Qualcomm chipsets, financial results, and Snapdragon platform innovation across mobile, PC, and automotive.
QTL is a sliver of Qualcomm's revenue that runs at margins the chip business can only dream about. It walked through antitrust regulators on…
MediaTek still sells more phone chips than anyone. By 2026 that's the least interesting thing about it: 3nm flagships, satellite NTN, and co-designing Google's…
During the 2024 Paris Olympics, TDF and France Télévisions demonstrated 5G Broadcast, enabling simultaneous live streaming to multiple devices without data congestion. However, challenges…
Qualcomm's acquisition of SAM Seamless Network for $150 million highlights the importance of its network-native platform, securing 500 million devices across various ISPs. Maintaining…
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…
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