The architecture license agreements between Qualcomm, Nuvia and Arm have remained secret.
Both Qualcomm and Arm claim that they follow the requirements of the existing ALAs, while the other party has breached them.
Without access to the original texts, we cannot verify who tells the truth.
Even when a judge will give a decision for this conflict we will not be able to know who is right if the ALAs remain secret, because in recent years there have been plenty of absurd judicial decisions, where judges have been obviously wrong.
According to Qualcomm, they had no obligation to notify Arm about their business intentions. While I do not like Qualcomm for many reasons, for now there is no ground to believe more the claims of Arm than the claims of Qualcomm, so any of the two could be right about this.
Perhaps Arm is right and Qualcomm must pay the royalties specified in the Nuvia ALA instead of the royalties specified in the Qualcomm ALA, which is the main subject of this conflict, but if this is true then Nuvia has been conned by Arm into signing a really disadvantageous ALA, which is somewhat surprising, because among their business plan variants must have been one of being bought by some big company, in which case their target should have been to retain ownership of the IP developed by themselves.
There is no doubt that even if Qualcomm pays only the low royalties specified in the Qualcomm ALA, Arm will obtain a revenue orders of magnitude greater than any revenue that could have been obtained from Nuvia, had it not been bought by Qualcomm.
The reason why Arm does not like this increased revenue from the Nuvia work is that Qualcomm has decided to replace all the cores licensed from Arm in all of their products with cores developed by the Nuvia team.
Thus the loss of the royalties for the Arm-designed cores will be even greater than the increased revenue from the ALA royalties.
So Arm attempts to use or abuse whatever was written in their ALAs in order to prevent competition in the cores implementing the Arm architecture.
Even if Arm had been cunning enough to have included paragraphs in their ALAs that justify their current requests, there is no doubt that the real villain in this conflict is Arm, who fights for forcing the use of CPU cores that are weaker and more expensive than what is possible.