After the U.S. post-market trading closed, according to Bloomberg information, in the escalating conflict between ARM and Qualcomm (QCOM), ARM is likely to cancel the chip design license for Qualcomm. Qualcomm's refusal to pay additional fees for the ARM contract previously acquired is believed to be the underlying cause, and recently, the announcement of the introduction of their proprietary architecture Orion has apparently angered ARM.is expected.
According to the information, ARM has sent Qualcomm a 60-day termination notice, which if not resolved, could impact Qualcomm chips used in the majority of Android smartphones after the 60-day period. Reacting to this information, Qualcomm's U.S. evening trading has been at a 5.6% decline to $163.49, and ARM is down 0.7% (as of 10:37 Japan time).
Regarding US semiconductor stocks, although it is unlikely to have a significant impact, it is negative as an opaque material. In particular, the impact of the cancellation of the ARM contract is significant, leading to a reassessment of dependence on ARM. By the way, Apple...

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