Latest news with #Oryon
Yahoo
a day ago
- Business
- Yahoo
This Incredibly Cheap Artificial Intelligence (AI) Chip Stock Wants to Become the Next Broadcom
Broadcom is currently the leading player in the market for custom AI processors, but it's about to get a new competitor very soon. This competitor recently announced its intention to re-enter the data center chip market, and it just made a move to ensure that it can make a dent. The other catalysts that this company is sitting on, along with its cheap valuation, make it an attractive buy right now. 10 stocks we like better than Qualcomm › Broadcom has become one of the leading players in the artificial intelligence (AI) semiconductor market thanks to its expertise in application-specific integrated circuits (ASICs), which are custom processors designed for performing specific tasks. The demand for these custom processors has been improving rapidly because of their ability to tackle AI workloads while keeping a handle on costs. As a result, several cloud hyperscalers are tapping Broadcom's custom chips and networking components to lower operating costs when running AI training and inference applications. This explains why Broadcom's growth has been outstanding in recent quarters. Moreover, a massive addressable revenue opportunity in the range of $60 billion to $90 billion suggests that it is at the beginning of a solid growth curve. Not surprisingly, even Qualcomm (NASDAQ: QCOM) wants a piece of this lucrative opportunity, and it has just made a move that could help it make a dent in the custom AI chip market. Qualcomm has just announced that it is set to acquire British chip company Alphawave Semi for $2.4 billion with the aim to "further accelerate, and provide key assets for, Qualcomm's expansion into data centers." Alphawave's technology will allow Qualcomm to integrate high-speed connectivity into its AI chip platforms to enable rapid data transfer, which will in turn lead to higher computing performance and reduced power consumption. Qualcomm believes that Alphawave's "products form a part of the core infrastructure enabling next generation services in a wide array of high growth applications, including data centers, AI, data networking and data storage." The chipmaker announced last month that it is set to reenter the data center market. The company is reportedly developing a custom AI chip platform using its Oryon central processing unit (CPU) and Hexagon neural processing unit (NPU) processors, which it claims are capable enough to meet AI inferencing workloads in data centers. The latest acquisition is another piece of the puzzle as Qualcomm gears up for the launch of a data center-focused chip platform. The company has already announced that it is partnering with Saudi Arabia-backed AI venture HUMAIN to build AI data centers in that country, suggesting that Qualcomm could get a foot in the door and eventually make its presence felt in the huge custom AI processor market. Importantly, there is space for another player in this market which is currently dominated by Broadcom with an estimated share of 70%. Marvell Technology controls the rest of this market. So, if Qualcomm can develop a cutting-edge product, it could end up becoming the third player here. That could give its business a big boost in the long run, considering the end-market opportunity on offer. Qualcomm currently gets its revenue from selling chips that go into three product lines -- handsets, automotive, and the Internet of Things (IoT). All these segments are benefiting from the proliferation of AI. This explains why Qualcomm's top line in the second quarter of fiscal 2025 jumped 15% year over year to $10.8 billion, while adjusted earnings shot up 17% year over year. The adoption of AI across these three markets is set to grow at a healthy pace. For example, AI adoption in the automotive market could grow at an annual rate of 37% over the next decade, while generative AI shipments are expected to increase at an annual rate of 78% through 2028. If Qualcomm is able to add another growth driver to its portfolio in the form of data centers, it won't be surprising to see it growing at a stronger pace in the long run. That's why buying Qualcomm stock right now could turn out to be a smart thing to do, as it is trading at just 15 times trailing earnings. Before you buy stock in Qualcomm, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Qualcomm wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $657,871!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $875,479!* Now, it's worth noting Stock Advisor's total average return is 998% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Qualcomm. The Motley Fool recommends Broadcom and Marvell Technology. The Motley Fool has a disclosure policy. This Incredibly Cheap Artificial Intelligence (AI) Chip Stock Wants to Become the Next Broadcom was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Phone Arena
2 days ago
- Phone Arena
Fresh leak reiterates significant performance boost for Snapdragon 8 Elite 2
Qualcomm's next flagship chipset, Snapdragon 8 Elite 2, is still a few months away probably, but its benchmark scores have already appeared online. Based on these scores, the Snapdragon 8 Elite 2 will offer consistent improvements across the board. Reputable leaker Digital Chat Station 'confirmed' that the Snapdragon 8 Elite 2 will indeed provide a significant boost in performance compared to the previous generation of Qualcomm's flagship chipsets. According to DCS, Qualcomm plans to implement major upgrades in both CPU and GPU performance. The company's self-developed Oryon CPU architecture provides a nearly 30 percent performance boost, while the multi-core and GPU (graphics processing units) upgrades are also very noticeable. Single core performance score: 4,000+ — up from 3,100+ Multi core performance score: 11,000+ — up from 9,800+ The Chinese tipster also says the Snapdragon 8 Elite 2's Adreno 840 GPU scores very high in benchmarks too. Although they don't give away any numbers, we do have some benchmark results that date from May 2025. Adreno 840 GPU clock speed of 1.35 GHz — up from Adreno 830 1.1 GHz Based on previous reports, the Snapdragon 8 Elite 2 is expected to feature a 2+6 architecture with the highest CPU running at up to 5GHz, while other cores will have a base frequency of 4.4GHz. Qualcomm's upcoming chipset will be build using TSMC's third-generation 3nm hasn't yet confirmed when the Snapdragon 8 Elite 2 will be announced, but the US chip maker will kick off the 2025 Snapdragon Summit on September 23, so we expect its flagship chipset to be unveiled during the event. MediaTek's Dimensity 9500 might steal Qualcomm's thunder | Image credit: PhoneArena Unfortunately, even though the Snapdragon Summit is scheduled to take place in just three months from now, MediaTek is rumored to bring its new Dimensity 9500 chipset on the market slightly earlier. The same Digital Chat Station revealed earlier today that MediaTek's flagship chipset will arrive before Qualcomm's, although they didn't offer any way, it's clear that we'll have multiple flagships coming out in the second half of the year rocking both companies' flagship chipsets. We already know that Xiaomi 16 is likely to use Qualcomm's Snapdragon 8 Elite 2 processor, while phones like Oppo Find X9 and Vivo X300 will embrace MediaTek's new flagship chip, the Dimensity 9500.
Yahoo
5 days ago
- Yahoo
Snapdragon X2 Elite leak teases a monster 18-core chip with 64GB RAM
When you buy through links on our articles, Future and its syndication partners may earn a commission. Just when we thought Qualcomm's Snapdragon X Elite was its boldest move, a fresh leak suggests the company's next chip is gearing up to break records. The newly uncovered Snapdragon X2 Elite variant, reportedly codenamed SC8480XP, boasts a whopping 18-core CPU configuration and up to 64GB of LPDDR5X RAM — the highest we've ever seen in Qualcomm's Windows-on-ARM efforts. The leak, which comes via a test platform uncovered by @KOMACHI_ENSAKA and reported by TechPowerUp, indicates that Qualcomm may be preparing a chip powerful enough to blur the line between ARM laptops and high-end desktops. According to the leak, the X2 chip packs 18 Oryon V3 CPU cores, a 50% jump from the already formidable 12-core Snapdragon X Elite. That means more threads, better multitasking, and higher headroom for compute-heavy apps like video editing and local AI inference. The core architecture itself has evolved. Qualcomm's third-gen Oryon design, derived from the server-class NUVIA Phoenix cores, is expected to deliver up to 30% better single-thread performance, with even bigger gains in multi-core workloads. That puts Qualcomm squarely in the fight with AMD and Intel's most efficient silicon. But the spec sheet doesn't stop at core counts. Testing configs are reportedly running with up to 64GB of LPDDR5 RAM, representing a full 2x increase over current X Elite laptops. Qualcomm is also moving toward a System-in-Package (SiP) approach, directly embedding RAM and storage onto the processor. It's a move that echoes Apple Silicon but goes one step further, minimizing latency by eliminating external buses. There is a catch, though: SiP means that memory (and possibly storage) is integrated into the chip itself, so you won't be upgrading anything. What you buy is what you get. What's interesting here is that the X2 Elite is being tested with full-blown desktop cooling solutions, including a 120mm all-in-one liquid cooler. That's not standard issue for a thin-and-light laptop; it's desktop-tier gear. And it suggests that Qualcomm may be prototyping desktop or high-TDP laptop configurations. This would mark a significant departure from Qualcomm's previous strategy, which focused on ultra-portables and long battery life. It now seems that the company wants to scale ARM performance into new product classes, potentially rivaling Apple's M-series desktops and AMD's Strix Halo APU for creative workloads and local AI inference. It's worth noting that these tests are reportedly being conducted internally, and it's unclear whether such high-TDP devices will ever hit shelves, but the fact that Qualcomm is even testing them speaks volumes. It's also worth noting that Qualcomm might be positioning itself to compete more aggressively in the high-performance laptop segment, with the increased core count and memory support potentially making Arm-based laptops more appealing to power users. Regardless of how impressive the chip sounds, Windows on Arm still has work to do. Compatibility and optimization remain sore spots, even despite Microsoft's recent Copilot+ PC initiative and more OEMs embracing Snapdragon silicon. Qualcomm's hardware might be catching up or even surpassing Apple and Intel on paper, but real-world performance will depend on software doing its part. There's also the matter of timing. Qualcomm is expected to unveil new Snapdragon X-series chips at its Snapdragon Summit 2025, scheduled for September 23-25 in Hawaii. It's unclear whether the 18-core X2 Elite will headline that event, but when Laptop Mag spoke to Qualcomm leaders at Computex in May, all questions about the X2 were met with "come to Snapdragon Summit." If leaks are true, the 18-core Snapdragon X2 Elite might just be Qualcomm's most aggressive move yet. With 64GB RAM support, an ultra-dense integrated design, and desktop-class cooling in test environments, the question now is whether the ecosystem — apps, drivers, and thermal envelopes — can keep up with the silicon. If it can? ARM might finally be ready to challenge x86 where it hurts. Qualcomm has another Snapdragon lawsuit in the works: Here's what you need to know. Make AI videos for free with OpenAI's Sora in Microsoft Bing The forces urging you to update to Windows 11 are growing — but are things as dire as they appear?
Yahoo
05-06-2025
- Business
- Yahoo
Qualcomm has another Snapdragon lawsuit in the works: Here's what you need to know.
When you buy through links on our articles, Future and its syndication partners may earn a commission. Qualcomm is in yet another legal standoff, this time on the smartphone side of the Snapdragon brand. Qualcomm recently won most of its defense case against Arm over the Snapdragon X Elite chipsets, with a second suit (this time brought by Qualcomm) slated to hit the courts next year. Per PhoneArena, this new suit against Qualcomm was brought by Collabo Innovations. Collabo is a wholly-owned subsidiary of WiLan, a company that states it is "critical to protect innovative technology by creating patents that describe and claim the innovative concepts." A Google search of Collabo Innovations primarily results in information about lawsuits it has filed for patent infringement. This suit by Collabo against Qualcomm pertains to patented technology that Collabo acquired from Panasonic. Whether you're invested in the Snapdragon name on laptops or phones, there's reason to watch for legal news involving Qualcomm. But, before you get too concerned, here's what you need to know: Collabo's suit against Qualcomm hinges on a microcontroller on Snapdragon chips that handles the system's shutdown process. The lawsuit's outcome could affect how Qualcomm makes all of its phone and tablet chipsets in the future. The vast majority — estimates range between 95-97% — of patent suits are settled, often with the defendant paying royalties or a sum of damages to the aggrieved party. Or those cases are settled before they go to trial with a monetary agreement between both companies. However, that's not been Qualcomm's style as of late. Qualcomm recently requested that the judge dismiss Collabo's suit, but this request was deemed premature for this particular case. A representative for Qualcomm clarified to PhoneArena, stating, "The court's order is an early procedural step that doesn't address the ultimate merits of the case. We look forward to briefing the issues again at a later time, as suggested by the court." It appears Qualcomm intends to see the suit thrown out, even with extra steps involved in the process. Qualcomm and Arm went to trial in December 2024, with Arm alleging Qualcomm had violated its licensing agreement by using the Oryon CPU cores in the Snapdragon X Series of PC chipsets, and that Qualcomm violated its agreement with Arm by puchasing a tech startup called Nuvia in 2021. The jury ruled in favor of Qualcomm on these two points of contention. Arm also alleged that Nuvia also violated its licensing agreement with Arm by providing those CPU designs to Qualcomm after Qualcomm acquired the startup in 2021. This was the question that left the jury hung and would likely not be resolved as Nuvia no longer exists as a separate entity. The Lenovo Yoga Slim 7x balances price and performance with a stylish design and strong battery life, making it a great all-around consumer laptop and a satisfying introduction to the new realm of Copilot+ PCs. Our Review: ★★★★½View Deal Qualcomm is bringing a countersuit against Arm that will go to trial in early 2026, alleging Arm launched a campaign against Qualcomm to stifle competition and impede innovation. That filing was recently amended to accuse Arm of misrepresenting itself, as Arm confirmed under oath that it is merely a chipset design firm, and not a "chipmaker." However, recent rumors of Arm launching its own chips have brought that claim under scrutiny. Qualcomm's legal battle against Collabo Innovations is still in its early days, but it seems unlikely the outcome would prevent Qualcomm from continuing to manufacture the Snapdragon 8 chipsets that power flagship Android phones and tablets like the Samsung Galaxy S25 Ultra. Worst case, Snapdragon phones and tablets could become a bit more expensive. But that's more likely to be caused by the US foreign manufacturing tariffs rather than a legal standoff. The state of Qualcomm's Snapdragon X Series of laptop and miniPC chipsets is protected by the outcome of the first trial with Arm. Which means Qualcomm can go ahead with the Snapdragon X Elite Gen 2 launch currently slated for early next year. Qualcomm is expected to announce the second generation of Snapdragon X computer chips at Snapdragon Summit this fall. While this does leave Qualcomm with an almost two-year gap in generations, the company is "not worried about competitors." Qualcomm gambled on repeating its own ads at Computex, but did it pay off? Qualcomm's Computex event is all about AI. Is that a mistake? Microsoft may give Copilot a literal face with Live Portraits in its push for personal AI Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Forbes
20-05-2025
- Business
- Forbes
Nvidia Takes Major Step To Leverage Its Rack-Scale Ecosystem
Jensen Huang announces NVLink Fusion at Computex in Taiwan. While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can't replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a new AI ASIC like the Meta MTIA accelerator, without redesigning and building everything from scratch. The key to the gate of this walled garden is NVLink, which no non-Nvidia CPU or GPU/ASIC supports today. Thats about to change, with huge potential ramifications. (Nvidia is a client of Cambrian-AI Research). Nvidia CEO and Founder Jensen Huang announced NVLink Fusion during his keynote at Computex in Taiwan. NVLink Fusion enables others to integrate custom technology into the Nvidia ecosystem. Nvidia will provide the IP for the chip-to-chip NVLink technology. As hyperscalers are already deploying full NVIDIA rack solutions, this enables them to deploy their own silicon while standardizing around a single scalable hardware infrastructure. With the rich ecosystem of NVIDIA infrastructure partners, NVLink Fusion adopters benefit from the ease of deploying and managing at scale. The NVLink Fusion allows hyperscalers to incorporate their own CPU or ASIC within the NVL72 ... More infrastructure. UALink is the open, industry-standard alternative being developed by a consortium to deliver near-NVLink levels of perforamance for non-Nvidia solutions. AMD or Intel will still need to use the new standard UALink to build rack-scale solutions, unless they want to cede control to Nvidia. And they don't. But Meta or perhaps Amazon, for example, may just want to deploy their own CPU or ASIC for internal workloads. Thet can now engineer the new NVLink Fusion IP into their next generation chip and be able to utilize the Nvidia infrastructure. Of course, software is another story; CUDA won't work on their accelerators, but they've already built the libraries needed to run AI well on those devices. The list of silcon providers adopting LVLink Fusion right now is short, but includes Qualcomm and Fujitsu as inaugural partners. Qualcomm (also a client of Cambrian-AI Research) plans to incorporate the NVLink Fusion IP into a future generation of its Oryon CPU, taking Oryon back to the data center as Nuvia had originally intended prior to the Qualcomm acquisition. Talking with Durga Malladi, Qualcomm SVP and GM, Technology Planning, Edge Solutions and Data Center, I learned that a future generation of the Qualcomm Cloud AI100 will also support NVLink Fusion. The initial focus will be for inference processing. It is highly likely that the deal announced last week with Humain AI in Saudi Arabia will combine Oryon and CloudAI accelerators. Fujitsu will add support for NVLink to its A64FX Arm-based processor, which is used in the Fugaku Supercomputer, currently #4 on the Top500 lists. Clearly, this move enables partners to semi-customize the Nvidia rack-scale architecture with partners' own semiconductors and get to scale much more easily. Nvidia doesn't usually build something customers are not asking for. And the sheer scale of AI supercomputer infrastructure is a challenge for anyone to build from scratch; Google has certainly spent many tens of millions of dollars to build out the infrastructure for their TPU supercomputers. If other hyperscalers and supercomputer centers decide to forgo that expense, and use NVLink as their backbone, UALink will have a more difficult road ahead, and Nvidia will have another competitive differentiator that will be hard to beat.
