https://www.semiaccurate.com/2025/05/28/qualcomm-teases-infrastructure-plans-and-more
Maybe we will get one of those single OEM/Device/SKU "launches" in December
Article from Digitimes on TSMC and Intel:
https://www.digitimes.com/news/a20250212PD234/intel-tsmc-packaging-fab-arizona.html
Summary of the Article since it has a Paywall:
So the Datacenter CPU seems confirmed. I wonder if the "custom chip" for the "AI and Ecosystem Company" is related. Qualcomm would have been trying to finalize the deal for the custom chip in November (according to the lawsuit) and they started to post the Server job listings in early December.
Qualcomm has a few job postings from December that hint at a Datacenter CPU Server.
Server High Performance Compute Microarchitecture Lead
There are about 5-6 similar job positions related to server posted in the first two weeks of December.
There were some new documents posted in the Qualcomm vs ARM lawsuit (the countersuit from Qualcomm against ARM). Lots of interesting details in this new submission from Qualcomm.
In particular, Qualcomm stated that a potential customer (a "AI and Ecosystem Company") that relies on a...
It's a five day trial (Monday to Friday). I am not sure if Jury deliberations will be postponed till after the Holiday or not. If they are not, I would expect the Jury deliberations to be very quick.
Whatever the decision, I would expect either side to Appeal which could take years to resolve...
The ARM vs Qualcomm Trial starts on Monday (Jury Selection was today). Will we see a settlement over the weekend? I think the Apple vs Qualcomm had its settlement the morning of the trial.
If we assume the leak from Tigerick is correct:
Then I doubt Mahua would have a die size around ~175 mm² N3P. It would be too expensive for the bulk of the Windows market.
Qualcomm already had to rebate X Elite quite heavily to hit "mainstream" price point for premium laptops (~$1000). And the...
For Reference, Qualcomm claimed (*) a SPECint rate of 2.47 (10.64/4.3) and SPECfp rate of 4.13 (17.77/4.3) for Snapdragon X Elite. I would assume that Snapdragon 8 Elite should be around that mark with optimal conditions.
* I don't see the frequency listed in the Slides but I assume they used...
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