It may be a while off yet, but it's pretty clear that companies, Qualcomm chief among them, are ready to replace arm as soon as possible.
Qualcomm is claiming that Arm is refusing to license the v10 architecture to them and refused to license some other TLA cores requiring them to get the Nuvia Custom CPU team to build cores for those products instead.
This explains their expansion into Risc-V it's a hedge against Arm interfering with QC's business.
Qualcomm may be solely to blame themselves, as they now has to invest in researching and developing an underdeveloped architecture, quickly, while their competitors -including Chinese ones- take advantage with newer ARM designs (and perhaps they could even develop their own alternatives peacefully in the meantime).
Both Nuvia and Qualcomm had Arm Architecture licenses that allowed them to develop and sell their own Arm-compatible CPUs.
There was no bypassing of license fees.
If Qualcomm had hired the Nuvia engineers before they developed their core at Nuvia, and they developed exactly the same core while employed at Qualcomm, then there would be no question that everyone was obeying the terms of their licenses.
Arm's claim rests on it being ok for Nuvia to sell chips of their own design, but not to sell the design itself, and not to transfer the design as part of selling the company.