QCOM 高通 · Qualcomm

別名

繁中

高通

English

Qualcomm

近 30 日相關文章（30）

• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• Why AI Infrastructure must evolve for Agent Experience — Akshat Bubna, Modal CTO · 2026-07-08 · Latent Space (swyx)
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies · 2026-06-04 · Stratechery by Ben Thompson

歷次 thesis 中的出現

• 2026-07-06
  • 觀察終端 AI 推理需求若被 thin client 取代，邊緣 AI 布局價值稀釋。
• 2026-04-30
  • 觀察Arm 自製 CPU 直接競爭授權客戶，h-001「去 Arm 化」替代計畫啟動時間為 18 個月，需追蹤 QCOM 下一代 Snapdragon 架構聲明
• 2026-04-28
  • 觀察Arm自製CPU若成功切入數據中心，將壓縮Qualcomm在Arm生態中的差異化空間，授權條款重談風險升高
• 2026-04-27
  • 觀察Arm 作為授權客戶轉競爭對手的結構矛盾已實質化，h-001 去 Arm 化啟動時間點是 QCOM PC 策略的關鍵變數
• 2026-04-26
  • 空Arm 自製 CPU 直接競爭 agent 場景，arm-ip-licensing-to-chip-maker-shift h-001 授權客戶衝突風險對 QCOM 授權費結構構成直接威脅