Nonver : will AMD grow?

151743798 : Buy more etf, buy less semiconductors. You have already bought the leading semiconductor.

rennymc Nonver : Yes.

Money Thrill : Indeed, Snapdragon Elite X is  the "nose of the salmon".  Completely different PROCESSOR!
With much fanfare, Microsoft announced a new kind of computer at the end of May: the Copilot +- PC. It is equipped with an NPU with at least 40 Tops of computing power, which unlocks special functionality in the operating system. AI functionality of course, because it is 2024 and artificial intelligence must be incorporated into everything.
During the announcement, Microsoft showed off its own Surface hardware and there was something striking about it. It did not contain an INTEL or AMD processor as usual, but a SoC from Qualcomm. That's not just a different manufacturer, it's a completely different processor. Instead of the x86 architecture that AMD and Intel use, it is based on the Arm architecture [From Tweakers Europe].

103998930 : Buy more arm before it multiplies just like NVDA did for past years

103998930 : Of course

FrenchConnection : I would stay away from the market.  No money to add anyway.