Category: Qualcomm
Posted Date:
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Let’s Build a Chip – With Math
Let’s Build a Chip – We lay out the costs of building a chip – with spreadsheets!
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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, StrategyIntel 2.0’s customer dilemma
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and…
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Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
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Margin Stacking and the Cost of AI
Margin Stacking and the Cost of AI – How much of the value of “AI” will accrue to hardware makers who have to add significant silicon content to make their products stand…
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Gamma Ray Exposure Preferred; Not Required
Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.
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Heterogeneous Compute
Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is…
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ARM Wrestling
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have moved their…
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RF Semis Update
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
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The Qualcomm Shake-up of RF is Beginning
The Qualcomm Shakes-up of RF is Beginning – Qualcomm announced a few commercially minor RF products, but they demonstrate that the company is about to win the Holy Grail of RF chips.
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Lies, Damned Lies, and Benchmarks
Lies, Damned Lies, and Benchmarks – a string of benchmarks and leaks highlights the growing urgency phone makers have in closing the silicon gap with Apple, and Qualcomm’s surprising stumbles in the…
