AI Semis – 3 Big Questions
The three big questions for the AI semis market:
1) Is AI additive to the TAM?
2) How will the inference market shape up?
3) Can Nvidia’s dominance be challenged?
Tag Archives: Qualcomm
Fast Fashion in Chips? Mediatek beats Qualcomm
The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of […]
The 5 Chip Companies Who Will Buy All the Others
Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in […]
Jana Vs. Qualcomm – The Only Thing to Fear is Fear Itself
I had an odd conversation recently. Speaking to a friend at Qualcomm, he said that the management team there was really worried about Jana Partners’ activist attack on the company. […]
Activists Target Qualcomm – And Get it Half Right
Last week, activist fund Jana Partners published a letter calling on Qualcomm to take several steps to improve shareholder value. (I know I am late in writing about this, but […]
MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm
One of the clearest trends over the past few years has been Qualcomm’s dominance of the LTE modem market. I have written about it a bit in the past, and […]
Qualcomm in China – Some Signs of Progress
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.