Here Is Why Qualcomm's Entrance Into The Server Chipset Market Makes Sense

Earlier this year, Qualcomm announced plans to enter into a joint-venture with a Chinese province to enter into the server chip market. While a handful of ARM licensees that have tried venturing into this market have not been successful in the past, we believe Qualcomm is advantageously positioned to enter this market. We consider the following points as to why it makes sense for Qualcomm to enter this market: Large data-center opportunity: Qualcomm expects the addressable market size for data-c...