Qualcomm

A jury in the US District Court for Delaware found that ARM breached obligations under the Architecture License Agreement (ALA) toward Qualcomm and unlawfully interfered with Qualcomm’s business with Meta, but awarded Qualcomm only symbolic damages of $1 each. At the same time, the jury decided that ARM did not breach TLA obligations for standard designs. The question of a contractual penalty remains open: Qualcomm is seeking relief from license payments for 2023–2027, which could save billions, and a judge must rule on additional claims. » Mere på heise.de

A jury found that Arm breached its architecture license with Qualcomm and willfully acted against Qualcomm’s business; damages were set symbolically at one dollar per claim. The key question about a possible five-year period without license payments and about payments for the new v10 architecture now rests with Judge Maryellen Noreika. Arm disputes the enforceability of the clause and has appealed an earlier ruling; financially Arm is more strained than Qualcomm. Qualcomm’s stock reacted slightly positively and is looking ahead to the quarterly results on November 4. » Mere på deraktionaer.de

Qualcomm CEO Cristiano Amon expects that locally running AI agents, which operate apps autonomously and understand user context, will give users an incentive to switch devices. AI companies, he says, are calling to have models with at least 100 billion parameters run permanently on smartphones by 2028; current premium chips support models with over 30 billion parameters. Amon emphasizes the privacy advantages of local AI, but also sees competitive pressure from the speed of the agents and cites high memory prices as a burden for the stagnating smartphone industry. » Mere på golem.de