半导体龙头公司高通(QCOM)周一夜盘股价大跌5.02%,引发市场广泛关注。据报道,高通的长期合作伙伴 ARM Holdings Ltd(ARM)已就其2022年违约行为向高通提起诉讼,并计划收回对高通芯片的授权许可。
知情人士透露,ARM声称高通在2022年涉嫌违反双方合同条款,导致ARM不得不采取法律行动维护自身权益。如果败诉,高通将面临ARM切断其芯片授权,令其芯片业务雪上加霜。
作为全球领先的芯片IP供应商,ARM掌握着关键芯片技术专利。多年来高通一直高度依赖ARM的技术授权生产旗舰手机和5G基带芯片。一旦失去ARM芯片授权,高通产品力必将受到沉重打击,这无疑是高通面临的最严重威胁之一。
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