At some point in the litigation, a defendant might be forced to make the business decision to settle. While such a settlement decision might be rational when considering that defendant’s business, such settlement might be completely irrational when considering ARM’s business interests."

Arm designs architecture for chips, it does not sell them, nor does it manufacture them,however, it's business interest is with companies which do.

If they design a chip, which somehow circumvents our patents, and their customers use them in another manner, by design (?), then they must still be willing to protect their business interest or have no one to do business with.