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Tag Archives: Nuvia

lawyers looking at divorce paper

Arm v. Qualcomm

September 1, 2022by D/D Advisors Leave a comment

While Arm may be able to beat Qualcomm in court, their lawsuit risks creating a really challenging marketing message, especially at a time when the threat of RISC V looms ever larger. Maybe they win the legal battle, but lose the marketing war.

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Qualcomm, Silicon, Strategy

One Does Not Simply Walk Into the Data Center

February 4, 2022by D/D Advisors Leave a comment

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 as to what exactly Qualcomm plans tp close the gap in mobile.

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Analyst Decoder Ring, Apple, Qualcomm, Silicon

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