Hardware Podcasts

Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit

The Circuit · 29 Oct 2024 · 48m · Episode 91

What this episode covers

Ben Bajarin and Jay Goldberg discuss Qualcomm's Snapdragon Summit, highlighting the company's return to custom Orion cores and its strategic push into automotive ADAS and infotainment, while noting the brand's effort to build consumer recognition. They analyze the high-stakes legal dispute between ARM and Qualcomm over the Nuvia IP acquisition, exploring the mutual dependency that forces a settlement despite the threat of license cancellation. Finally, they assess the RISC-V Summit, concluding that while RISC-V is making progress in embedded and industrial IoT, it remains far from challenging ARM in mobile or data center host CPU roles.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, ARM, Apple, Media Tek, Nvidia, Tesla, Rivian, Mercedes, BMW, Google, Meta, Nuvia
Products
Snapdragon, Orion
Also
RISC-V

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