Category: Qualcomm
Posted Date:
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CES 2024: Begun the Inference Wars Have
We used to assume that the economics of AI Inference would depend on Edge Inference, but we saw a lot to test that assumption at CES, which calls into question the uplift…
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Can Qualcomm compete in Custom Silicon?
There are a lot of reasons why Qualcomm is not a force in the custom ASIC business – fear of creating competing products, no sales culture – but we think the main…
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Coming Soon: Android on RISC V
We sat through 3 presentations listing a litany of woes that come with porting Android to RISC V. We came out more convinced than before that this will be a reality, and…
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How Productive Are We?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in…
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Qualcomm has a good quarter, finally
Qualcomm is finally seeing a recovery in its handset business, as OEMs restock inventory after a very learn year. Beyond that the story remains unchanged, with a great position in mobile, a…
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Apple M3 and the State of CPUs
Apple’s M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched 3 chips all at once. It is…
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PC CPUs get more interesting
Microsoft is opening up the market for Arm-based laptop CPUs. This is bad news today for Qualcomm, and potentially bad for Intel over the very long term
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Does Qualcomm’s new RISC V chip matter?
Qualcomm just launched a RISC V chip running a version of Android (Wear OS). Is this just a small project in an out-of-the-way market? Or is the sign of some bigger ambition?
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The Bad Romance of Apple and Qualcomm
Apple’s antipathy towards Qualcomm pre-dates the launch of the iPhone and seems to be deeply ingrained in their culture. Qualcomm would probably be very flexible to normalize the relationship, but has limits…
