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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 3:59 PM EST
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To: Art Bechhoefer who wrote (196073)10/16/2025 2:14:30 PM
From: QCOM_HYPE_TRAIN4 Recommendations

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> But now that Arm seems to be entering into competition with Qualcomm's Snapdragon Elite processors and modems, where did ARM suddenly get that capability? Could ARM have used some Qualcomm hardware and software designs that it obtained under discovery for a previous legal action against Qualcomm?

To be clear Arm is YEARS away from having a Mobile SoC available. The first chips they're building are Neoverse Data Center CPUs for Meta.

Data center CPUs are "easier" to build because all the data center folks want is CPU Cores, Lots of I/O Connectivity, and some power constraints.Arm doe sn't need to put on an NPU or a GPU onto the SoC, just lots of cores and lots of I/O PCIE lanes.

Regardless, they do have their Mali GPU and NPU. On the NPU side, I don't know of a single SoC that uses it. There may have been some release of interconnects, and extremely low level things about how these parts of the SoC communicate with a CPU. But if Arm used any of that we would probably find out.

Regarding Modem, they have no IP I guess they would ask QC for a thin modem, or get one from Samsung, or Mediatek if they enter the Mobile SoC world.

>Qualcomm, in its current legal action against ARM, has an opportunity to do exactly what ARM did: subpoena chip designs and accompanying software to determine whether ARM used QCOM IP unlawfully.

I think the crown jewels of what QC after is TLA and ALA agreements with other companies.

>Did ARM, or its principal shareholder Masayoshi Son have access to Qualcomm IP (either from ARM or possibly from Intel) that would lead to competing chips and related components?

I think the Nuvia RTL that they got access to was under attorney's eyes only and an expert witness. I don't believe it got transferred at all to Arm itself, but I could be wrong. I don't think they could use or derive anything from it -- but in reality, if they did see it they could "come up with it themselves".
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