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in articleLONG
“I think if edge AI really becomes something widely adopted, Qualcomm has a very, very strong portfolio, and they could come up and dominate edge AI like they did communications for a good decade.”
@Semi Doped
Qualcomm is positioned to dominate edge AI by combining its low-power hardware portfolio with the newly acquired Modular software stack.
QCOMLONG@ $189.15
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“Obviously we're still going to want HBM, but now all of a sudden, maybe even more DRAM. And not even from a data center perspective, but when we're talking about bringing more data to the edge, roboti”
@Semi Doped
The memory sector faces massive structural demand as near-memory compute and edge AI applications require significantly more DRAM wafers.
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