Stefan Mileschin

Analysis: Now has an in house custom CPU

Nuvia is a promising two-year-old startup with the outstanding possibility to disrupt the custom ARM-based CPU market. As of yesterday, Qualcomm has agreed to acquire them for around $1.4 billion.

Qualcomm is enjoying some of its most successful periods for a while. Major litigations such as the one with the FTC are in the past, 5G is being accepted, and at a fast-growing rate, they just launched a new very fast Snapdragon 888 for high-end phones and has spread 5G phones to its entry-level Snapdragon 400 5G series. Automotive is ramping up, IP and licensing are thriving, Apple is again a big 5G modem customer, and its PC and networking business unit have momentum. On top of that, for most of 2020, the stock showed significant growth.

Ever since Apple announced its M1 and people got to test it, it was clear that Cortex won't cut it anymore. Either ARM has to significantly up its game, or everyone outside Apple will end up having a significantly inferior ARM-based power-aware core.

Apple’s M1 marketing is based on incredible amounts of misrepresented claims and bollocks, but it shows significant potential, and that is what prompted companies like Qualcomm to react.
https://fudzilla.com/news/pc-hardwar...acquires-nuvia