Who won that socket that Qualcomm lost

Exclusive: We honestly weren’t expecting this name to pop up

Jul 10, 2023 by

Qualcomm Snapdragon logoAny guesses as to who won the socket that Qualcomm lost? SemiAccurate wasn’t expecting this name to pop up on the list but it makes sense given the company’s ambitions.

Lets start this out by saying there are a few caveats here and we acknowledge that up front. Multiple sources tell SemiAccurate that this win is solid as long as the parts in question deliver on their promises which is a fair request. That said knowing the history of the players, it may not be as assured as some may think. And there are more threads unraveling here too, this is turning into a bit of a soap opera.

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate
Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate