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
Two of the globe's largest chip manufacturers will clash in court this week due to a disagreement over intellectual property.
由于知识产权方面的分歧,全球最大的两家芯片制造商本周将在法庭上发生冲突。
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.
发生了什么:彭博社报道,Arm Holdings plc(纳斯达克股票代码:ARM)与高通公司(纳斯达克股票代码:QCOM)的法律争端于12月16日星期一在特拉华州的联邦陪审团面前开始。
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.
回想一下高通在2021年以14亿美元收购芯片初创公司NUVIA的交易。就在两年前,Arm向NUVIA授予了许可——高通最终继承了这些资产。
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.
总部位于英国、由软银集团持有多数股权的Arm声称,Nuvia的交易需要重新谈判。它还希望高通销毁交易完成后收到的某些芯片设计。
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.
高通在法庭文件中坚称与Arm有自己的许可协议。声明中写道:“高通的许可和支付的知识产权与NUVIA根据自己与ArM的单独协议许可的知识产权相同。”
ETFs To Watch
值得关注的ETF
As per Benzinga Pro, chip ETFs closed in the green Monday:
根据Benzinga Pro的说法,芯片ETF周一以绿色收盘:
- 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%
- VanEck 半导体ETF(纳斯达克股票代码:SMH)上涨0.56%
- 景顺PHLX半导体ETF(纳斯达克股票代码:SOXQ)上涨0.49%
- 哥伦比亚半导体与科技股份(纽约证券交易所代码:SEMI)上涨2.75%
- Direxion Daily Semiconductor Bull 3X 股票ETF(纽约证券交易所代码:SOXL)上涨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.
为何重要:该案——Arm诉高通案,22-cv-01146,美国特拉华特区(威尔明顿)地方法院——很可能会让两位首席执行官——Arm的雷内·哈斯和高通的克里斯蒂亚诺·阿蒙出庭作证。
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.
这不是涉及这些公司的并购协议首次引发法律挑战。早在2020年,英伟达就试图以400亿美元的价格收购Arm,这使总部位于圣地亚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,当联邦贸易委员会起诉英伟达阻止合并时,监管机构取消了这笔交易。Arm还面临来自英国当局的巨大监管压力。
Fast-forward to today, and Arm is now trying to flex its muscles by pulling Qualcomm's license — worth an estimated $1.5 billion.
快进到今天,Arm现在正试图通过取消高通的牌照来展示自己的力量,估计价值15亿美元。
And Qualcomm is not known to give up easily. Recall its past licensing tussle with Apple, settled in April 2019.
众所周知,高通不会轻易放弃。回想一下它过去与苹果的许可争端,该争端于2019年4月结束。
What's Next: Analysts predict the companies will eventually settle, probably with Qualcomm paying more to access Arm's tech.
下一步是什么:分析师预测,两家公司最终将达成和解,高通可能会为获得Arm的技术支付更多费用。
The proceedings are anticipated to conclude by Friday, Dec. 20.
诉讼预计将于12月20日星期五结束。
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,有问题的芯片为大多数主流设备提供动力,法律纠纷可能会对科技行业产生广泛的影响。
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