Quarterly season haunted by chip shortage
A common theme in analyst calls this earnings season has been cautious pessimism about the knock-on effects of the global chip shortage.
A common theme in analyst calls this earnings season has been cautious pessimism about the knock-on effects of the global chip shortage.
The world’s biggest electronic device manufacturer is forming a new venture designed to cater to the lower end of the chip market.
Mobile chip giant Qualcomm is enlisting the help of OpenRAN cheerleader Vodafone to help it bring its smartphone methodology to the new radio paradigm.
At its latest annual global analyst summit, Chinese telecoms vendor Huawei revealed the strategic changes it’s putting in place to deal with the many novel challenges it faces.
Taiwanese chip manufacturer TSMC reckons semiconductor demand is only going to increase in the coming year and it’s determined to meet it.
Hot on the heels of the European Commission’s semiconductor pledge, Apple has announced it will make Munich its European silicon design hub.
Europe is aiming to capture a fifth of the global market for the production of semiconductors by the end of the decade, according to the European Commission.
China’s ambitions to become self-sufficient in the production of chipsets have been dealt a serious blow with the closure of a state-backed semiconductor plant.
New US President Biden is reportedly working on an executive order designed to make various US supply chains less reliant on China.
It turns out that when governments muck about with markets there are sometimes unintended consequences.
Qualcomm recently conceded a general shortage of supply across the entire semiconductor industry as a V-shaped recovery and possible hoarding by Huawei increased demand.
Japanese automotive electronics giant Renesas is spending big on UK-based Dialog Semiconductor, which specialises in low power embedded chips.
Nuvia was founded by former Apple chip engineers and it’s in legal dispute with one of them, so Apple must be especially delighted it’s being acquired by Qualcomm.
Qualcomm CEO Steve Mollenkopf is calling it a day in June and will be succeeded by the man so seems to be already running the company anyway.
Bloomberg reported that Microsoft has started designing its own processors to be used in cloud systems and Surface computers, reducing its reliance on Intel.
Qualcomm has told Reuters it has received licenses from the US authorities to supply Huawei with a bunch of products.
Gadget giant Apple has launched its first Macs using a souped-up version of its mobile chip instead of Intel ones.
Chip giant Qualcomm reported strong quarterly and annual revenues, and profits, on the back of strong market enthusiasm for 5G products.
US chip giant Intel is finally gaining some telecoms credibility, having been picked as a partner for Dish’s greenfield 5G network.
The US embargo has made it almost impossible for Huawei to buy chips, so it has no alternative but to develop the capability to make them for itself.
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