Who Really Wins In the Legal Battle Between ARM & Qualcomm? Maybe Not Who You Think

Arm Holding (ARM) and Qualcomm (QCOM) are in the midst of a legal battle over Qualcomm's use of Arm licenses for design of the Snapdragon X Elite laptop chips. Meanwhile, software design leader Cadence Design Systems' (CDNS) stated that they are expanding their relationship with Arm. What does all this mean? Is Qualcomm in trouble? Is Arm being silly? And who ultimately wins from an investment perspective? Chip Stock Investor breaks down where these three companies fit within the semiconductor supply chain.

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Chapters:
00:00 Cadence Design Systems and Arm Holdings
00:41 Understanding Semiconductor Supply Chain
02:50 Key Points and Focus Areas
03:27 Cadence and Arm Partnership
06:12 Arm vs. Qualcomm Legal Battle
07:47 Qualcomm's Diversification Efforts
10:57 Arm's Licensing Models and Motivations
19:03 Potential Impacts and Future Outlook

Nick and Kasey own shares of Cadence Design Systems and Qualcomm


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