Arm Strikes at Qualcomm in a Landmark Lawsuit



Published
Arm is suing Qualcomm over its acquisition of Nuvia and Qualcomm's plans to use Nuvia's designs across its portfolio. I extract some of the most pertinent parts from the complaint and explain why this is such a big deal in the industry. Note this is my perspective, not legal advice.

STH Main Site Article: https://www.servethehome.com/arm-sues-qualcomm-over-nuvia-ip-misappropriation-and-trademark-infringement/
STH Top 5 Weekly Newsletter: https://eepurl.com/dryM09

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Timestamps
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00:00 Introduction and Background
02:40 What is Arm and what do they do?
05:44 What is Qualcomm's business with Arm?
06:28 Qualcomm Centriq 2400 Failed
07:11 Qualcomm relies on Arm designs
09:17 What is Nuvia?
12:34 Why Qualcomm Spent $1.4B for Nuvia
13:54 What is Nuvia's IP?
14:39 Arm asserts it has a contractual right via change-in-control of Nuvia
16:29 A fun tech industry story on CiC
17:28 Arm Terminated Nuvia's license
18:26 Walking through the Arm and likely Qualcomm Positions
19:35 Industry Impact
21:21 Wrap-up

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Other STH Content Mentioned in this Video
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- AMD, Arm, and Intel in the 2022-2023 Data Center: https://youtu.be/avxg-XRmk8A
- Ampere Server CPUs: https://youtu.be/jESiMLQVNf4
- Qualcomm Centriq 2400 Launch: https://www.servethehome.com/qualcomm-centriq-2400-officially-launched/
- Gigabyte Qualcomm Centriq 2400 Server: https://www.servethehome.com/gigabyte-h221-q20-qualcomm-centriq-2400-platform/
- Analyzing key Centriq 2400 headwinds: https://www.servethehome.com/analyzing-key-qualcomm-centriq-2400-market-headwinds/
- Qualcomm Centriq 2400 Presentation: https://www.servethehome.com/new-qualcomm-centriq-2400-details-48-cores-60mb-l3-cache-2ghz/
- Qualcomm Centriq 2400 at Hot Chips 29: https://www.servethehome.com/qualcomm-centriq-2400-arm-cpu-hot-chips-29/
- Centriq 2400 running Windows Server 2016 on Arm: https://www.servethehome.com/here-is-the-demo-of-qualcomm-centriq-running-windows-sever-2016/
- An Arm Opportunity with CSPs: https://www.servethehome.com/an-arm-opportunity-with-cloud-service-providers/
- Latest Nuvia funding round: https://www.servethehome.com/nuvia-gets-a-refreshed-funding-round/
Category
Management
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