TechTechPotato | Arm vs Qualcomm: I'm in the Lawsuit! 🤯 @TechTechPotato | Uploaded December 2022 | Updated October 2024, 11 minutes ago.
It's hard to miss in the tech news, but Arm is suing Qualcomm over Nuvia. Here's a breakdown of the case to date, and some interesting commentary from Patrick Kennedy over at @ServeTheHomeVideo . And yes, I'm mentioned twice in the lawsuit.
[00:00] So What The F is Going On
[00:44] Sponsor: sifive.com
[01:30] Who are Nuvia
[03:40] Qualcomm in the PC Market
[06:50] Getting Performance with Nuvia
[08:32] Arm's Lawsuit and License Types
[11:35] Nuvia's Licenses with Arm
[12:15] The Arguments
[13:25] Qualcomm's Response and Arm Business Model Claims
[15:05] Arm's Business Model, Softbank, IPO, and Issues
[17:08] Why I'm mentioned in the filings
[18:10] Qualcomm's Arguments
[19:10] Vendetta or Money?
[19:50] Is Arm IP Poisoned?
[21:10] Why I think Qualcomm Acquired Nuvia
[23:00] How Long Could This Take to Resolve?
[24:54] Patrick's Perspective
[33:28] A wild @JeffGeerling appears
Dylan's articles:
semianalysis.com/p/is-arm-desperate-qualcomm-claps-back
semianalysis.com/p/arm-changes-business-model-oem-partners
semianalysis.com/p/arms-nuclear-option-qualcomm-must
-----------------------
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Ending music: youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #qualcomm #arm
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Facebook, IBM, Intel, Linode, MediaTek, NordPass, Qualcomm.
It's hard to miss in the tech news, but Arm is suing Qualcomm over Nuvia. Here's a breakdown of the case to date, and some interesting commentary from Patrick Kennedy over at @ServeTheHomeVideo . And yes, I'm mentioned twice in the lawsuit.
[00:00] So What The F is Going On
[00:44] Sponsor: sifive.com
[01:30] Who are Nuvia
[03:40] Qualcomm in the PC Market
[06:50] Getting Performance with Nuvia
[08:32] Arm's Lawsuit and License Types
[11:35] Nuvia's Licenses with Arm
[12:15] The Arguments
[13:25] Qualcomm's Response and Arm Business Model Claims
[15:05] Arm's Business Model, Softbank, IPO, and Issues
[17:08] Why I'm mentioned in the filings
[18:10] Qualcomm's Arguments
[19:10] Vendetta or Money?
[19:50] Is Arm IP Poisoned?
[21:10] Why I think Qualcomm Acquired Nuvia
[23:00] How Long Could This Take to Resolve?
[24:54] Patrick's Perspective
[33:28] A wild @JeffGeerling appears
Dylan's articles:
semianalysis.com/p/is-arm-desperate-qualcomm-claps-back
semianalysis.com/p/arm-changes-business-model-oem-partners
semianalysis.com/p/arms-nuclear-option-qualcomm-must
-----------------------
more-moore.com : Sign up to the More Than Moore Newsletter
patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at twitter.com/IanCutress
Follow TechTechPotato on Twitter at twitter.com/TechTechPotato
If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : geni.us/AmazonUS-TTP
Amazon UK : geni.us/AmazonUK-TTP
Amazon CAN : geni.us/AmazonCAN-TTP
Amazon GER : geni.us/AmazonDE-TTP
Amazon Other : geni.us/TTPAmazonOther
Ending music: youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #qualcomm #arm
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Facebook, IBM, Intel, Linode, MediaTek, NordPass, Qualcomm.
