Overview of Overall Markets The recent developments involving Arm Holdings plc $ARM Holdings Ltd(ARM)$  and Qualcomm $Qualcomm(QCOM)$  have sent ripples through the semiconductor and technology sectors, raising questions about supply chains and future collaborations. As the market reacts to this news, investors need to assess the broader implications for both companies and the industry at large, particularly in the mobile and AI technology arenas. Semiconductor Sector: Disruption Ahead The cancellation of Arm's chip design license with Qualcomm is a pivotal moment for the semiconductor industry. Qualcomm's reliance on Arm's intellectua