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More on ARM's (ARMH -5.4%) Q1: Shipments of ARM-based chips for mobile devices were flat Y/Y...

More on ARM's (ARMH -5.4%) Q1: Shipments of ARM-based chips for mobile devices were flat Y/Y (+10% in Q4), while shipments for other products rose only 15% (+40% in Q4). This is probably leading to fears Q2 royalty revenue (based on Q1 shipments) will be light, and could be mildly troubling for the chip industry. However, license revenue remains strong (+20% Y/Y), and ARM expects 2012 revenue to be in-line with expectations. (PR)
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