Chips – Semiconductor

Qualcomm reported that its automotive segment increased 35% year-over-year Qualcomm beat market expectations in Q2 2024, with the company expecting between $8.8 billion and $9.6 billion in sales. Net income during the quarter was $2.33 billion, or $2.06 per share, …

Combining Dell infrastructure and services with NVIDIA GPUs and software, operators can bring gen AI to bear across OSS, BSS, core and RAN Operators have access to a wealth of highly-contextualized data that, with the right approach, could be leveraged …

The order has dealt a blow to U.S. semiconductor firms Intel and AMD According to reports from The Wall Street Journal, China’s Ministry of Industry and Information Technology have told Chinese telecom operators that they must remove foreign chips from …

Intel says that the Gaudi 3 AI accelerator will deliver better performance than NVIDIA’s H100 — at a fraction of the cost At Intel Vision 2024, the company detailed its broad enterprise AI strategy that emphasizes open, scalable systems that …

Qualcomm will also expand its portfolio to address the safety, operating environment and mechanical handling requirements for industrial grade solutions Qualcomm Technologies has released a “breakthrough micro-power” Wi-Fi system-on-chip (SoC) for battery-powered IoT, plus new “AI-ready” IoT and industrial platforms …

The latest Dell Technologies PowerEdge XR8000 telco-grade servers feature the Intel 4th Gen Xeon Scalable Processors with optional vRAN Boost With RAN modernization in the U.S. ongoing, and significant investment ramping in Europe and other markets, operators are increasingly focused …

Casa Systems, Dell Technologies and Intel collaborate on a scale-up/scale-down approach to 5G core power management that doesn’t impact network performance Whatever the 5G use case is, one of the results for operators is the need to serve more throughput …

The Dell PowerEdge R7615 features AMD x86 cloud-native CPUs for telco cloud and network in power- and space-constrained environments At the recent Mobile World Congress in Barcelona, a primary theme was the accelerating cloudification of telco networks in the move …

Qualcomm demonstrates a novel approach to protect vulnerable road users, and wireless coverage prediction for consistent in-vehicle user experience The automotive segment has been a material growth driver as Qualcomm continues to execute on a broad diversification strategy. Solutions geared …

Qualcomm continuously delivering technology upgrades to its XR platform as glasses gradually become next-generation mobile compute devices The long arc of Extended Reality (XR)—a term that covers augmented, mixed and virtual reality—is toward standalone glasses and headsets that deliver mobile, …

The CHIPS Ac was passed in 2022 and set aside $59 billion to bolster semiconductor manufacturing and research in the US Intel is in line to receive up to $8.5 billion in grants from the U.S. federal government as part …

The new Qualcomm chip supports a number of GenAI large language models, including Meta’s Llama 2 and Google’s Gemini Nano Qualcomm continues to focus on generative AI (GenAI) with this week’s debut of Snapdragon 8s Gen, the second addition to …

With focuses from client to edge to RAN to core, Intel is all-in on AI for 5G Mobile World Congress was big for Intel. In the larger sweep of 5G network disaggregation and automation, Intel has already built out a …

39,997 feet above the Gulf of St. Lawrence—Still on the way home from Mobile World Congress, still trying to figure out Mobile World Congress. One thing I learned is that context and data are everything really if you’re looking to …

Qualcomm SVP Durga Malladi looks at 5G success stories to date, and discusses the AI-enabled future of telecoms In an wide-ranging interview ahead of Mobile World Congress with RCR Wireless News, Qualcomm SVP and GM of Technology Planning and Edge …

In its “State of AI in Telecommunications: 2024 Trends,” respondents tell NVIDIA telco AI solutions are already “improving both revenues and cost savings”  The subhead of this article pretty well tells the story: NVIDIA research based on a survey of …

The partnership combines Nokia RAN software and Layer 1 acceleration with NVIDIA CPUs for Layer 2 processing and GPUs for AI and vRAN acceleration Network equipment providers are rapidly working with partners to bring artificial intelligence (AI) capabilities to bear …

Projects in Vermont and New York include factory refurbishment The Biden administration has announced $1.5 billion in potential funding to support multiple semiconductor manufacturing projects in New York and Vermont. The Department of Commerce and GlobalFoundries have signed a non-binding …

Softbank founder and CEO Masayoshi Son wants to raise $100 billion for a new company focused on artificial intelligence microchips, according to Bloomberg. The venture, dubbed Project Izanagi, is aimed at setting up an AI chip company to complement Softbank’s …

Sigfox-parent Unabiz is working with Holtek Semiconductor to integrate Sigfox (“0G technology”) into the Taiwan-based design firm’s “ultra-cheap” BC68F2150 chipset. Unabiz said the initiative will bring “more energy-efficient and cost-effective” Sigfox-based IoT solutions to the logistics and supply chain sectors. …

Chip design company NXP Semiconductors has released two new lines of low-cost and low-power microcontroller units (MCUs) to support intelligent edge applications in industrial and industrial IoT gadgetry, plus in sundry smart-home and smart-city devices. The MCX A14x and A15x …

Qualcomm grew revenue 5% compared to Q1 2023 despite contraction in the IoT business Growth in its handset and automotive businesses led Qualcomm to first quarter 2024 revenues of $9.9 billion across its licensing and connectivity segments. The company reported …

Intel Foundry Services sees more than 100% growth in 2023 It was a mixed bag from Intel this week as the company reported fourth quarter financials. The client computing group (CCG) showed strong growth compared to the same quarter in …

I have been in the Telecom industry since 2004 when I started in network engineering at Verizon, this year marks 20 years in the industry! I ‘grew up’ Telecom and have worked in wireline, wireless and places where they converge, …

Employee re-skilling and regulation are key AI considerations; the CEOs of Accenture, IBM and Qualcomm share AI outlooks form the World Economic Forum Annual Meeting Generative artificial intelligence (gen AI), how it works, how it should work, who should care, …