Category: Qualcomm
Posted Date:
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Will someone else buy Arm?
There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be…
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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud
Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
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MWC 2022 – Qualcomm Re-enters Infrastructure
At MWC Qualcomm made many announcements about wireless infrastructure – not their typical market. We think they are building a software ecosystem around their chips, to promote adoption of mmWave, and preparing…
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Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, WirelessVicarious MWC – The Fight Over Open RAN
MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably…
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Vicarious MWC – The Power of a Single Hyphen
Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between…
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MWC 2022 – Living Vicariously
Qualcomm put out 16 press releases ahead of MWC – lots of intriguing things going on – especially around their new RF+AI products and the company’s renewed interest in mobile infrastructure.
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Analyst Decoder Ring, China, Components, Enterprise Electronics, IoT, Qualcomm, Roll Your Own, SiliconMy Enemy’s Enemy Will Still Eat My Lunch
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is…
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One Does Not Simply Walk Into the Data Center
Qualcomm is become a processor company, providing heterogenous compute for a growing number of end markets. But the fact that the Nuvia team seems to be focussed on PCs, raises the question…
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What Are They Building in There?
A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what…
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What will happen to Arm now?
If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.
