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Despite global chip shortage, Qualcomm up 63% y-o-y in Q1

Qualcomm's fiscal 2021 is off to a strong start with company executives reporting this week that first quarter revenues are up 63% year-over-year to $8.2 billion. The company has seen its 5G strategy play out "largely as expected," according to CEO Steven Mollenkopf, with...

5G modems more than doubled during 2020, according to GSA report

GSA President called the figures 'encouraging' According to the Global mobile Suppliers Association’s (GSA) newest 5G chipset report, the number of discrete 5G modems more than doubled during 2020, and number of 5G processors increased ninefold. The report indicated that 29 commercially available 5G mobile processors/platforms...

Samsung considers $10 billion US-based chip manufacturing plant

The Texas chip manufacturing plant would produce 3-nanometer processors Reports indicate that Samsung's semiconductor manufacturing arm is considering an approximately $10 billion investment in a fab in Texas that would produce chips on a 3-nanometer (3nm) process. This wouldn’t be the company’s first Texas plant....

Intel claims 40% share in 5G infrastructure silicon

Incoming CEO Pat Gelsinger sees major new revenues from combination of 5G and distributed computing During what would've been Mobile World Congress 2020, which was ultimately scrapped due to the then-still-emerging COVID-19 pandemic, Intel laid out its thinking around 5G--a $25 billion silicon opportunity by...

Qualcomm to buy Nuvia for $1.4b, with an eye toward next-gen computing

Qualcomm Technologies has agreed to buy high-performance silicon start-up Nuvia for about $1.4 billion, in a move that Qualcomm says will deliver "step-function improvements in CPU performance and power efficiency to meet the demands of next-generation 5G computing." Qualcomm has big plans for Nuvia's CPUs,...

Cristiano Amon taking top spot at Qualcomm effective June 30

CEO Steve Mollenkopf retiring after 26 years with Qualcomm Qualcomm's Board of Directors unanimously selected company President Cristiano Amon to take over the CEO position from Steve Mollenkopf effective June 30, the company announced today. Amon started working at Qualcomm in 1995. Mollenkopf has been...

Qualcomm’s Snapdragon 480 chipset brings 5G to low-end phones

The Snapdragon 480 supports millimeter-wave and sub-6 5G Qualcomm has kicked off the new year by announcing the Snapdragon 480, its first 5G chipset designed for affordable handsets that fall somewhere in the $200 price range. Lower-priced phones with 5G capability haven’t been all the rage yet...

Demystifying the semiconductor technologies that drive the tech industry forward, Part 1 (Analyst Angle)

The tech industry has seen a blistering pace of innovation and market dominance. Global equity markets are swayed by how Apple, Amazon, Google, Facebook, Microsoft, Netflix, Intel, Nvidia perform. Seven out of the top ten companies in S&P500 and three out of the top...

Snapdragon 888 brings new 5G carrier aggregation capabilities

Imaging, gaming and AI get big boosts with Snapdragon 888 On the second day of its Qualcomm Snapdragon Tech Summit, company reps provided deep dives into key aspects of the forthcoming Snapdragon 888 5G Mobile Platform, giving a glimpse into some of the features Android...

Qualcomm unveils new premium-tier Snapdragon 888 5G Mobile Platform

Snapdragon 888 ready for global 5G with support for sub-6 GHz, mmWave, non-standalone, standalone, 5G carrier aggregation, Dynamic Spectrum Sharing In lieu(au) of hosting its annual Snapdragon Tech Summit in Maui, Qualcomm today took the event virtual, unveiling its upcoming premium-tier Snapdragon 888 5G Mobile...

Well, technically… 28% of US households have at least one connected device: Amanda McGregor, NXP (Ep. 19)

Director of Product Innovation at NXP Semiconductors Amanda McGregor discusses the impact on energy consumption of the growing popularity of smart devices in our homes and what can be done on the hardware level to ensure device optimization.

To ease US sanction pressure, Huawei sells consumer smartphone brand

The Huawei consumer business has been under "tremendous pressure” Huawei has confirmed that it has made an agreement to sell its consumer smartphone brand Honor and related business, in a move that has been hinted at since continued U.S. trade restrictions have put substantial constraints...

Qualcomm allowed to sell 4G chips to Huawei despite trade restrictions

Qualcomm is just one chip maker of many hoping to receive exemption from the Huawei ban The U.S. government has granted permission for Qualcomm to sell 4G handset chips to Huawei. The news, confirmed by Qualcomm to Reuters, represents a slight exemption to U.S. trade...

Taiwan Semiconductor Manufacturing’s board approves U.S. subsidiary

Taiwan Semiconductor Manufacturing (TSMC) said that its board had approved an investment to set up a wholly-owned subsidiary in Arizona with an overall capital of $3.5 billion, according to a report by Reuters. The investment is part of the plan that the chipmaker announced in...

Qualcomm CEO calls 2020 an ‘extraordinary year’ as company reports huge Q4

RF front-end business sees significant year-over-year gains with global mmWave investments creating growth tailwinds Reporting its fourth quarter and fiscal year 2020 results on Wednesday, Qualcomm Incorporated CEO Steve Mollenkopf reflected on an “extraordinary year” both in terms of transitioning the company’s 40,000-plus workforce to...

AMD expanding TAM with $35 billion Xilinx acquisition

Xilinx looking to grow its role in mass 5G network deployments Santa Clara, Calif.-based AMD, which specializes in high-performance CPUs and GPUs for data centers and PCS as well as gaming SoCs, today announced a "definitive agreement" to acquire Xilinx in an all-stock deal worth...

Huawei’s revenues grow 9.9% year-on-year in Jan-Sep

  Huawei reported revenues of CNY671.3 billion ($100.5 billion) for the first three quarters of the year, an increase of 9.9% over the same period last year, the company said in a release. In the same period the previous year, the vendor had recorded a revenue...

Qualcomm’s new RAN chipsets to accelerate migration toward Open RANs (Analyst Angle)

Earlier this week, Qualcomm announced new chipsets for Virtualized Radio Access Network (vRAN) and open networks, adding to its existing small cell chipset product line (Qualcomm 5G Radio Access Network (RAN) for small cells). Specifically, the announcement focused on the following domains: The Qualcomm...

Qualcomm goes big on 5G infrastructure platforms

Nokia taps Qualcomm 5G RAN platform for indoor Smart Node base stations Continuing its momentum in supporting 5G infrastructure, Qualcomm Technologies Inc., today announced a "full portfolio of 5G infrastructure semiconductor platforms," including support for macro base stations supporting massive MIMO arrays and "micro base...

Nokia and Tampere University partner to develop 5G chipsets

  Nokia has partnered with Tampere University in Finland, to establish a "center of excellence" to enhance the development of System-on-Chip (SoC) custom processors for Nokia's ReefShark chipset portfolio. The partnership, which will be based at the university campus, aims to accelerate the introduction of the...

Huawei has enough stock of chips for its telco business: rotating chairman

  Chinese vendor Huawei Technologies currently holds sufficient stock of chips for the company’s network equipment businesses to overcome supply chain obstacles raised by U.S. sanctions, rotating chairman Guo Ping said during a media rountable at Huawei Connect event in Shanghai, China. The executive also noted...

Intel secures license to continue supplying products to Huawei: Report

  Intel has secured licenses from U.S. authorities to continue supplying certain products to Chinese vendor Huawei, Reuters reported, citing an Intel spokesman. According to the report,  the licenses are now required to make a transaction with Huawei or a listed affiliate involving any equipment using...

Xilinx takes on Open RAN with telco accelerator card for O-DUs and vBBUs

Xilinx previously tapped by Telefónica in its push for massive Open RAN deployments This week San Jose-based Xilinx announced it's shipping a T1 Telco Accelerator Card designed for 5G Open RAN networks with a specific focus on simplifying Open RAN fronthaul termination at an open...

Chinese state media outlet calls NVIDIA’s Arm purchase ‘disturbing’

China appears to have jitters that the newly announced $40 billion acquisition of Arm by U.S.-based NVIDIA could put its semiconductor industry in peril, and the deal could mean that Arm's traditional neutrality on the companies it works with could be undermined by the...