Overview

• Reuters reports that Qualcomm’s latest PC and phone chips adopt Arm v9 to better handle on‑device AI tasks such as chatbots and image generation.
• The shift is likely to lift Arm’s revenue because the company charges higher royalties for newer architecture generations.
• Qualcomm declined to confirm the architecture, stating it chooses the instructions that add value for customers through its in‑house CPU design team.
• The adoption brings Qualcomm in line with competitors, as MediaTek has confirmed v9 use and many analysts believe Apple relies on it as well.
• The legal clash between Qualcomm and Arm remains unresolved, though analysts say the step is notable after last year’s threatened license cancellation and is positive for Arm.