10月8日，高通盘中下跌3.04%，报171.73美元/股，成交额6.33亿美元。消息面上，高通与Arm在特拉华州联邦法院的新一轮合同争议进入陪审团审判阶段，市场担忧诉讼升级可能冲击双方长期合作关系与高通的专利支出结构。
庭审中，高通指控Arm扣留合同约定的芯片测试工具，并向媒体泄露2024年终止重要授权协议的威胁信函，损害了高通与Meta之间的芯片合作谈判。高通寻求在未来最长5年内停止向Arm支付授权权利金，涉及金额可能高达数十亿美元，同时希望强制Arm授权V10指令集架构。Arm方面对指控予以全面否认，并称高通未能证明其遭受任何实际损害。
此次争议源自高通2021年收购Nuvia所引发的许可纠纷，后续多轮诉讼持续放大市场对双方授权关系稳定性的担忧。尽管华为专利许可等利好消息一度提振情绪，当前股价仍受法律风险与半导体板块整体走弱双重压制。
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