Qualcomm chipsets, financial results, and Snapdragon platform innovation across mobile, PC, and automotive.
Qualcomm's Snapdragon brand emerged in 2007, unifying various components for effective marketing. Over two decades, its journey included notable successes and failures, adapting to…
Keller welcomes the Cerebras IPO, then bets cheap DRAM and open RISC-V beat it on cost. The real prize is the CPU Qualcomm is…
Qualcomm's Snapdragon X2 Elite shipped this spring and the reviews are in: up to 18 cores at 5.0 GHz, an 80 TOPS NPU, and…
Qualcomm's Investor Day revealed the Dragonfly brand, alongside a multi-generation agreement with Meta for a custom CPU. Qualcomm aims for strong competition in data…
Qualcomm is acquiring Modular, the vendor-neutral stack that runs AI models on any chip. The phone NPU benefit is a side effect. The real…
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to TSMC's packaging…
Nine months after raising $250 million, Modular is reportedly close to a $4 billion acquisition by Qualcomm, marking a significant valuation increase. Modular specializes…
Xiaomi recently launched a high-performance electric SUV and a competitive smartphone, the Xiaomi 17. While its phone business thrives in China, it struggles in…
Snapdragon Insider bias declared. Qualcomm's AI200 data center card plus the five-form-factor Hexagon NPU strategy is a bet that inference is where the real…
Qualcomm's Snapdragon Reality Elite puts the NPU first: 48 TOPS, Android XR, and the XREAL Aura. Here's what the chip actually changes for XR…
Qualcomm's Snapdragon Reality Elite lands 48 TOPS of on-device AI compute in XR headsets, a 160% NPU jump over the XR2+ Gen 2 that…
The complete Nothing Company story: from Carl Pei leaving OnePlus in 2020 to 7 million devices sold, 13,000 community investors, and a $1.3 billion…
Qualcomm expands compute architecture to desktops with the X2 Elite, splits mobile silicon into standard and Pro tiers, and pushes toward a $6B automotive…
Everyone noticed Qualcomm's $300 laptops at Computex 2026. The Dragonwing IQ10 robot brain, up to 700 TOPS and built for humanoids, is the bigger…
Introducing M1k.tech as a personal blog focusing on honest, hands-on tech reviews, insights from their investment career, and unique perspectives as a French expat…