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Arm vs. Qualcomm – Noisy Crickets

More noise than bang. Arm has served Qualcomm with a notice that cancels its contract to sell Arm IP in its products, but because the notice period ends in the...

Qualcomm Snapdragon Summit – Family Matters

Automotive joins the Oryon family. In what was an obvious move, Qualcomm has rolled the Oryon custom CPU into its automotive product offering that will give OEMs a greater opportunity...

Qualcomm Snapdragon Summit – Ghostbusters

Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in performance that will have competitors...

Artificial Intelligence – Hard Times in China

A potential benefit of hardship.  China’s lack of cutting-edge silicon and limited amounts of cash to spend on compute is forcing it to innovate in ways that may allow it...

Research Publication – Automotive Ecosystems – Sitting Ducks – CarPlay 3.0

18th October 2024: RFM deepens its coverage of Automotive Ecosystems with a look at the evolution of Apple CarPlay and how it may enable Apple to take over infotainment completely....

ASML Q3 24 – The Inevitable

The Chinese are no longer stockpiling.   The combination of economic-related delays and China realising that stockpiling ASML equipment ahead of further bans might not help them very much has...

Artificial Intelligence – Power problem.

AI is the icing on the cake for nuclear and geothermal. The huge build-out of data centres to train and run AI algorithms is raising concerns about where the electricity...

Artificial Intelligence – Reasoning Debate pt. III

Still no sign of reasoning. Apple has stuck the knife into the idea that large language models (LLMs) can reason with a research paper demonstrating LLMs making the sorts of...

Tesla We Robot – Nothingburger!

Great visuals, no content. When the highlight of the show is wondering if it was a Cybercab malfunction that caused Mr Musk to start the show nearly an hour late,...

OpenAI – Unpalatable Confection.

OpenAI wants to have its cake and eat it.    What was going to become a for-profit entity subject to all the forces that hone companies into efficient cash printing...