QUALCOMM is worth watching, page-40

Interesting article here on the dynamics of the QUALCOMM / ARM / MICROSOFT relationships past and present...........

https://www.xda-developers.com/qualcomm-exclusivity-deal-microsoft-windows-on-arm/

Qualcomm has always had a strong relationship with Microsoft (of course, it’s nothing compared to the relationship between Microsoft and Intel). If you look back at the Windows Phone era, Qualcomm chips were the only ones that were ever supported. In the modern era of Windows Phones, you won’t find a single one with anything but a Snapdragon chipset.

Between MediaTek’s Executive Summit and Qualcomm’s Investor Day, there’s been a very clear message that ARM SoC vendors absolutely believe that the ‘Wintel’ partnership is going to fade and that the transition to ARM isn’t just happening, it’s inevitable. Naturally, that means that all of these companies are going to want to be part of it when it opens up. Qualcomm has quite a head start though, given that it’s been doing this for a few years and on top of that, it’s going to start building its own custom silicon thanks to its Nuvia acquisition.