Research Archive

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…

October 20, 2023 / Ben Bajarin

Arm Embraces the Custom Silicon Trend with Arm Total Design

One of the biggest trends we have continued to reference is the move to custom silicon by numerous names in big tech. Almost every major player in technology has some aspect of custom silicon, and you would be hard-pressed to find a product or category in tech that is built purely from off-the-shelf silicon. Your…

October 20, 2023 / Ben Bajarin

The Impact of US Export Controls on AI Semiconductor Landscape

The US recently imposed new restrictions on exports of advanced semiconductors and manufacturing equipment to China. These new controls primarily target AI chips, equipment, and computing systems destined for Chinese companies working on national security projects. The new rules refine and expand on previous export controls from October 2022. One major change is the addition…

October 9, 2023 / Ben Bajarin

IBM Watsonx – Scaling GenAI Responsibly

IBM recently announced the general availability of WatsonX.  Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant With GenAI being a significant driver on enterprise interest, businesses still have more questions than answers in terms of how they will deploy, manage, and secure their company’s proprietary data.…

October 6, 2023 / Ben Bajarin

An Automotive Shift Into Software Defined Vehicles

Executive Summary The automotive industry is undergoing a major transition as original equipment manufacturers (OEMs) shift towards software-defined vehicles (SDVs). SDVs rely on integrated computing systems and software to manage core vehicle operations instead of mechanical controls. This transition presents opportunities and challenges for OEMs and suppliers. This report analyzes the key drivers catalyzing this…

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