Research Archive

October 24, 2023 / Ben Bajarin

Qualcomm Snapdragon Summit: Oryon Sets the Table for PCs with AI

What’s Significant Qualcomm has finally shared extensive details of their Oryon custom architecture purpose-built to take Arm-based Windows PCs to the next level. This is a result of years of work via their acquisition of Nuvia, and represents a significant moment for Qualcomm as they return to a proprietary custom Arm architecture. Overall, Qualcomm shared…

October 24, 2023 / Max Weinbach

Qualcomm Snapdragon Summit: What’s new with Snapdragon 8 Gen 3

Today at Snapdragon Summit, Qualcomm announced their 2024 flagship mobile chipset: Snapdragon 8 Gen 3. Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant: Gen AI is being a popular marketing term and also a differentiating factor for a lot of consumer and enterprise products right now.…

October 24, 2023 / Ben Bajarin

Research Note: Our View on Report Nvidia and AMD Arm PC Chips

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC. ¬†The report also highlights…

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