➀ Nvidia is reportedly set to launch two new ARM-based SoCs for Windows machines, N1X and N1; ➁ The N1X is expected to debut in Q4 2025, followed by the N1 in early 2026; ➂ Nvidia will partner with MediaTek, with MediaTek receiving $2 billion in revenue from the venture.

➀ Qualcomm introduces Snapdragon X to challenge x86's dominance in the consumer PC space; ➁ Snapdragon X aims to redefine the PC category for mainstream devices at the $600 price range; ➂ Snapdragon X offers improved performance, battery life, and AI capabilities compared to competitors.

➀ Samsung's Galaxy S25 smartphones will feature Qualcomm's Snapdragon 8 Elite processor, replacing its own Exynos 2400; ➁ The devices are rumored to use Micron's LPDDR5 RAM; ➂ Recent benchmarks show impressive performance, indicating a full shift to Snapdragon chips for international models.

➀ ST plans to sample the first module from its collaboration with Qualcomm; ➁ The ST67W611M1 module contains a Qualcomm QCC743 multiprotocol connectivity SoC; ➂ The module supports Matter protocol over Wi-Fi for future-proof connectivity.

➀ Samsung lost the contract for the Snapdragon 8 Elite 2 processor to TSMC; ➁ TSMC will use its N3P process node for mass production; ➂ This is a setback for Samsung's semiconductor business struggling with high-end chip production.

➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.

➀ STMicroelectronics has launched a new wireless IoT module, the ST67W611M1, which integrates Wi-Fi 6, Bluetooth 5.3, and Thread protocol. The module is designed to enhance consumer and industrial IoT development, leveraging STM32 and Qualcomm technologies. ➁ The module is compatible with the Matter protocol, ensuring seamless connectivity with a broad IoT ecosystem. ➂ It supports advanced security features and is aimed at a wide range of developers, from professionals to hobbyists.

➀ Qualcomm has won a legal battle against Arm Holdings, with the jury concluding that it did not violate its architecture license agreement and technology license agreement by acquiring Nuvia and using its IP in Snapdragon X processors. ➁ The jury was unable to decide whether Nuvia, which was acquired by Qualcomm, violated its licensing terms with Arm. ➂ The decision leaves open the possibility of a retrial or further negotiations.

➀ Qualcomm has secured a significant victory in its lawsuit against Arm; ➁ The jury found in favor of Qualcomm on two of the three questions presented; ➂ The decision could impact companies like Ampere Computing.

➀ The jury is deliberating in the Arm vs Qualcomm lawsuit on the fourth day. ➁ Qualcomm's lawyer argues that Arm's lawsuit aims to destroy its PC chip designs. ➂ Arm's lawyer claims the issue is about Qualcomm's breach of its licensing agreement with Arm by using Nuvia's designs without permission.

➀ Qualcomm CEO Cristiano Amon testified in court that buying Nuvia for $1.4 billion could save $1.4 billion a year in payments to Arm. Amon believed using Nuvia's cores for PC processors would save on Arm payments due to expected high revenues in the PC market. ➁ Arm claims in court that Qualcomm must destroy Nuvia's designs due to lack of consent for transferring Nuvia's licenses to Qualcomm. ➂ Amon said he initially tried to persuade Nuvia to create computing cores for Qualcomm but decided to acquire Nuvia when they refused.

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.

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's Snapdragon X laptops have sold 720,000 units globally, capturing only 0.8% of the AI PC market; ➁ Despite a 180% growth in Q3 2024, they remain niche with less than 1.5% market share; ➂ Microsoft leads in shipments, followed by Dell, HP, Lenovo, Acer, and ASUS.