Any 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.
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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.
Charlie Demerjian
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