Arm and Qualcomm's Legal Battle Puts AI Laptop Launches at Risk

A two-year dispute over chip designs could disrupt shipments of new AI-powered PCs, affecting major tech companies.

Arm Holdings and Qualcomm are embroiled in a legal dispute over chip design licenses from Nuvia, acquired by Qualcomm in 2021.
The conflict threatens to halt the shipment of new AI-powered laptops from Microsoft, Asus, Acer, and others.
Microsoft aims to capture 5% of the market with its new AI laptops, expecting to sell 1-2 million units by year-end.
Qualcomm's exclusive chip supply deal for laptops expires this year, opening the market to competitors like Nvidia and AMD.
Analysts predict a potential settlement before the trial in December, despite the ongoing litigation.