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U.S. takes 10% stake in Intel in landmark deal

With this deal, the U.S. government has become Intel's largest shareholder In sum – what to know: Historic investment in Intel– The U.S. government is acquiring a 10% stake in Intel via an $8.9 billion deal, plus prior CHIPS grants, bringing the total federal support to...

Qualcomm unveils Snapdragon 7s Gen 4 for mid-range smartphones

The new Qualcomm chip promises AI, gaming, and camera upgrades for mid-range smartphones In sum – what to know: Modest performance boost, major gaming focus – Built on 4 nm with a Prime core up to 2.7 GHz, the chip delivers ~7% CPU/GPU gains and adds...

Treasury Secretary indicates federal interest in Intel stake

Bessent spoke on CNBC about turning Intel's CHIPS Act grants into a U.S. government stake in the company In sum – what to know: Taking a stake: Treasury Secretary Scott Bessent told CNBC that the U.S. government is considering converting billions of dollars of grants to...

Intel gains $2B SoftBank investment amid turnaround push

The investment from Softbank is equal to roughly 2% of Intel In sum – what to know: $2B vote of confidence – SoftBank will invest $2B in Intel, becoming its fifth-largest shareholder as the U.S. chipmaker struggles to regain ground in advanced semiconductors and foundry services. Intel...

US government to take 15% cut of AI chip sales to China

In sum – what to know: -Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for export licenses to be able to sell into the Chinese market. -Raise revenues: The deal...

NXP makes Industry 4.0 edge power-play with Port GmbH acquisition

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...

Ericsson reportedly in talks to invest in Intel’s networking spin-off

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...

Samsung scores $16.5 billion AI chip deal with Tesla

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...

TSMC surges on AI chip demand

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...

Qualcomm opens new AI R&D center in Vietnam

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...

Qualcomm to acquire Alphawave Semi for $2.4B, supercharging its data center pursuits

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...

Nokia leads EU project to protect critical infra with drones

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...

Synopsys suspends China sales; Ansys merger gets FTC nod

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...

Nvidia powers through China setback with record Q1 FY2026

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...

NVIDIA GPUs, Qualcomm CPUs — (semi) customizing AI data centers

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...

Qualcomm, Aramco Digital focus on edge AI for industrial IoT

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’s record Q4 underscores mission: ‘Ensure AI is everywhere and runs on Arm’

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...

AI, Wi-Fi, smartphones, tariffs: Four takeaways from MediaTek’s Q1

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...

Qualcomm continues to deliver on diversification strategy

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...

AI Infra Insights: Chips powering the AI boom

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...

Korea unveils massive $23.2B semiconductor support plan

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....

The future of on-device AI — What MediaTek’s new SoC tells us

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 accuses Arm of shifting to anti-competitive business model

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...

AI infra brief: From xAI, Oracle, Core Scientific and more

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...