芯片设计巨头ARM和移动芯片巨头高通之间的知识产权争夺战一触即发。据报道,ARM近期已向高通发出60天通知,打算取消允许高通使用ARM核心知识产权设计芯片的"架构许可协议"。这一举措可能将对高通约390亿美元的芯片收入造成重大冲击。
此次争端的缘起是高通在2021年收购芯片公司Nuvia一事。ARM方面指控高通在未获许可的情况下,私自使用了源自Nuvia的ARM架构技术。双方因此在2022年打上法院,ARM要求高通停止相关芯片销售。高通则反诉自身行为合法,预计两家公司将于今年12月在特拉华州法院对簿公堂。
ARM此番发出取消许可协议的最后通牒,被外界视为向高通施加更大压力。一旦协议最终被撤销,高通很可能需要停止销售相当一部分使用ARM架构的产品,否则面临高额索赔。短期内很难找到合适的替代方案,对高通业务将造成重创。不过,鉴于双方在半导体产业链占据极其重要地位,直接"分手"风险同样很高,因此外界普遍预计两家公司最终会在法庭审理前达成和解。目前,高通似乎也在加快推进自研架构芯片步伐,以减少对ARM的依赖。
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