Qualcomm v. Arm: jury begins deliberations, no verdict as of October 9

The jury in Qualcomm's breach-of-contract case against Arm began deliberating on October 9 and had not announced a verdict when the reporting was published. Qualcomm says Arm withheld software patches and tools, leaked a breach letter that it says cut the value of a Meta chip deal by $170 million, and broke a pricing clause. A win could free Qualcomm from Arm royalties for up to five years, a benefit estimated at about $1.5 billion, though a judge must still rule on that clause.

• Qualcomm claims: withheld patches and tools, leaked breach letter, most-favored-nation pricing breach
• Potential royalty relief of about $1.5B over five years
• Judge Maryellen Noreika to decide the five-year royalty clause separately
• FTC opened an antitrust investigation into Arm in May 2026