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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wolf who wrote (184707)	2/13/2024 8:55:44 AM
From: sbfm	Read Replies (1) \| Respond to of 196486

"If the rumors are to be believed, the purported exclusivity deal between Qualcomm and Microsoft seems to be nearing its end sometime this year, meaning that Qualcomm will no longer hold the exclusive right of producing Arm-based chips for Windows on Arm, opening a myriad of possibilities for how the market will look like." I'm not doubting the author's conclusions; but, I can't easily find anything solid about the terms of the Q/MSFT nearing its end. (I found the announcement of the 2016 deal, but didn't locate the length of the agreement.) This is from a 2021 article by the same author: "One thing I wasn't able to learn is when the deal will expire, only that it's the thing holding back other chip vendors from competing in the space." Can anyone else here help on that point?

To: Bill Wolf who wrote (184707)	2/13/2024 11:00:11 AM
From: Jim Mullens	7 Recommendations Recommended By GR8FORM Greg13605 JeffreyHF Jon Koplik Lance Bredvold and 2 more members Read Replies (1) \| Respond to of 196486

Bill, re: QCOM and MSFT Win on Arm deal expiring soon................................. A Bing search reveals The same outfit (TechSpot) reported the same warning in 2021. Microsoft reportedly has an exclusivity deal with Qualcomm for Windows on Arm PCs But it's ending soon By Cohen Coberly November 23, 2021 Microsoft reportedly has an exclusivity deal with Qualcomm for Windows on Arm PCs \| TechSpot Snip>>>> According to a new report from XDA Developers, Microsoft does have an exclusivity deal with Qualcomm. The site says this is the primary reason competitors like Samsung and MediaTek have been unable to integrate their SoCs into Windows on Arm laptops and foldables. There's a silver lining for those companies, though: apparently, Qualcomm's jackpot of a deal is set to expire "soon." Neither we nor XDA have a specific end date, unfortunately. It's unclear whether the site's sources were unable or unwilling to provide one. However, competition is most certainly on the way – assuming those sources' definition of 'soon' isn't "several years,"