One of the key messages from @Mediatek Analyst Day Summit—data center revs expected to grow from $1b in 2026 to multi $b in 2027. Partnerships w/ NVIDIA & TSMC key helping time to market edge. @CounterPointTR

@Qualcomm unveiled the X2 Elite Plus chip for AI PCs at #CES2026 today. Leading performance per watt and w/ 80 TOPs NPU which scales in its portfolio. In just 2 generations, over 150 design wins. @Microsoft on stage touting its AI chops for CoPilot performance. @CounterPointTR

Thanks @intel for the fab52 tour and latest on Panther Lake and Clearwater Forest. Details coming soon…#IntelTechTour @CounterPointTR

#AppleEvent about to begin in Steve Jobs theater. All the analysis coming! @CounterPoint

Big Motorola event! All details coming soon! ⁦@CounterPointTR⁩

@deutschetelekom / @TMobile DT shareclub event @MWC2025–DT wants to democratize AI and bring AI to the masses. Perplexity, Google, ElevenLabs, Piscart running on their devices. The REVVL phone in the US will be the ‘AI smartphone’ for subs. I sense some interesting un-carrier moves! @CounterPointTR

#Inseego announces 2 FWA products and first to design in X85 modem from @Qualcomm. FWA service providers excited to deploy. DL supports 400MHz 4xTDD, 1024 QAM. @CounterPointTR

#honorAlphaPlan @mwc2025 presentation clearly was focused on smartphone AI agents w/@Qualcomm & @Google on stage. The company also announced 4 products and $10b 5yr AI investment plan. See @CounterPointTR for details.

@samsung announcing the Galaxy S25 series using @qualcomm Snapdragon X Elite mobile platform, X80 modem-RF system, WiFi 7 FastConnect 7800 across all SKUs, all regions. #counterpointtr #galaxyunpacked

@CounterPointTR has a small team attending @samsung #galaxyunpacked2025. See all the videos, interviews, impressions of the announcements soon…

⁦@CounterPointTR⁩ had the opportunity to speak with MobileX founder, ⁦⁦@peter_adderton⁩ . A very unique marketing campaign was announced today @ces. This could be a very interesting disruption to watch within the US wireless market. Full interview/details to come.

@Siemens and @JetZeroAero touting new industrial headset powered by @Qualcomm aiding maintenance, manufacturing, and collaboration building the most advanced aircraft’s in the world. #CES2025 @CounterPointTR

Congrats Juho!

⁦@AMD⁩ key announcements: 5thGen Turin CPU, MI325 GPU, Pollara/Salina networking updates, AMD Ryzen 300 series (100+ design wins) and some cool new AI PC co pilot applications. ⁦@CounterPointTR⁩

⁦@Meta⁩ and ⁦@AMD⁩ partnership is strong. 1.5 million AMD EPYC CPU processors delivered to Meta. Llama 405b model runs exclusively on MI300 for all live traffic. ⁦@CounterPointTR⁩

⁦@AMD⁩ announces follow up chip to MI300 GPU. 40% better inference performance. AMD upped its AI chip forecast to $500b from $400b. Expectation is MI325 gains share. ⁦@CounterPointTR⁩

⁦@AMD⁩ unveils the new Turin CPU. The company has gone from 0 to 34% value share within data center space. 5th gen Turin: 150b transistors, 192 cores, 16 4nm chiplets. Key brag is 1 new server powered by AMD can replace 7 legacy servers. ⁦⁦@CounterPointTR⁩

⁦@LisaSu⁩ kicking off @amd #AI event. Key theme, AMD has the full portfolio to be the end-to-end AI leader in key verticals such as healthcare, industrial, auto, connectivity, PC and gaming. ⁦@CounterPointTR⁩

Hearing the latest CPU, GPU and AI PC solutions from ⁦@AMD⁩ at the Advancing AI 2024 event in San Francisco. Lisa Su and AMD management team will bring the details. ⁦All the details to follow. ⁦@CounterPointTR⁩