YOU ARE AT:Chips - Semiconductor

BROWSING: Chips - Semiconductor

Intel sees four critical inflections: Hybrid cloud, AI/ML, 5G, and edge

Intel debuts 3rd generation Xeon scalable processor with telco SKUs tailored for the 5G era This week Intel announced its third-generation Xeon scalable processor which comes in SKUs that are optimized for use in telco networks that are becoming increasingly virtualized and disaggregated with proprietary,...

How compelling is Nvidia’s rationale for buying Arm? (Analyst Angle)

Right after the last Nvidia quarterly earnings release, Jim Cramer, host of CNBC Mad Money spoke to Jensen Huang, CEO of Nvidia regarding the deal with Arm. Most of his questions were softballs, but what caught my attention was Jensen’s comment that Arm was...

FTC will not petition US Supreme Court in Qualcomm antitrust case

The FTC believes that Qualcomm’s licensing practices demonstrate anticompetitive behavior In September 2020, the Federal Trade Commission (FTC) petitioned the U.S. Court of Appeals for the Ninth Circuit for a rehearing of the August 2020 decision of a panel of that court in siding with Qualcomm on...

Intel plans major fab investments in AZ

Intel plans to invest about $20 billion to build two new fab facilities in Arizona, bolstering U.S. jobs and the domestic semiconductor supply. Pat Gelsinger, Intel's CEO, discussed the fab investments and Intel's strategy in an online financial and business update on the company. He...

Harmful dominance in 5G computing if NVIDIA is allowed to acquire Arm (Analyst Angle)

SoftBank’s proposed sale of Arm to NVIDIA should be blocked. While there are major UK national interest concerns about this transaction, the threat and likelihood of severe anticompetitive effects are global and more fundamental. NVIDIA’s control over Arm will throttle the advance of other...

Snapdragon X65 at heart of Qualcomm’s new 5G FWA platform

Around one-third of the global population doesn't have access to the internet and some that do don't have reliable access. While cable and fiber could solve this, the economics of that aren't tenable. 5G is viewed as another candidate for expanding home internet access,...

Huawei CEO: New U.S administration unlikely to lift restrictions

Chinese vendor Huawei believes that it will be extremely unlikely that the new U.S. administration would lift the current restrictions imposed by former President Donald Trump, Huawei’s founder and CEO, Ren Zhengfei, said at a media roundtable. “I think it's very unlikely that the U.S....

Qualcomm X65 poised to push 5G to 10 Gbps

Qualcomm 4th generation 5G modem-RF system sampling now; device launches potentially coming this year For several days Qualcomm reps have been teasing new product announcements, asking "What's next in 5G?" The question was answered this morning with the announcement of the X65 5G Modem-RF System,...

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...