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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 146.43

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11:46 AM EST

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To: Art Bechhoefer who wrote (197293)	1/20/2026 1:42:09 PM
From: Jim Mullens	Read Replies (1) of 197484

Art- Re: QCOM blocking IP - Arm- .............................................. At the very least, Qualcomm's power management IP would probably* not be covered under FRAN* >>>>>>>>>>> I asked for specifics, you game me "probably" Q&A from Copilot says nada. >>>>>>>>>>>>>>>> *WHAT QUALCOMM DOES* HAVE OUTSIDE FRAND Qualcomm owns massive non-FRAND IP portfolios in: Modems RF front-end Power management AI accelerators Multimedia (ISP, video codecs) SoC integration Custom CPU microarchitecture (Oryon) But none of these portfolios are required for Arm to build a CPU-only WoA SoC. Arm can build: CPU cores GPU cores System IP Interconnect Reference SoC designs …without touching Qualcomm’s non-FRAND IP. FINAL GRADE ANSWER Qualcomm has enormous IP outside FRAND, but none of the verified sources show that Qualcomm can use that IP to block Arm from building Windows-on-ARM SoCs. The legal victories protect Qualcomm’s right to build Oryon-based chips — they do not** give Qualcomm leverage to stop Arm from licensing its architecture to NVIDIA, AMD, or anyone else.

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