Over the last few weeks, there have been several announcements related to AI PCs and new PC SoCs to power them, from Qualcomm (Arm) and AMD/Intel (x86). In this note, we look at the setup for Arm. Is there an opportunity to break through, or will the alternative architecture again hit ecosystem walls? In a second note, we will look at whether AI PCs could trigger a refresh cycle.
Qualcomm Incorporated operates as a multinational semiconductor and telecommunications equipment company. The Company develops and delivers digital wireless communications products and services based on CDMA digital technology. Qualcomm serves customers worldwide.
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