
Who won that socket that Qualcomm lost
Any guesses as to who won the socket that Qualcomm lost?

This to me seems like it’s about PCs, the way he says socket and of course it’s Charlie. Wonder if Intel won some laptop from Dell (but that doesn’t make sense, XPS is Intel exclusively), maybe MediaTek? But Intel in some low power domain makes sense.
The phrasing however is odd.
“SemiAccurate wasn’t expecting this name to pop up on the list but it makes sense given the company’s ambitions.”
Nvidia or MediaTek to me seem most likely from this phrasing.
Reflexively from the title alone I would think this is about Lunar Lake or ARL beating Qc, but I wouldn’t bet on it, and feel it may be one of those two above. It is about mobile PC’s though imo.