Qualcomm's AI earbud chip reaches the cloud without a phone (2 minute read)
Qualcomm launched Snapdragon Sound Elite Gen 2, its first audio chip built for AI agents, with low-power Wi-Fi 6E so earbuds can reach cloud services without a phone. It claims up to twice the AI capability of the Snapdragon S7 Gen 1 in a package up to 30% smaller. Cleer showed a camera-equipped earbud concept that could answer questions about what the wearer sees.
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Apple and Qualcomm renew global patent licensing agreement (2 minute read)
Qualcomm and Apple have extended their global patent licensing agreement that was previously set to expire in 2027. The new deal will take effect on April 1. The companies did not disclose how long the renewed agreement will remain in effect. While Apple has not officially commented on its modem plans going forward, it is expected to eventually move away from Qualcomm modems altogether.
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US jury orders Apple to pay Taction $5.7bn over iPhone haptics patents (2 minute read)
Apple has been ordered to pay more than $5.7 billion to Taction Technology, a small haptics company, for infringing on two of its patents. The verdict is the largest patent award in US history. The jury found that Apple's Taptic Engine infringed on patents from Taction, but that Apple did not infringe on purpose. Apple has rejected the verdict and said it would appeal.
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Engineering and Applications
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China Moves Faster Than Korea in Glass Substrate Commercialization (5 minute read)
Chinese companies have moved first to commercialize glass substrates, building production lines and accelerating product manufacturing and customer qualification. Korea is taking longer to build production lines as companies are trying to validate each process before making investment decisions. China is building the equipment first, making the products, and then having customers evaluate them, so it is faster in terms of commercialization speed. The country has built its own ecosystem spanning display, printed circuit board, and equipment suppliers.
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Boston Dynamics Begins Robotics Testing at Hyundai Metaplant (2 minute read)
Boston Dynamics has opened a new robotics center at Hyundai Motor Group's Metaplant America. The company began pilot operations at the robotics center in June and recently transitioned to full operations. The center serves as a test bed and training center for integrating Boston Dynamics' Atlas humanoids across Hyundai's automotive factories. The companies hope to have the robots performing component assembly by 2030.
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Defeating Satellite Spoofing With Galileo's Encryption (3 minute read)
Satellite navigation systems are surprisingly vulnerable to a variety of attacks, ranging from jamming to more sophisticated spoofing attacks. Europe's Galileo GNSS system aims to fix this. The system produces a cryptographically secured position to prevent spoofing. While it is complicated, it works, and tests show that a stable lock can be achieved on the receiver even during spoofing. The method can, in principle, be extended to other GNSS systems.
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What Edge AI Could Do to GPU Resale Values (9 minute read)
A GPU just needs to lose enough of the business its next owner expected to serve for its value assumption to fail. Increasingly capable inference on phones and laptops threatens that business. Edge adoption weakens the case for treating cheap inference as a dependable floor under GPU residual values. Once local execution meets quality, latency, memory, and battery requirements, end users may no longer require data center compute.
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Covert Caches: The Way Predictor Edition (15 minute read)
Most tend to think of caches strictly in terms of capacity, and that suffices for most purposes. This post looks at chip designers' motivation for a way predictor. It looks at how they work, when the hardware misbehaves, how to detect issues, and workarounds.
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