Semiconductor giant Arm is rumored to be considering a strategic shift towards manufacturing its own chips, a move that could potentially disrupt its relationship with major customers like Qualcomm and Apple. Details of the proposed change, dubbed the “Picasso” project, emerged during Qualcomm’s recent court victory over Arm in a royalty dispute. Arm CEO Rene Haas reportedly expressed intentions to increase royalty rates and sell its own chips, aiming to boost revenue and compete directly with its customers. While the future implications of this strategy remain uncertain, the tech industry is bracing for potential shifts in the semiconductor market.