Analyst Ming-Chi Kuo Post On X, "I believe the likelihood of ARM canceling Qualcomm's license is extremely low. Such a move would be mutually destructive, with no winners. This dispute is likely to end in some form of settlement."
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Analyst Ming-Chi Kuo suggests that the likelihood of ARM canceling Qualcomm's license is very low, as it would be mutually destructive. A settlement is expected in the ongoing dispute.
October 23, 2024 | 5:57 pm
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Analyst Ming-Chi Kuo believes ARM is unlikely to cancel Qualcomm's license, suggesting a settlement is more probable in their dispute.
The analyst's view reduces uncertainty around Qualcomm's licensing with ARM, which is crucial for its business. A settlement would avoid potential disruptions, positively impacting Qualcomm's stock.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90