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Windows on Arm is not new; the first-generation Surface RT launched way back in 2012 with an Nvidia Tegra 3 processor. Since then, we’ve seen various other takes on Arm processors running on Windows, from the Surface Pro X with its Microsoft SQ1 SoC to a slew of laptops running Qualcomm’s PC-centric Snapdragon processors.
Now, we’re seeing an even more interest in the segment with Nvidia RTX Spark “Superchip” and the new Snapdragon C from Qualcomm. From all accounts, the RTX Spark targets the high end of the PC market with its 20-core Arm CPU, Blackwell RTX GPU, and 128GB of unified memory.
The Snapdragon C takes a different approach, instead aiming at the budget laptop segment. Laptops using Snapdragon C are expected to be priced as low as $300. However, that price point will be highly dependent on memory pricing, which remains a real pain point not only for OEMs, but also consumers looking to get the most bang for their computing buck. In fact, things have gotten so bad that even Intel has said that "something has to give” with memory prices.
Nvidia's RTX Spark could capitalize where Qualcomm's Arm-based efforts have not
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/computex-2026-day-one-wrap-up-arm-makes-a-bold-play-for-windows-pcs-pcie-6-0-ssds-are-coming-asus-embraces-black-and-gold-for-rog-20th#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.