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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-10-29
- Length: 48m
- Episode: 91
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-10-29-episode-91-thoughts-on-snapdragon-summit-arm-v-qcom-risc-v-summit
- Listen: https://share.transistor.fm/s/e2db3e2c

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-29-episode-91-thoughts-on-snapdragon-summit-arm-v-qcom-risc-v-summit#t=6) Qualcomm Snapdragon Summit: Custom Cores and AI
- [7:19](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-29-episode-91-thoughts-on-snapdragon-summit-arm-v-qcom-risc-v-summit#t=439) Automotive Strategy and Brand Evolution
- [22:39](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-29-episode-91-thoughts-on-snapdragon-summit-arm-v-qcom-risc-v-summit#t=1359) ARM vs. Qualcomm Legal Dispute
- [36:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-29-episode-91-thoughts-on-snapdragon-summit-arm-v-qcom-risc-v-summit#t=2165) ARM's Growth: Custom vs. Merchant Silicon
- [41:26](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-29-episode-91-thoughts-on-snapdragon-summit-arm-v-qcom-risc-v-summit#t=2486) RISC-V Summit Analysis

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Intellectual property](https://hardwarepodcasts.com/topic/intellectual-property)
- [Marketing & brand](https://hardwarepodcasts.com/topic/marketing-and-brand)
- [Robotics & autonomy](https://hardwarepodcasts.com/topic/robotics-and-autonomy)

## Most relevant to

large enterprises

## Mentioned

- Qualcomm (company)
- Snapdragon (product)
- ARM (company)
- RISC-V (other)
- Apple (company)
- Media Tek (company)
- Nvidia (company)
- Tesla (company)
- Rivian (company)
- Mercedes (company)
- BMW (company)
- Google (company)
- Meta (company)
- Orion (product)
- Nuvia (company)

## Related episodes from other shows

- [Fear & Loathing on the M&A Trail](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail) (EE Times Current)
- [Launch of RISC-V Special Project | MIPS vs. RISC-V | RISC-V Impact on ARM](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-18-launch-of-risc-v-special-project-mips-vs-risc-v-risc-v-impact-on-arm) (EE Times Current)
- [Smartphones, China, Gaming, AR — and a Snapdragon to Rule Them All](https://hardwarepodcasts.com/podcast/ee-times-current/2019-12-13-smartphones-china-gaming-ar-and-a-snapdragon-to-rule-them-all) (EE Times Current)
- [Digital Cockpit, Digital Car](https://hardwarepodcasts.com/podcast/ee-times-current/2021-01-29-digital-cockpit-digital-car) (EE Times Current)
- [EE Times Weekly Briefing: Friday, February 1, 2019](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-02-ee-times-weekly-briefing-friday-february-1-2019) (EE Times Current)

## Citing this page

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