I don’t understand , why would ARM and Qualcomm do this - this is bad for both

YuFei481 : simple, arm wants more license fee with the nuvia deal by Qualcomm, but Qualcomm refused.

Pollster OP YuFei481 : Of course , but it is a big chunk of their business , would you rather get a reasonable fee , then lose such a big customer

Kokasaurus : not that difficult. Qualcomm violated the license agreement since they bought over Nuvia. there was already a lawsuit ongoing since a long time ago but Qualcomm doesn't care. now they face the consequences

YuFei481 : it's nature for either side get more profit.when arm decided to issue cancellation notices, they must feel very confident to control the bargain power, but at least from current stock market reaction, maybe not,  threating your biggest customer it never been good  when all clients watch this, they must thinking, we need plan b.