A Delaware jury ruled that Arm breached its chip architecture license agreement with Qualcomm, causing Arm's stock to fall 5%. AMD shares also dropped 5%, while Taiwan Semiconductor's shares declined 2%. The verdict threatens Arm's core business model, which relies on licensing fees and royalties from chip designs. A second related ruling on Arm's latest chip architecture licensing is expected next week, potentially adding more pressure on the semiconductor sector. Investors are advised to be cautious until the next verdict is announced.
As of Oct 17, 2026 01:21 WIB, Arm trades at USD 230.31 on Pluang, down 5.91% for the day. Taiwan Semiconductor is priced at USD 411.72, falling 2.49% as of the same time. Qualcomm shares are also lower, at USD 172.76 with a 3.16% decline on Pluang.
Arm Holdings has gained over 120% this year by expanding from smartphone chip designs into AI data center silicon, attracting strong Wall Street interest. Despite a recent 19.6% drop in a week and a valuation at 302 times trailing earnings, the compa...
The global microprocessor market, valued at $85.4 billion in 2025, is projected to grow to $191 billion by 2035 at an 8.7% CAGR. Growth is fueled by rising demand for high-performance computing, AI, machine learning, and IoT applications across vario...
