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US further limits China’s chip advancements

BIS emphasized that these measures align with the Department of Commerce’s efforts to hinder the capacity of China to access to technologies essential for its military modernization The U.S. Department of Commerce’s Bureau of Industry and Security (BIS) has announced a series of rules aimed...

Qualcomm targets $22 billion in automotive, IoT revenue by 2029

Qualcomm wants to diversify its offerings and reduce its dependency on the mobile handset market At its 2024 Investor Day, Qualcomm outlined ambitious financial targets in several emerging growth areas as part of its larger strategy around reducing its dependency on the mobile handset market. Specifically,...

AMD results: Gaining share, engaging enterprise amid ‘insatiable demand for more compute’

AMD results for the third quarter of 2024 saw its data center segment revenue increase more than 120% year-over-year to a record $3.5 billion. The company's total revenue for the third quarter was $6.8 billion. “We delivered strong third quarter financial results with record revenue...

The cost of data: Reducing operator overheads with chip migration (Reader Forum)

You can’t put a price on data. Or can you? A staggering 92% of all internet access now comes via mobile phone, and by 2025 the industry will have reached the once-distant milestone of more than 1 billion active 5G connections. This is good...

Arm cancels Qualcomm chip design license, escalating longstanding legal feud

The existing agreement has allowed Qualcomm to create its own chips — including its Snapdragon products — based on standards owned by Arm The ongoing legal battle between Arm and Qualcomm took another turn this week when the former reportedly took first steps to terminate a...

MediaTek targets edge-AI applications with Dimensity 9400 chipset

Chinese OEMs Oppo and Vivo are expected to launch devices featuring the Dimensity 9400 this month MediaTek this week launched the 4th generation of its Dimensity flagship smartphone chipset family that it said is optimized for edge-AI applications. The Dimensity 9400 is built on TSMC’s...

TSMC, Amkor strike chip packaging deal at planned US plant

The TSMC-Amkor partnership is expected to increase Apple chip production in the U.S. Taiwan Semiconductor Manufacturing Company (TSMC) has signed an advanced semiconductor packaging and testing deal with Arizona-based Amkor Technology, which has been providing the Taiwanese company with semiconductor assembly and test services for...

The promise and peril of chiplets for IoT (Reader Forum)

Custom builds, better performance, lower costs — it’s easy to understand the hype of chiplets in the Internet of Things (IoT). These modular chip components, originally developed for high-performance computing, are now making significant inroads into the world of connected and embedded devices, offering...

Intel leveraging RAG to ease enterprise AI adoption

Dell Technologies among partners using Intel Xeon 6 and Gaudi 3 for RAG-based enterprise AI Alongside the recent launch of its latest Xeon 6 CPUs and Gaudi 3 artificial intelligence (AI) accelerators, Intel also announced a full-stack solution meant to help enterprises use AI more...

Qualcomm wants to buy Intel, according to reports

Reuters reported that Qualcomm CEO Cristiano Amon is "personally involved" in the Intel takeover negotiations The story of Intel’s struggles around design/build approach to semiconductors facing headwinds is continuing to unfold, and on Friday, took an expected turn when it was reported that Qualcomm approached...

Checking in on the Intel five nodes in four years plan

Intel has entered the angstrom era with 20A and 18A process nodes Intel CEO Pat Gelsinger took the top job at the semiconductor design and manufacturing company in February 2021. A big part of his remit was to  manage a turnaround, including the ambitious five...

Intel announces re-org focused on foundry business

While AI has driven growth in the semiconductor sector, Intel facing challenges around its design/build business model Intel has had a tough time for a while now with its design/build approach to semiconductors facing headwinds while fabless firms like AMD and NVIDIA experience meteoric rises...

Intel to receive billions in funding for ‘secretive’ US military project

Reports reveal that Intel will receive up to $3.5 billion in federal grants to produce chips for the U.S. DoD Intel will receive up to $3.5 billion in federal grants to produce chips for the U.S. Department of Defense (DoD), reported Bloomberg late last week....

Qualcomm, Aramco Digital unveil 5G chips for 450 MHz spectrum

Qualcomm noted that the 450 MHz frequency band is particularly effective for both outdoor and indoor coverage Qualcomm Technologies and Saudi Arabia’s Aramco Digital announced what it claims to be the world's first processors with native support for 5G in 450 MHz spectrum. The chipmaker noted...

Samsung to cut overseas workforce by up to 30% in some units

Samsung is reportedly cutting 15% of its sales and marketing and 30% of its admin staff at its overseas subsidiaries Several inside sources shared with Reuters this week that Samsung Electronics is cutting 15% of its sales and marketing and 30% of its administrative staff at its...

Tower Semiconductor, Adani seek government support for $10B chip plant in India

Located in India's western state of Maharashtra, the chip plant will produce analog circuits and wafers Israel's Tower Semiconductor has partnered with Indian conglomerate Adani Group on a $10 billion project to build a new chip facility that the pair said will bolster India’s position...

Singtel, SK Telecom prep GPUaaS offerings

While SK Telecom focuses on its home market, Singtel has partnered on GPUaaS in APAC and Europe Singtel and SK Telecom have both recently announced partnerships geared toward GPU-as-a-service (GPUaaS) offerings wherein GPU clusters operated by the companies are made available for third-party AI workloads.  Singtel...

Marvell’s revenues down YoY, but it sees rosier days ahead

Chip company Marvell reported strong growth in its data center AI segment, and that it sees signs of growth returning to the enterprise and carrier infrastructure markets. Net revenue for Marvell's second quarter of fiscal 2025 was $1.273 billion, which was above the midpoint of its...

Broadcom on AI infrastructure networking—’Ethernet will be the technology to make this happen’

LAS VEGAS—VMware by Broadcom’s Explore event was headlined with talks on why private cloud using private data to run private AI is the path forward for enterprises. “It’s clear to me that the future of the enterprise is private,” as Broadcom CEO Hock Tan...

European Union approves funds for new chip plant in Germany

ESMC is a joint venture between Taiwanese semiconductor manufacturing firm TSMC, Bosch, Infineon and NXP The European Commission (EC) said it has approved a €5 billion ($5.56 billion) German measure to support European Semiconductor Manufacturing Company (ESMC) in its project to construct and operate a...

Shanghai doubles local domestic chip investment fund

The Shanghai government has increased its chip investment to about $2 billion According to local new outlets, the Shanghai government has doubled its domestic chip investment fund, with the latest funding round increasing the total to about CNY14.5 billion ($2 billion). The fund is supported...

SoftBank calls off Intel AI chip partnership talks

Intel has reportedly struggled to meet SoftBank's production volume and speed requirements SoftBank has ended discussions with Intel about designing an artificial intelligence (AI) chip that will rival those released by Nvidia. SoftBank sought a partnership with Intel to help it achieve a leadership...

TI to get up to $1.6 billion in CHIPS Act funds

Direct CHIPS funding would be in addition to $6-$8 billion in tax credit Texas Instruments has signed a preliminary agreement with the U.S. Department of Commerce to receive up to $1.6 billion in CHIPS and Science Act funding that will support semiconductor manufacturing in Texas...

Intel sells stake in Arm Holdings as restructuring continues

Intel previously held 1.18 million shares in Arm A recent SEC filing shows that Intel sold its stake in British chip firm Arm Holdings in Q2. The news comes amid the massive job cuts taking place at the company, signaling a larger shakeup within the...