$Qualcomm(QCOM)$ will become more profitable. $ARM Holdings Ltd(ARM)$ will lose licensing revenue now that Qcom has transfered $NVIDIA Corp(NVDA)$ ’s architechture to its mobile platform. Makes sense that Arm is not happy.
That said, litigating against your biggest customer is never good. It also shows that Arm has little trust in their own ability to outdesign the Nuvia design. Which should be quite concerning to Arm shareholders.[Cool][Cool][Cool]
AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments