10 posts
The Hot Take: This is interesting, need more validated benchmarks. Is Qualcomm on the way out of the performance crown on the mobile SoC market?
Good news for the Galaxy S27 and Galaxy S27 Plus.
Read the full articleThe Hot Take: Out of left field Samsung comes out with Exynos 2700 to best Qualcomm? Interesting.
Back in August, insiders claimed that the Exynos 2700 beat Qualcomm's next flagship chips in internal testing. Those Snapdragons have since become official, and Samsung has reportedly put its upcoming chip up against them once again. The Exynos 2700 is expected to power at least some models in the Galaxy S27 series, which should arrive early next year. This time, the tests were allegedly run against the Xiaomi 18 Pro Max and its Snapdragon 8 Elite Extreme Gen 6. The Exynos 2700 reportedly scored around 13,000 points in the Geekbench 6.5âŚ
Read the full articleThe Hot Take: Interesting if true.
New details surrounding the Exynos 2700 talk about the chipsetâs internal tests allegedly outperforming the Snapdragon 8 Elite Extreme Gen 6 in both CPU and GPU workloads. The latest claim paints Qualcommâs top-end SoC in a negative light, indicating that its transition to TSMCâs 2nm node and Offset PoP packaging didnât help matters. However, weâve noticed a trend on foreign outlets where the Snapdragon 8 Elite Extreme Gen 6âs capabilities are being downplayed, likely to hype up the Exynos 2700. While this is a decent strategy when discussingâŚ
Read the full articleThe Hot Take: That seems skewed against the victor.
Qualcomm has won two claims against Arm in a Delaware court, collecting a princely $2 while both companies proclaimed victory. According to Notebookcheck the jury found Arm breached its licensing agreement and intentionally interfered with Qualcommâs business relationship with Meta Platforms. After a five-day trial, it awarded nominal damages of $1 for each successful claim. The verdict gave both corporate publicity departments enough ammunition to declare success, although neither company has finished fighting. Arm shares fell about a perâŚ
Read the full articleThe Hot Take: Nice if that's the case, and big trouble for Qualcomm too.
Internal tests of the Exynos 2700 have Samsung LSI buzzing â the chipset outperformed Qualcommâs Snapdragon 8 Elite Gen 6 (both of them, actually), according to anonymous insiders. The testing was pretty thorough and included CPU, GPU, NPU and power efficiency benchmarks. First, letâs clear this up â Qualcomm has officially confirmed that there will be two Elite chips in the next generation. They are tentatively being called the Snapdragon 8 Elite Gen 6 and 8 Elite Gen 6 Pro. This is separate from the non-Elite Gen 6 chip, by the way.âŚ
Read the full articleThe Hot Take: They just said that iPhone model loss would be off set by datacenter sales. So i guess they'll be hurting for a bit.
Qualcomm has predicted its entry to the datacenter market will yield $15 billion of annual revenue by FY 2029 â huge growth, but also a modest number compared to its more established rivals. The chip design firm dangled the $15 billion figure on Wednesday along with its Q3 results, which included a warning that revenue from its business selling modems to Apple is about to crater. Execs told investors that supply chain constraints mean Qualcomm expects âan acceleration in the step down of Apple product revenuesâ as its contribution to the nextâŚ
Read the full articleThe Hot Take: Interesting...
Qualcomm has introduced its first-ever CPU designed for Data Centers, the Dragonfly C1000, which leverages the Oryon architecture. Qualcomm Enters The Agentic AI CPU Race With Dragonfly C1000 Chip, Oryon-Based With Over 5 GHz Clocks, Over 250 Cores, & Aims To Achieve Single-Core Leadership One of the biggest announcements by Qualcomm today was its first release of a CPU for the data center segment, called the Dragonfly C1000. This is a chip purpose-built for Agentic AI & General-Purpose workloads, delivering best-in-class powerâŚ
Read the full articleThe Hot Take: Everyone is joining the ARM SoC Server party! To sad they don't know that Fujitsu has already been ruling that with a Top 500 server running them. Better late than not paid I guess?
Qualcomm is rumored to be preparing a brand new datacenter CPU, which will be just in time to power growing Agentic AI needs. Rumors that Qualcomm's New Datacenter CPU is just a few months away may not sound crazy, given the demand there is for agentic AI There's a rumor going around that Qualcomm is working on its very own "dedicated" Datacenter CPU based on the Arm architecture. Qualcomm making its own Datacenter CPU at some point was expected, but what the new rumor is suggesting is that we could see that chip being announced as early asâŚ
Read the full articleThe Hot Take: Good news for both of them! TSMC needs to be brought into check on 2nm to bring prices down for all of us.
Qualcomm CEO Cristiano Amon has been spotted in Korea meeting with Samsung executives. The trip is all about manufacturing chips on the 2nm process, and there's a chance that Qualcomm will turn to Samsung to fabricate the upcoming Snapdragon 8 Elite Gen 6 SoCs. Back at CES in January, Amon revealed that Qualcomm was talking to Samsung about this, and it seems like the discussions are still ongoing. If all this pans out and Qualcomm does indeed pick Samsung to fab the next top of the line Snapdragon SoC, it would mark a return to theâŚ
Read the full articleThe Hot Take: With Apple sharing chips between platforms and now this. Seems like hardware consolidation is happening faster.
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure across the mobile supply chain as memory shortages and rising costs reshape industry dynamics.
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