HP, Huawei, and Wi-Fi’s patent layer
Cross-license shows standards IP at work.
Intel eyes a return to memory
Packaging bets replace commodity DRAM ambitions.
Micron and Qualcomm chase memory differently
Two architectures, one memory bottleneck; Infineon and Rambus also have views.
Qualcomm pushes compute next to memory
High Bandwidth Compute targets the memory wall.
Qualcomm opens Mojo to challenge CUDA
Three weeks after a $3.9B deal.
China’s robot boom outpaces its chip independence
Deployment leads the world; chips still lag.
Agentic AI recasts host CPUs
Memory and orchestration drive procurement.
Qualcomm targets AI data centers
Dragonfly links compute, memory, software.
Nvidia enters PC chip market
RTX Spark integrates AI, graphics, and Arm architectures.
Qualcomm’s custom ASIC turn is not coming out of nowhere
Qualcomm has a strong quarter and points to custom silicon.
Snap and Qualcomm expand XR collaboration
Long-term Snapdragon deal advances next-gen intelligent AR glasses.
Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.