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Citi: Legal disputes with Qualcomm (QCOM.US) do not hinder long-term growth; reiterates "Buy" rating on Arm (ARM.US).
Citigroup stated that Arm's long-term growth potential is underestimated by the market, especially in the fields of AI and Semiconductors capital expenditure. Although facing legal disputes and macroeconomic uncertainties in the short term, its technological advantages and market demand will drive long-term stock performance.
Express News | Lantronix Introduces Open-Q 8550CS SOM Powered By Qualcomm QCS8550 For Edge AI Workloads
Following the chips and AI, the USA may consider launching a national strategy for Siasun Robot&Automation.
① USA companies urge the government to launch a Siasun Robot&Automation national strategy to promote the development of the smart robot Industry and drive the development of next-generation robots in Global competition; ② The USA Association for Advanced Automation recommends that the government adopt tax incentive measures, provide federal funding, and establish a new federal robotics office to expand production capacity and promote the application of AI.
Qualcomm is reportedly suing Arm secretly in the United States, Europe, and South Korea, claiming unfair business practices.
① Qualcomm has filed a lawsuit against Arm with the regulators in the EU, USA, and South Korea, accusing Arm of unfair business practices; ② Arm has denied this accusation, stating that Qualcomm's actions are intended to divert public and governmental attention and exploit regulatory pressure for its own gain; ③ Previously, Qualcomm had a legal dispute with Arm in Delaware, USA, and pointed out that Arm is seeking personal profits by using monopolistic market tactics.
Is QUALCOMM Inc. (QCOM) the Best Semiconductor Stock to Buy According to Billionaires?
Express News | Arm Holdings Shares Are Trading Lower Following a Report Suggesting That Qualcomm Launched an Antitrust Campaign Against the Company
SleeplessAtCrazyCity : arm laptop is much better than Intel and last quite long.