TAIPEI : A two-year legal battle pitting two tech titans threatens to disrupt an emerging wave of new personal computers powered by artificial intelligence, tech industry executives and experts say.
FILE PHOTO: ARM CEO Rene Haas makes a speech at COMPUTEX forum in Taipei, Taiwan June 3, 2024. REUTERS/Ann Wang/File Photo
Rough projections suggest Microsoft expects to take roughly 5 per cent of the market with the Arm-based laptops by the end of the year, selling about 1 million to 2 million units. "It's definitely a real risk," said Doug O'Laughlin, the founder of chip financial analysis firm Fabricated Knowledge."The more successful , the more fees Arm can get eventually."
Arm said the current design planned for Microsoft's Copilot+ laptops is a direct technical descendant of Nuvia's chip and since the product is now destined for laptops, it should be coupled with a separate royalty rate. "Arm's complaint ignores the fact that Qualcomm has broad, well-established license rights covering its custom-designed CPUs, and we are confident those rights will be affirmed," Ann Chaplin, Qualcomm's general counsel, said in a statement.On top of this legal dispute is another level of complexity because the exclusive deal to supply laptop builders with its chips expires this year, opening up the market to Qualcomm's competitors.
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