A Delaware jury has found that Arm breached its Architecture License Agreement (ALA) with Qualcomm, but the award is about as small as it gets. Reuters reports that Qualcomm gets just $2 in nominal damages, $1 for each of the two claims it won. The jury agreed that Arm withheld software patches and verification tools Qualcomm needed to validate its custom Oryon CPU cores, and that Arm intentionally interfered with Qualcomm's business with Meta. That second claim ties back to October 2024, when Arm's 60-day notice to cancel Qualcomm's license ended up with Bloomberg, a leak Qualcomm pinned on Arm. Arm won the rest of the claims, most of which were about pricing under its separate Technology License Agreement (TLA).

The bigger question, however, is still open. Judge Maryellen Noreika has yet to decide whether Arm's breach lets Qualcomm stop paying royalties under the ALA for five years, which, by some estimates, could be worth billions of dollars. Arm argues that provision is an unenforceable penalty. Unsurprisingly, both sides are spinning the result in their favor, with Qualcomm saying it was "gratified" by the verdict and Arm pointing out that it won most of the claims. This is the second round between the two companies. In December 2024, a jury found that Qualcomm didn't breach its license by acquiring Nuvia, and the court entered a final judgment in Qualcomm's favor in September 2025. Arm has since appealed that ruling, and it's reasonable to expect an appeal here too, depending on how the royalty question goes.

Qualcomm announced today that it is officially licensing technology from Chinese technology giant Huawei. In a deal estimated to be worth $6.9 billion upon completion, Qualcomm will license various technologies from Huawei to integrate across its product portfolio. According to official releases, these technologies include computing, AI, networking, and more. Bloomberg reports that the deal also covers Huawei's latest LogicFolding silicon design. This is a significant win for Huawei, whose R&D teams have spent years designing a way to bypass sanctions and overcome manufacturing technology limits. By stacking silicon vertically across two sheets, LogicFolding dramatically reduces the distance between compute elements, increases efficiency, and significantly improves transistor density. The result is a 55% increase in transistor density and a 41% boost in power efficiency.

Update, 06:30 UTC, October 6: Qualcomm issued a statement that dismantles rumors that the company is licensing LogicFolding technology.

QualcommQualcomm and Huawei entered into a multi-year, broad patent license agreement that includes cross-licenses across a range of technology fields. The terms are confidential, but reports characterizing Qualcomm as a net payor on the license agreement are incorrect. In addition, assertions that the agreement is related to LogicFold are not accurate. Separately, Qualcomm has agreed to purchase certain Huawei non-cellular U.S. patents across multiple technology areas.

Take-Two has signed a new long-term Xbox Publisher License Agreement with Microsoft, according to an 8-K filing with the SEC. Signed on September 28 and effective from September 17, it gives Take-Two the right to develop, publish, manufacture, market, advertise, distribute, and sell Xbox-compatible products for "all Xbox devices." It also replaces all of the company's existing Xbox publisher agreements. The filing doesn't mention Project Helix by name, but it's probably covered under the "all devices" wording. On the commercial side, Microsoft pays Take-Two the wholesale price and/or an agreed revenue share on digital sales, and charges fees and royalties on physical media.

Microsoft keeps the right to approve each game concept, the final build, and any packaging or marketing that carries its marks. The full agreement will be attached to Take-Two's 10-Q for the quarter ending September 30. Interestingly, Take-Two's 2020 deal mentioned the Xbox One and Xbox Series X platforms specifically, while "all Xbox devices" is much broader. It looks like this is meant to cover whatever Xbox ships next, which would fit with Xbox CEO Asha Sharma saying the team is working on a "great family of devices" for Helix. Take-Two doesn't explain the change, and it could also be routine housekeeping. The first Take-Two game under this updated deal is GTA 6, which is still scheduled for November 19 on PS5 and Xbox Series X|S.

Leading gaming accessories maker Turtle Beach Corporation (Nasdaq: TBCH), today announced its new family of Minecraft Dungeons II themed peripherals including an exclusive controller, headset and travel case that celebrate the highly anticipated Dungeons II game are now available globally. Officially licensed by Mojang and Nintendo, the new Turtle Beach Rematch Wireless Gaming Controller - Minecraft Dungeons II for Nintendo Switch 2 features a dynamic lenticular design that shifts from Valorie to Creeper while Turtle Beach's renowned engineering lets players triumphantly wield their sword as they thwart danger in unexplored worlds. The premium TMR thumbsticks ensure drift-free precision attacks on the mob hordes causing chaos while the built-in C Button allows easy access to GameChat for seamless communication with friends. This controller also works on the Nintendo Switch family of systems.

On the audio front, the Turtle Beach Airlite Fit Wired Gaming Headset - Minecraft Dungeons II for Nintendo Switch 2 ensures every explosive sound, sneak attack and rescue plea from friends are heard in the instants that are needed for victory. And when the session is done the Turtle Beach PlayTrek Travel Case - Minecraft Dungeons II and the Turtle Beach PlayTrek Travel Case - Minecraft Great Outdoors make sure players' Nintendo Switch 2 travels safely and it is ready for their next adventure.

Ahead of the official launch of GTA VI, Rockstar has put out a new set of mod guidelines for the upcoming action game, revealing strict rules surrounding the community's contributions to Leonida and the world of GTA as a whole. The modding guide, as spotted by users on the ResetEra forums, was silently launched on September 10, and it dictates what gamers and modders can and can't do with GTA games, imposing rather strict limitations in some places.

The limitations that stand out the most are the rules that disallow expanding or modifying "official storylines, plots, missions, characters, or other elements" of Rockstar's continuity. The studio also forbids mods that "combine maps, locations, characters, storylines, in-game assets, or other IP" between different Rockstar games. This comes after an early 2025 incident in which Liberty City Preservation Project, a mod that recreated GTA IV's map in GTA V, was taken down by Rockstar Games.

Sony has filed its response to a proposed class action lawsuit over how the PlayStation Store discloses its digital licensing terms. The company's stance is that no reasonable buyer expects to actually own a digital game. The suit, Heycock v. Sony Corporation of America, was filed on June 18 by four PlayStation owners in the Northern District of California. It alleges that Sony's checkout violates AB 2426, a California law requiring clear disclosure when a digital purchase only grants a license. Sony's August 21 response argues that "reasonable consumers would not be misled" into believing they own their games, since buyers agree to the Software Product License Agreement (SPLA) before purchase, which states plainly that "the software is licensed to you, not sold."

To support the point that digital ownership "is not plausible," Sony's lawyers cite two of the plaintiffs' own purchase histories: Jason Mendoza bought Resident Evil Requiem on February 14, 2026, and Edward Heycock bought the same digital copy for $69.99 just 11 days later. If ownership was genuinely transferred at purchase, Sony argues that Heycock's transaction couldn't have occurred, since Mendoza would already own it. Judge Vince Chhabria is set to hear both the arbitration motion and Sony's fallback dismissal argument on October 1 in San Francisco. Sony has confirmed it will stop producing physical PlayStation discs for new releases starting January 2028, leaving digital licenses as the only option for future titles.

If it wasn't enough that memory, storage, and CPU shortages are driving up the prices of PCs, Microsoft is now imposing a price increase on OEM PC makers for their Windows licenses. According to Taiwanese UDN, Microsoft has notified OEM PC makers that Windows licensing fees are going up by 7% to 10%. One of the PC vendors noted that Microsoft typically increases its Windows license fees every year, but only by a low, single-digit percentage. However, this time the increase goes up to 10%, making it one of the most significant increases OEMs have experienced. We don't know the exact dollar amount, as Microsoft works with PC OEMs individually to set prices.

PC OEMs likely receive better prices based on volume, with large makers such as Dell, HP, ASUS, Acer, and others getting much better deals than smaller OEMs with fewer shipments. Thus, the 7-10% increase depends on the PC OEM's volume and individual deals with Microsoft. However, no one is spared from these increases as the Redmond-based giant seeks to extract a few more percentage points from the world's most widely used PC operating system. The company is investing heavily in engineering efforts to remodel its Windows 11 operating system for a better user experience after years of updates that compromised it. Increasing the license fees for OEMs is one way to offset these efforts.

There has been a lot of talk recently about both the merit of platform exclusive games and digital games, and Microsoft's latest partnership with Ubisoft seems to be a move to support both its Xbox platform on PC and console as well as its digital game sales. The new Xbox × Ubisoft initiative will grant buyers of certain Ubisoft games on the Xbox Store a free PC license that can be redeemed via Ubisoft Connect.

Ubisoft and Microsoft will include any games purchased from July 21 in this agreement, but those PC licenses will gradually be added to user accounts in a progressive rollout slated to be completed on August 4. There are 13 games in total covered by this agreement, and the free license only goes one way—you cannot purchase the PC version of the game in order to get a free Xbox license. Additionally, content like season passes and DLC content will also cross over from Xbox to PC, but consumables and single-use items will not. It also seems as though the games will be locked to the Ubisoft Connect platform instead of something like Steam.

Today (Feb. 4, 2026) Arm (NASDAQ: ARM) published a letter to its shareholders containing the company's results for the third quarter of fiscal year 2026 ended December 31, 2025. The infographic below provides the key highlights:

Here are what the results mean and how they were achieved:

• Revenue grew 26% year-on-year to $1.24 billion, representing Arm's fourth consecutive billion-dollar revenue quarter.
• Royalty revenue grew 27% year-over-year to a record $737 million, driven by growth across Arm's target end markets, including AI and general-purpose data center, smartphones, physical AI and edge AI.
• License and other revenue of $505 million increased 25% year-over-year, as more leading companies sign high-value licenses for next-generation Arm technologies.
• Demand for Arm Compute Subsystems (CSS) continues to exceed expectations as adoption grows in light of increasingly complex chip designs. This represents a significant tailwind to royalty growth, as Arm expands both the value delivered and economics captured per chip.
  • During the quarter, Arm signed two CSS licenses for use in both edge AI tablets and smartphones, bringing the total number of CSS licenses to 21 across 12 companies.
  • Additionally, five customers are now shipping Arm CSS-based chips, including two shipping its second-generation platform, while the top four Android smartphone vendors are all shipping Arm CSS-powered devices.

According to a report by South Korean outlet ETNews, cited by TrendForce, Intel has begun licensing its semiconductor glass substrate technology to external companies, marking a notable change in its business approach. As we reported this July, Intel had already signaled a retreat from producing glass substrates in-house, preferring instead to source finished solutions from specialized vendors. Intel is now reportedly in discussions with glass substrate makers, materials suppliers, and equipment providers about granting usage rights under defined terms in exchange for royalties. Rather than abandoning glass substrates, Intel appears to be repositioning itself as a technology licensor, allowing others to handle manufacturing while it benefits from its patent portfolio. This strategy, according to industry insiders, could accelerate wider market adoption by helping newcomers advance more quickly. Intel's shift is also seen as a response to ongoing issues in its manufacturing operations. By issuing licenses, the company can monetize its innovations while large-scale production is not expected until after 2030.

The glass substrate market is gaining momentum, with Absolics (an SKC subsidiary) already starting prototype production at its Georgia plant, which has an annual capacity of 12,000 square meters. Absolics plans to complete mass production setup by the end of 2025 and becoming the first to commercialize the technology. Meanwhile Samsung is preparing to adopt glass substrate interposers for advanced chips by 2028 and has established a pilot line at its Sejong facility. Major players such as Samsung Electronics, AMD, Broadcom, and Amazon are looking to adopt this technology, so Intel's decision may reshape the competitive landscape while creating new opportunities for collaboration.

Dear Rally Community, every great journey eventually finds its finish line, and today, we announce that we've reached the end of the road working on WRC. After releasing EA SPORTS WRC in 2023, the 2024 season, including the recently released Hard Chargers Content pack, will be our last expansion. For now, we are pausing development plans on future rally titles. Rest assured, EA SPORTS WRC will continue to be available for existing and new players. We hope it remains a source of joy, excitement, and the thrill of rally racing. We've poured our hearts into making it for fans, and we know you'll keep the passion alive.

Our WRC partnership was a culmination of sorts for our Codemasters journey with off-road racing, spanning decades through titles like Colin McRae Rally, and DiRT. We've provided a home for every rally enthusiast, striving tirelessly to push the boundaries and deliver the exhilarating thrill of driving on the ragged edge. We've brought together incredibly talented racing developers, worked with some of the sport's icons, and had the opportunity to share our love of rallying. Thank you to all the fans who have and continue to be part of our rally journey.

• The Codemasters WRC Team

Yesterday, the Dutch government announced that it had amended its export rules regarding sanctioned semiconductor equipment—this is another adjustment that seems to align policy closer to North American terms. Equipment manufactured by ASML—the nation's crown jewel photolithography system specialist—is included on a list of sanctioned items. According to a Bloomberg New report, the export of the manufacturer's latest advanced measurement and inspection hardware will be affected by new policy. The Dutch trade ministry stated that only a "very limited" number of technologies will be safeguarded—ASML's customers will be required to apply directly for export licenses with the Dutch government (rather than the USA).

The Hague's announcement did not explicitly state that the latest adjustments were made in conjunction with US government policies, but insider sources reckon that some cross-pollination has occurred. Last December, the White House declared a new wave of restrictions—further constricting semiconductor exports to China. According to an article published by a Netherlands-based legal newspaper, the updated licensing requirements will limit the export of advanced equipment that is utilized to discover small defects in wafers, plus systems that enhance measurements after the deposition and etching phases have been completed.

Days of Arm-Qualcomm legal disputes continue, and with new day we get new updates. Gerard Williams III, CEO and founder of Nuvia, also one of the main brains behind Qualcomm's Oryon cores inside Snapdragon X processors, testified before the court that the chip design contains minimal Arm IP despite using the company's instruction set architecture. Williams estimated that "one percent or less" of the final design originated from Arm's IP. Despite Qualcomm using Arm ISA license, the company has very little Arm IP in its SoCs. Most of the Snapdragon X design has been done within Qualcomm's labs, in addition to Nuvia. Williams, who co-founded Nuvia in 2019, explained that while their processors use Arm's Armv8 instruction set, the core design was largely developed from scratch. Nuvia initially secured two non-transferable licenses from Arm: a Technology License Agreement (TLA) and an Architecture License Agreement (ALA).

These agreements allowed the company to develop custom cores while implementing Arm's instruction set. The development team created their own proprietary microarchitecture, including custom data paths and cache systems, rather than using Arm's existing designs. The controversy erupted when Qualcomm acquired Nuvia and announced plans to use the cores in PC processors rather than the initially intended datacenter applications. Arm demanded a renegotiation of licensing terms following the acquisition, which Qualcomm refused, arguing that its existing ALA covered Nuvia's designs. The dispute escalated when Arm revoked Nuvia's licenses in 2022 and terminated Qualcomm's Architecture License Agreement this October. Arm is now seeking the destruction of all Nuvia designs developed before the merger, arguing that the licensing agreements couldn't be transferred through acquisition. Qualcomm builds a case on TLA not being violated since the designs are mostly custom, so we have to see how the ruling proceeds. Arm wants to "hurt" Qualcomm with ALA revoking, and perhaps the final case ends with a settlement, given that Qualcomm is one of Arm's biggest customers.