陪审团裁定 Arm 违反与高通的架构许可协议，高通报复性反诉首胜但 v10 关键法官审理仍待定

Qualcomm ( QCOM ) said on Tuesday it is pleased the jury in its lawsuit against Arm Holdings ( ARM ) found Arm violated its license agreement with the San Diego-based chipmaker. “We are gratified that the jury found Arm breached its long-standing Architectural License Agreement with Qualcomm, failed to honor its commitments, and intentionally acted to disrupt Qualcomm's businesses," a Qualcomm spokesperson said. "Together with Qualcomm's prior court victory, this outcome further exposes Arm’s broader intentions to harm Qualcomm and its ecosystem. This outcome is a victory for innovation and competition, and we remain focused on developing and delivering industry-leading semiconductor products including our Oryon CPUs to customers and consumers worldwide.” Qualcomm shares rose 2.5% on Tuesday while Arm fell 2.2% following the jury's decision. Arm did not respond to a request for comment from Seeking Alpha. Earlier on Tuesday, a source familiar with the matter told SeekingAlpha that the lawsuit was likely to be decided this week. The jury portion of the case was decided, while the bench portion of the lawsuit (which is partially focused on the Arm v10 license) is set to be decided within a few weeks, the source added. The case has seen testimony from several experts, including Arm CEO Rene Haas and Qualcomm CEO Cristiano Amon. Qualcomm's lawyers asked the jury to find whether Arm breached its licensing agreements with Qualcomm by withholding certain software patches and tools. The jury also weighed in on the matter of if Arm violated an agreement that would see Qualcomm pay a price within 10% of the lowest price for Arm's semiconductor designs. The lawyers also asked the jury to determine whether Arm intentionally tried to kill a deal with Meta ( META ) by leaking a letter to Bloomberg in 2024 alleging that Qualcomm was allegedly in breach of a certain license agreement. U.S. District Judge Maryellen Noreika presided over the case, which was held in a Wilmington, Del. Federal court. Judge Noreika preceded over the same lawsuit in 2024. That case saw Arm unable to convince a jury that Qualcomm had violated its licensing agreement. Arm initially sued Qualcomm in 2022, stating that the San Diego-based chipmaker had violated its agreement.