Qualcomm and Arm Head to Trial Today. How The Longtime Chip Partners Wound Up in Court. -- Barrons.com

Barron's7minutes ago

Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm

Seeking Alpha21:37

Chip licensing disputes escalate as Qualcomm (QCOM.US) and Arm (ARM.US) go to court.

Qualcomm (QCOM.US) and Arm Holdings (ARM.US) will confront each other in court this week over a licensing agreement related to Arm's intellectual property.

Zhitong Finance20:25

Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.

From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.

Zhitong Finance18:37

Arm, Qualcomm Head to Court Over Chip Design License Dispute

Seeking Alpha17:56

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

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