A major semiconductor player just entered the ARM laptop SoC space. This one took SemiAccurate by surprise, and it is a big development.

We told you about the deal between Microsoft and Qualcomm over WARTBook SoCs earlier, then why Microsoft booted them for repeated failures, and finally who ‘won’ that socket. There are a lot of other moving pieces in this game and a new player just entered, and it is not one of the four that are publicly known. This one changes a lot, the WARTBook plan is still garbage that will never catch Apple for technical reasons, but it is a seismic shift in the gutter.

Note: The following is analysis for professional level subscribers only.

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

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