Arm vs. Qualcomm
The court battle exposing RISC-V’s strategic opportunity.
Qualcomm splits flagship strategy in two
Extreme variant adds dedicated AI cores.
The Mag 7 borrows its future
Seven balance sheets, one AI bill.
Amazon bets $60 billion on Qualcomm
Custom silicon and optics enter AWS.
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.