NXP has acquired Port GmbH to integrate industrial protocol software into its processors – as the Dutch firm seeks to assert control over the most critical point in the industrial IoT value chain: the edge.
In sum – what to know:
Strategic edge play – chip...
For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure
In sum – what to know:
Intel spins off networking unit – Intel is creating a standalone company from its Network...
Tesla’s next-generation AI6 chip will be produced at Samsung’s new semiconductor fabrication plant in Taylor, Texas
In sum – what to know:
The A16 chip - Tesla has committed $16.5 billion to Samsung Electronics for production of its next-gen AI6 chip, a critical component for its...
CEO C.C. Wei says TSMC is "trying very hard to narrow the gap" between supply and demand for AI chips
Taiwan chip giant TSMC reported profits that leaped more than 61% year-over-year, driven largely by the demand for chips to fuel artificial intelligence and high-performance...
The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division
In sum – what to know:
AI R&D hub – The U.S. chipmaker opened a new AI research center in...
Alphawave acquisition is "complementary" to Qualcomm's CPUs and NPUs, CEO says
Qualcomm is taking aim at the data center chip space, seeking to bolster its assets with the acquisition of data center chip specialist Alphawave Semi in a transaction that values the latter company...
With Nvidia, Saab and Leonardo onboard, the Nokia-led Proactif project targets autonomous infrastructure protection across energy, transport and telecom
Nokia has been selected to lead a major European Union-funded initiative aimed at using drones and robotics to monitor and protect critical infrastructure across the...
Synopys and Ansys' merger will go forward on the condition that some assets are divested to Keysight Technologies
Semiconductor design company Synopsys is facing headwinds, as new trade restrictions from the Trump administration have forced the semiconductor design company to stop sales to China.
The...
U.S. export controls cost Nvidia billions, but a pivot to sovereign AI and surging infrastructure demand helped deliver a $44.1B quarter
Nvidia reported a record-breaking fiscal first quarter of 2026 (for the quarter ending April 28, 2025), reaffirming its dominance in the AI chip market...
At Computex, NVIDIA announced NVLink Fusion to enable “semi-custom” AI data center compute architectures; Fujitsu and Qualcomm named as launch CPU partners
The world of AI infrastructure, particularly the underlying silicon that powers so-called “AI factories,” is an increasingly competitive space. NVIDIA obviously holds pole...
The agreement between Qualcomm and Aramco Digital was formalized during the Saudi-US Investment Forum in Riyadh
In sum – what you need to know:
Qualcomm and Aramco Digital join forces on industrial edge AI – The pair will co-develop AI-powered industrial IoT solutions using Qualcomm’s hardware...
Arm reported record financial results for Q4 2025, but cautious guidance for the upcoming quarter rattled investors
Arm Holdings plc reported record financial results for the fourth quarter and fiscal year ended March 31, 2025, hitting several key milestones in revenue and profitability. However, its...
MediaTek reported consolidated revenue of approximately $4.7 billion USD, an increase of 11.1% from the previous quarter
MediaTek reported its Q1 2025 earnings on April 30 — Here are some of the top takeaways:
1. Revenue up, but margin and profit growth more limited
MediaTek reported consolidated revenue...
The automotive segment — a key growth driver for Qualcomm — was up 59% quarter-over-quarter
Qualcomm CEO Cristiano Amon took the top-job with the San Diego, Calif.-based firm on June 30, 2021. The hallmark of his tenure has been to leverage Qualcomm’s core expertise in...
As U.S. chips export restrictions tighten, Asia's semiconductor ecosystem is racing to adapt — with homegrown alternatives, material innovation and policy navigation taking center stage
Chinese vendor Huawei is preparing to mass ship its new 910C AI chip to domestic clients, in what could become...
The move by the Government of Korea follows reports that U.S. President Trump intends to soon unveil new tariff rates on imported semiconductors
In brief – why this matters
–South Korea has unveiled a massive KRW 33 trillion ($23.25 billion) semiconductor support plan amid rising U.S....
As agentic AI gains traction, chipmakers like MediaTek are building for a future where devices anticipate and execute complex tasks autonomously
This week, MediaTek announced the Dimensity 9400+, the latest addition to its flagship Dimensity chipset family. Designed for next-gen Android devices, the system on...
Qualcomm is calling out Arm for what it sees as a major shift in strategy
Qualcomm has filed complaints with the U.S. Federal Trade Commission, the European Commission and the Korea Fair Trade Commission, alleging that Arm is abandoning its long-standing open licensing model in...
In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector
xAI expands Memphis presence with major property acquisition
Elon Musk’s xAI has acquired a one-million-square-foot property in Southwest Memphis. This expansion follows the December 2024 announcement of...
Verizon is using Qualcomm’s RIC platform to support an AI-powered energy-saving app from Samsung
Verizon, in a major Open RAN move, announced today it is using the Qualcomm RAN Intelligent Controller (RIC) from the vendor's new brand Dragonwing — also announced today — in combination...
The new Dragonwing brand includes Qualcomm’s embedded and industrial IoT, and cellular and networking infrastructure portfolios
Qualcomm today announced a new brand, Dragonwing, for its industry-facing (non-consumer) solutions, including for embedded and industrial IoT, and cellular and networking infrastructure. Qualcomm Chief Marketing Officer Don McGuire,...
For operators, Xeon 6 with performance cores supports vRAN acceleration and edge AI use cases
As Intel goes through a leadership transition and rumors of a potential split between the foundry and products businesses make the rounds, the company made a major step in developing...
Microsoft said its new quantum chip leverages the world’s first topoconductor — a completely new class of materials
Microsoft this week introduced its first quantum chip. The chip, called Majorana 1, is powered by a new Topological Core architecture. Without getting too much into the weeds, topoconductor is...
Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores
Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis on low-power edge AI inference...
