores, and those royalties would have been
               | higher than the royalties specified by the ALA for
               | Qualcomm-designed cores.
               | 
               | When Arm has given an architectural license to Nuvia,
               | they did not expect that the cores designed by Nuvia
               | could compete with Arm-designed cores. Nuvia being bought
               | by Quacomm has changed that, and Arm attempts now to
               | crush any competition for its own cores.
        
           | bitwize wrote:
           | > Or similarly, a hypothetical claim by Intel that a compiler
           | such as LLVM is derivative work of the x86 ISA.
           | 
           | Intel has been lenient toward compiler implementers, but
           | their stance is that emulation of x86 instructions still
           | under patent (e.g., later SSE, AVX512) is infringing if not
           | done under a license agreement. This has had negative
           | implications for, for example, Microsoft's x86 emulation on
           | ARM Windows devices.
           | 
           | (I'm guessing Apple probably did the right thing and ponied
           | up the license fees.)
        
         | ksec wrote:
         | And here is an update from [1] Reuter
         | 
         |  _" I don't think either side had a clear victory or would have
         | had a clear victory if this case is tried again," Noreika told
         | the parties."_
         | 
         |  _After more than nine hours of deliberations over two days,
         | the eight-person jury could not reach a unanimous verdict on
         | the question of whether startup Nuvia breached the terms of its
         | license with Arm._
         | 
         | [1] https://www.reuters.com/legal/us-jury-deadlocked-arm-
         | trial-a...
        
         | Tuna-Fish wrote:
         | My personal first hint was when ARM, the plaintiff in a
         | contract case, demanded a jury trial.
         | 
         | When your contracts are airtight, you usually want a bench
         | trial. Then the defendant demands a jury.
        
       | dismalaf wrote:
       | Nuvia never even had a finished product. Not sure what ARM thinks
       | their losses are considering Qualcomm already had an
       | architectural license...
       | 
       | ARM is (edit) figuratively blowing up their ecosystem for no
       | reason; now everyone will be racing to develop RISC-V just to cut
       | out ARM...
        
         | HKH2 wrote:
         | > ARM is literally blowing up their ecosystem for no reason
         | 
         | With explosives?
        
       | 2809 wrote:
       | This went exactly as expected. ARM had no leg to stand on going
       | in.
        
         | kernal wrote:
         | Arm will appeal. Regardless, Arm will tighten the screws on
         | Qualcomm in their next round of licensing negotiations.
        
           | hajile wrote:
           | This lawsuit scared away any future startups from using ARM
           | technology if they want the option to be acquired. This in
           | turn means that all the awesome new chip IP is going to be
           | designed for some other ISA and that's almost certainly
           | RISC-V.
           | 
           | Meanwhile, Qualcomm's ALA expires in 2033. They will almost
           | certainly have launched RISC-V chips by then specifically
           | because they know their royalties will be going WAY up if
           | they don't make the switch.
        
             | Hilift wrote:
             | ARM has been a shambles for years since acquisition by
             | Softbank in 2016. The China subsidiary went rogue and had
             | to be dealt with at a time when they were considering an
             | IPO. This has Oracle Java like lessons learned waiting to
             | be written, sprinkled with Intel-like market position
             | squandered. Or even the methane producing pig farmer in
             | underworld in Mad Max Beyond Thunderdome.
        
       | williamDafoe wrote:
       | As I said on another forum yesterday, Qualcomm almost always wins
       | its legal battles - when they lose its not because they are wrong
       | but usually only because their lawyers screwed up (Broadcom
       | lawsuit of ~2012). It's kind of a Boy Scout Company in a legal
       | sense and they are very careful. They retrained some of their
       | best engineers as lawyers to help them succeed in court battles
       | ...
        
         | hashtag-til wrote:
         | Retrain engineers as lawyers is clever. Better than repurpose
         | them as subpar managers.
        
           | kevvok wrote:
           | Oh don't worry, they have plenty of those too
        
         | justahuman74 wrote:
         | How does one sign up for this retraining program?
        
       | williamDafoe wrote:
       | This lawsuit will cast a cloud of darkness on any startup company
       | that wants to build a new arm chip design! What a terribly stupid
       | thing for ARM to do - they have basically pointed a gun at their
       | own head and pulled the trigger!
        
       | walterbell wrote:
       | For details beyond Bloomberg's three paragraph summary:
       | 
       | https://www.tantraanalyst.com/ta/qualcomm-vs-arm-trial-day-1...
       | 
       |  _> Arm's opening statement.. presented with a soft, almost
       | victim-like demeanor. Qualcomm's statement was more assertive and
       | included many strong facts (e.g., Arm internal communications
       | saying Qualcomm has "Bombproof" ALA). Testimonials were quite
       | informative and revealed many interesting facts, some rumored and
       | others unknown (e.g. Arm considered a fully vertically integrated
       | approach)._
       | 
       | https://www.tantraanalyst.com/ta/qualcomm-vs-arm-trial-day-2...
       | 
       |  _> The most important discussion was whether processor design
       | and RTL are a derivative of Arm's technology.. This assertion of
       | derivative seems an overreach and should put a chill down the
       | spine of every Arm customer, especially the ones that have ALA,
       | which include NXP, Infineon, TI, ST Micro, Microchip, Broadcom,
       | Nvidia, MediaTek, Qualcomm, Apple, and Marvell. No matter how
       | much they innovate in processor design and architecture, it can
       | all be deemed Arm's derivative and, hence, its technology._
       | 
       | https://www.tantraanalyst.com/ta/qualcomm-vs-arm-trial-day-3...
       | 
       | https://www.tantraanalyst.com/ta/qualcomm-vs-arm-trial-day-4...
        
       | buckle8017 wrote:
       | Well yes Qualcomm is the CIA of course they won.
        
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       (page generated 2024-12-21 18:02 UTC)