➀ Qualcomm's Oryon CPU cores use minimal Arm technology; ➁ Oryon cores are developed by Nuvia, a company co-founded by Gerard Williams III; ➂ Legal dispute between Arm and Qualcomm over Nuvia's architecture licenses and custom designs.
Recent #Qualcomm news in the semiconductor industry
➀ The Arm v Qualcomm lawsuit in Wilmington continued, focusing on the amount of Arm technology in a Qualcomm PC processor; ➁ Arm's lawyer argued that the licensing contract covered Arm technology and its derivatives and modifications; ➂ Gerard Williams, CEO of Nuvia, acknowledged that some of Nuvia's design work might be considered derivatives or modifications of Arm's technology, but estimated the amount to be 'one percent or less'.
➀ Intel is facing increased competition from AMD, NVIDIA, and Qualcomm in the x86 chip space; ➁ Qualcomm disputes Intel's claims about high return rates for Snapdragon PCs; ➂ Qualcomm expects 30-50% of laptops to move to non-x86 platforms within five years.
➀ UMC announced a significant breakthrough in the advanced packaging market; ➁ The contract is for high-performance computing (HPC) applications; ➂ The win challenges TSMC's long-standing dominance in the sector.
➀ The Qualcomm vs Arm legal battle began in a Delaware courtroom. The case revolves around whether Qualcomm's architecture license with Arm covers designs done by Nuvia before it was acquired by Qualcomm. ➁ The dispute could cost Arm an estimated $50 million in revenue if Qualcomm's acquisition of Nuvia is not validated. ➂ Arm CEO Rene Haas and Qualcomm CEO Cristiano Amon are expected to give evidence.
➀ Windows 11 on Arm runs on selected Android smartphones but experiences rapid heating and significant battery drain; ➁ Despite performance issues, it can perform certain tasks and run older games; ➂ The experience is facilitated by Windows on Arm development focused on Qualcomm Snapdragon chips, with limitations due to incomplete driver support.
➀ Apple is transitioning to in-house modems, starting with the iPhone SE 4, aiming for thinner devices and independence from Qualcomm; ➁ The move is less concerning for Qualcomm, which has been diversifying its revenue streams; ➂ Apple's new 5G modem could extend to Macs and Vision Pro, with potential for smart glasses that rely on mobile connectivity.
➀ Geekom is reportedly preparing the QS series of mini-PCs with the Qualcomm Snapdragon X Elite chip; ➁ This device will be the first Snapdragon X Elite mini-PC, as Qualcomm unexpectedly canceled the Snapdragon X Elite dev kit; ➂ The mini-PC's specifications, pricing, or additional information are not yet known.
➀ Qualcomm unveiled the next-generation flagship mobile platform, Snapdragon 8 Ultra, featuring the second-generation Oryon CPU.
➁ Oryon CPU, with its high performance and energy efficiency, has seen a 45% improvement in both single-core and multi-core performance.
➂ Qualcomm has achieved full in-house development of Snapdragon SoC with the integration of Oryon CPU, GPU, NPU, ISP, DSP, and baseband.
➀ The real evaluation of the 'epoch-making' processor after using the X Elite notebook for four months is 'common but confident';
➁ Some potential highlights include architecture design and various innovative power-saving features;
➂ However, when it comes to ecology and availability, it lags far behind, and its performance cannot crush competitors through translation layers. Additionally, its market positioning and pricing are unrealistic, making this product close to failure.
➀ Arm has given Qualcomm 60 days notice of cancellation of its architectural licence; ➁ The move follows a three-year legal battle over Qualcomm's acquisition of Nuvia; ➂ Arm argues that the licence does not cover Nuvia designs before the acquisition and that Qualcomm should have sought permission for the transfer.
➀ The Snapdragon 8 Elite prototype outperforms in multi-core performance, but lags in single-core compared to Apple's latest; ➁ The Snapdragon 8 Elite prototype dominates in 3DMark Wild Life Unlimited, showing impressive stability; ➂ The Snapdragon 8 Elite prototype excels in GFXBench Aztec Ruins, with a significant performance lead over competitors.
➀ ARM has notified Qualcomm of its intention to cancel the design license; ➁ The issue seems to revolve around custom design work around Oryon cores from Nuvia; ➂ The cancellation is set to take effect in December unless otherwise agreed upon.
➀ Arm Holdings has terminated its architectural license agreement with Qualcomm Inc.; ➁ This action ends Qualcomm's ability to use Arm's intellectual property for chip design; ➂ The termination follows a 60-day notice from Arm and escalates a legal dispute set to begin in Delaware federal court in December.
➀ Qualcomm's Snapdragon 8 Elite leaks, featuring a '2 + 4' CPU cluster with up to 4.32GHz performance cores;
➁ The Adreno 830 GPU offers a 40 percent improvement in performance over the previous generation;
➂ The new SoC supports LPDDR5X RAM and includes a 45 percent faster NPU for AI tasks;
➃ The Snapdragon 8 Elite is designed on TSMC's second-generation 3nm process with custom Oryon cores.
➀ Qualcomm has suddenly announced the discontinuation of the Snapdragon Dev Kit due to the product not meeting their excellence standards.
➁ The Snapdragon Dev Kit featured the Snapdragon X Elite (X1E-84-100) processor and supported dual-core boost and Adreno GPU with up to 4.6 TOPS of computing power.
➂ Qualcomm has decided to discontinue the product, refund all orders, and stop supporting it, stating that the device 'did not meet our consistent standards of excellence'.
➀ Qualcomm has canceled its Snapdragon mini-PC development kit for Windows on Arm, originally planned for release in June. ➁ The company cited that the mini-PC did not meet its standards of excellence. ➂ Some developers had received the kit before the cancellation, and it was found to perform similarly to the Apple M3 Pro but with limitations such as lack of Linux support. ➃ The mini-PC was intended to help developers port their apps to Windows on Arm, supporting the growing market of Snapdragon X powered CoPilot+ laptops.
➀ Qualcomm introduces the Network Pro A7 platform, enhancing Wi-Fi 7 technology with AI capabilities; ➁ The platform aims to bring AI to non-AI-enabled devices, enhancing privacy and personalization; ➂ It includes an AI co-processor and transforms routers into AI hubs for smart homes; ➃ Qualcomm envisions a new era of AI networking with this platform, enabling advanced AI for more devices; ➄ The platform is designed for developers and aims to accelerate the development of AI-enhanced applications.
➀ The UK Ministry of Defence has purchased the former Fujitsu fab in Newton Aycliffe for £20 million to produce GaAs ICs for military use. The facility will be renamed Octric Semiconductors UK. ➁ Hynix has started mass production of a 36GB 12-layer HBM3E memory, increasing capacity by 50% compared to the previous eight-layer product. ➃ Powerchip Semiconductor has abandoned its plan to build a fab in Japan and is now planning to build one in India.
➀ Qualcomm's next-generation Snapdragon X2 Elite processor is in testing; ➁ Codenamed Project Glymur, the processor is expected to be called SC8480XP; ➂ Qualcomm is also working on an eight-core Snapdragon X1 Plus processor for entry-level PCs.