Qualcomm's IP license from Arm Holdings at risk due to negotiation, but still a buy.
From Nasdaq: 2024-10-29 05:40:00
Arm Holdings, a key player in chip design, licenses its IP to clients like Qualcomm. Threatening to revoke Qualcomm’s license, Arm wants a better deal, impacting Qualcomm’s chip designs. Despite the risk, investors could benefit from buying Qualcomm shares at a low valuation. On-device AI development could drive future growth for Qualcomm.
Read more at Nasdaq: This Artificial Intelligence (AI) Semiconductor Stock Could Lose Access to Valuable Intellectual Property. Here’s Why It’s a Buy Anyway.