Apple is focused hard on two things, control and margins (not necessarily in that order), and ARM’s recent actions are likely to be of concern in both areas. ARM’s actions against Qualcomm suggest that ARM thinks it owns not only […]
When Will Apple Move from ARM to RISC-V? Sooner than You Think Read More »
ARM has just sued Qualcomm for, allegedly, using Nuvia’s license for future development arguing that Nuvia is not only blocked from transferring those licenses but, after Qualcomm purchased the company, ARM unilaterally canceled the licenses. ARM is attempting an ugly
The Weird ARM vs. Qualcomm Litigation Read More »
There were two interesting mergers in play this year with semiconductor companies. The big one was the proposed NVIDIA ARM merger, but also interesting was the AMD Xilinx merger. The NVIDIA ARM merger had no chance of being successful because
AMD vs. NVIDIA and the Advantage of Not Being Considered Big Tech Read More »
One of the most interesting near-term mergers is between NVIDIA and ARM, which has garnered interesting support and some growing resistance. The support primarily is based on the need for ARM to support a parent who wants them and could
The Positives and Negatives of NVIDIA’s ARM Acquisition Read More »
There was a pretty big announcement this month. Microsoft and Qualcomm just announced they are developing Snapdragon based laptops running Windows. What makes this interesting is that Windows hasn’t supported a platform other than x86 in its complete form since
Intel and Qualcomm Play Game of Thrones for the Desktop and Forget the Queen of Dragons Read More »
AMD’s story is an interesting one particularly as their new CEO Lisa Su did her first financial analyst briefing this week. You could call AMD’s basic goal over the last several decades to simply get out from under Intel’s shadow
The new AMD: Defining the future of mobile servers and virtual reality Read More »
