Qualcomm Watch

Qualcomm has reportedly agreed to license Huawei patents linked to LogicFolding, the chip-stacking method used in Huawei’s Kirin 9050 Pro. The broader agreement also covers AI services and other technology, but the deal is still subject to regulatory approval and its terms remain undisclosed.

Discussion spark: Should companies disclose the specific patents in a cross-licensing deal like this, or is commercial confidentiality a fair trade-off?

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Huawei and Qualcomm have agreed a multi-year patent deal spanning 5G and AI, combining cross-licensing with Qualcomm’s purchase of selected Huawei US patents. Huawei says the transaction remains subject to regulatory approvals and does not include any other business cooperation.

Discussion spark: Does buying AI patents alongside cross-licensing amount to a meaningful strategic move for Qualcomm, or do the specific inventions and intended uses need to be disclosed before that judgement is justified?

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ASML recently overtook Qualcomm in quarterly revenue measured in US dollars, according to Robert Izquierdo’s Motley Fool comparison carried by The Globe and Mail on 3 October. Qualcomm had led for most of the eight quarters examined.

Why it matters

Using data as of 25 September, with ASML’s euro revenue converted into dollars, Izquierdo des…

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