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Home - Chips - Semiconductor - Page 2

Chips – Semiconductor

  • Nokia leads EU project to protect critical infra with drones

    by Catherine Sbeglia Nin June 4, 2025
    by Catherine Sbeglia Nin June 4, 2025

    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 …

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  • Synopsys suspends China sales; Ansys merger gets FTC nod

    by Kelly Hill June 2, 2025
    by Kelly Hill June 2, 2025

    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 …

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  • Nvidia powers through China setback with record Q1 FY2026

    by Catherine Sbeglia Nin May 29, 2025
    by Catherine Sbeglia Nin May 29, 2025

    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 …

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

    by Sean Kinney, Principal Analyst May 19, 2025
    by Sean Kinney, Principal Analyst May 19, 2025

    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 …

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  • Qualcomm, Aramco Digital focus on edge AI for industrial IoT

    by Juan Pedro Tomás May 15, 2025
    by Juan Pedro Tomás May 15, 2025

    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 …

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

    by Catherine Sbeglia Nin May 9, 2025
    by Catherine Sbeglia Nin May 9, 2025

    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 …

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

    by Catherine Sbeglia Nin May 5, 2025
    by Catherine Sbeglia Nin May 5, 2025

    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 …

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  • Qualcomm continues to deliver on diversification strategy

    by Sean Kinney, Principal Analyst May 5, 2025
    by Sean Kinney, Principal Analyst May 5, 2025

    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 …

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  • AI Infra Insights: Chips powering the AI boom

    by Juan Pedro Tomás April 22, 2025
    by Juan Pedro Tomás April 22, 2025

    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 …

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  • Korea unveils massive $23.2B semiconductor support plan

    by Juan Pedro Tomás April 15, 2025
    by Juan Pedro Tomás April 15, 2025

    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 …

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

    by Catherine Sbeglia Nin April 11, 2025
    by Catherine Sbeglia Nin April 11, 2025

    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 …

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  • Qualcomm accuses Arm of shifting to anti-competitive business model

    by Catherine Sbeglia Nin March 26, 2025
    by Catherine Sbeglia Nin March 26, 2025

    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 …

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

    by Juan Pedro Tomás March 18, 2025
    by Juan Pedro Tomás March 18, 2025

    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 …

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  • Verizon fires up Open RAN ambitions with Qualcomm Dragonwing RIC

    by Catherine Sbeglia Nin February 26, 2025
    by Catherine Sbeglia Nin February 26, 2025

    Verizon is using Qualcomm’s RIC platform to support an AI-powered energy-saving app from Samsung Verizon, in a major Open RAN move, announced today it is using the Qualcomm RAN Intelligent …

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  • Dragonwing, a new brand from Qualcomm, roars to life

    by Sean Kinney, Principal Analyst February 26, 2025
    by Sean Kinney, Principal Analyst February 26, 2025

    The new Dragonwing brand includes Qualcomm’s embedded and industrial IoT, and cellular and networking infrastructure portfolios Qualcomm today announced a new brand, Dragonwing, for its industry-facing (non-consumer) solutions, including for …

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  • Intel sharpens AI data center focus with Xeon 6 launch

    by Sean Kinney, Principal Analyst February 26, 2025
    by Sean Kinney, Principal Analyst February 26, 2025

    For operators, Xeon 6 with performance cores supports vRAN acceleration and edge AI use cases As Intel goes through a leadership transition and rumors of a potential split between the …

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  • Microsoft unveils Majorana 1 quantum chip — and a new state of matter 

    by Catherine Sbeglia Nin February 21, 2025
    by Catherine Sbeglia Nin February 21, 2025

    Microsoft said its new quantum chip leverages the world’s first topoconductor — a completely new class of materials Microsoft this week introduced its first quantum chip. The chip, called Majorana 1, is powered …

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  • Intel working toward a ‘rack-scale’ solution for AI infrastructure demand

    by Sean Kinney, Principal Analyst January 31, 2025
    by Sean Kinney, Principal Analyst January 31, 2025

    Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores  Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the …

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  • Trump threatens Taiwan with semiconductor tariffs

    by Sean Kinney, Principal Analyst January 29, 2025
    by Sean Kinney, Principal Analyst January 29, 2025

    “In the near future, we will be placing tariffs on foreign production of computer chips, semiconductors and pharmaceuticals to return production of these goods to the United States. They left …

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  • US further limits China’s chip advancements

    by Juan Pedro Tomás December 5, 2024
    by Juan Pedro Tomás December 5, 2024

    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 …

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

    by Catherine Sbeglia Nin November 20, 2024
    by Catherine Sbeglia Nin November 20, 2024

    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 …

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

    by Kelly Hill October 31, 2024
    by Kelly Hill October 31, 2024

    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 …

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

    by Paul Morris, Vice President, RF and Communications Business Unit, EnSilica October 25, 2024
    by Paul Morris, Vice President, RF and Communications Business Unit, EnSilica October 25, 2024

    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 …

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  • Arm cancels Qualcomm chip design license, escalating longstanding legal feud

    by Catherine Sbeglia Nin October 23, 2024
    by Catherine Sbeglia Nin October 23, 2024

    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 …

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  • MediaTek targets edge-AI applications with Dimensity 9400 chipset

    by Catherine Sbeglia Nin October 9, 2024
    by Catherine Sbeglia Nin October 9, 2024

    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 …

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