➀ Qualitas Semiconductor and Verisilicon have signed a licensing agreement for a 4nm PCIe 6.0 PHY IP; ➁ The agreement is part of an 'Early Access Program'; ➂ Qualitas is a leading provider of high-speed interconnect solutions.

➀ ARM has notified Qualcomm of its intention to cancel the design license; ➁ The issue seems to revolve around custom design work around Oryon cores from Nuvia; ➂ The cancellation is set to take effect in December unless otherwise agreed upon.

1. Qualcomm is a leading RF chip company with a strong history in phone technology and is currently supporting the 5G build-out. 2. The company's growth is driven by its QCT and QTL segments, focusing on RF chip design and IP licensing, respectively. 3. Despite some concerns, including potential competition from Apple and IP challenges, Qualcomm's future growth may be powered by the Internet of Things (IoT), which could lead to significant RF sales.