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Submission + - Is Qualcomm the New AMD? Or the Next Intel?->

colinneagle writes: With the news that Qualcomm will take over the CES keynote spot previously held by Microsoft, it really became clear what a dominant player the company has become. Quietly, while no one was paying attention, it's become the second-most important semiconductor maker in the U.S.

It's a darned shame, but the writing is on the wall for AMD. The ATI graphics business is the only thing keeping it afloat right now as sales shrivel up and the company faces yet another round of staffing cuts. You can only cut so many times before there's no one left to innovate you out of the mess you're in.

Qualcomm, on the other hand, dominates this space, and it has the chips to back it up. The Snapdragon line of ARM-based processors alone is found in a ridiculous number of prominent devices, including Samsung Galaxy S II and S III, Nokia Lumia 900 and 920, Asus Transformer Pad Infinity and the Samsung Galaxy Note. Mind you, Samsung is also in the ARM processor business, yet it is licensing Qualcomm's parts. That’s quite a statement.

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Is Qualcomm the New AMD? Or the Next Intel?

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