So why on earth did ARM sue to stop their release and force a clean-sheet redesign? Other than SoftBank being Softbank.

//ARM’s CEO wrote in a contemporaneous internal message that the Nuvia ALA “had left a route to blow a hole in [ARM’s] revenue plan” because “Qualcomm already ha[d] a v9 architecture license” under its own ALA. That observation led him to vent that “I’m struggling not to be pissed that we set up a route for Qualcomm to collapse the payments to Arm,” which “feels like in our chess game we left ourselves very exposed.”

https://law.justia.com/cases/federal/district-courts/delawar...

Re: Handheld gaming - The dedicated Xbox gaming handheld was cancelled because AMD required a minimum of 10 million units in its contract. With Steam Deck only selling ~5 million units and ASUS ROG/Lenovo Legion only selling 1-2 million MS didn't want to take the risk.

Reduce that BOM, go with ARM, and realise there's an incumbent leaving the market, and you have a compelling argument for Qualcomm. Particularly given the Nintendo Switch 2 sold 1.6M units in June, the highest launch month unit sales for video game hardware in US history