As we report on page 7, Qualcomm is back. Grudgingly, maybe. Tentatively. But yes, it’s back. Reporters talk. So do analysts.
Anyone who attends a media event in the technology space does their own reporting, draws their own conclusions. And we all shared the same experiences in a small bubble on Maui. But yes, a few years of struggling to convince the world that Windows on Arm (Qualcomm) could work, Qualcomm seems to be back on track in laptops, thanks to the Oryon CPU and the Snapdragon X Elite chip.
This matters. For generations, Qualcomm overpromised and underdelivered. Reporters (I, among them) headed to Maui with concerns that it would happen yet again.
Three things changed that. One, the numbers. Qualcomm projected a sense of confidence in eye-popping numbers that could double Intel’s performance in various categories. Yes, there are caveats: Intel’s 14th-gen Core chips aren’t out yet, and the Snapdragon X Elite won’t blow its
