What is the Relationship Between Qualcomm’s (QCOM) Growth and Nvidia?

What is the Relationship Between Qualcomm’s (QCOM) Growth and Nvidia?

ClearBridge Investments, an investment management firm, recently released its Q1 2024 investor letter focusing on its ClearBridge Small Cap Value Strategy. The firm’s strategy revolves around identifying companies with strong balance sheets and attractive cash flows at compelling valuations rather than following market trends. In the first quarter, the strategy outperformed the benchmark Russell 2000 … Read more

Qualcomm’s Latest Snapdragon X Elite Chipsets Pose Competition for Intel and AMD

Qualcomm’s Latest Snapdragon X Elite Chipsets Pose Competition for Intel and AMD

Qualcomm is set to launch more than 20 new Snapdragon Windows-based laptops in the near future, aiming to disrupt the market traditionally dominated by Intel and AMD. The new laptops from companies like Acer, Asus, Dell, HP, Lenovo, Microsoft, and Samsung will feature the powerful Snapdragon X Elite CPU, promising improved performance and longer battery … Read more

Intel rapidly responding to Qualcomm’s PC challenge

Intel rapidly responding to Qualcomm’s PC challenge

Intel recently launched its Core Ultra laptop CPUs, known as Meteor Lake, in December, marking a significant advancement for the chip giant. Meteor Lake introduced several changes, including a disaggregated architecture with different manufacturing processes for each chip tile, and the Intel 4 process for the compute tile. Additionally, Meteor Lake chips integrated an AI … Read more

Intel Races to Respond to Qualcomm’s Growing Threat in the PC Market | The Motley Fool

Intel Races to Respond to Qualcomm’s Growing Threat in the PC Market | The Motley Fool

Smart Arm chips are making their way to Windows PCs, posing a threat to Intel’s market dominance. Intel recently launched its Core Ultra laptop CPUs, code-named Meteor Lake, which introduced several significant changes. These chips feature a disaggregated architecture, an integrated AI processor, and advanced packaging technology. However, Intel now faces competition from Qualcomm’s Arm-based … Read more

Intel responds to Qualcomm’s Snapdragon X launch with a strong rebuttal

Intel responds to Qualcomm’s Snapdragon X launch with a strong rebuttal

The tech industry is abuzz with the competition between Microsoft and Qualcomm over Windows machines powered by Qualcomm’s new Snapdragon chips. Major laptop manufacturers have recently announced new Arm-based models set to be released this summer, posing a challenge to Intel, the current PC chip leader. PCWorld’s Gordon Mah Ung discusses this battle in a … Read more

Intel Takes Center Stage on Qualcomm’s Major Announcement

Intel Takes Center Stage on Qualcomm’s Major Announcement

Intel, excluded from a recent Microsoft AI event, showcased its upcoming Copilot+ family of PC microprocessors, the Core Ultra chips codenamed Lunar Lake. These chips are set to arrive in the third quarter of 2024, just in time for the holiday season. Intel’s Executive Vice President Michelle Johnston Holthaus highlighted the energy efficiency, compatibility of … Read more