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.
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chips
Foxconn gets into the chip-making game
The world’s biggest electronic device manufacturer is forming a new venture designed to cater to the lower end of the chip market.
Vodafone and Qualcomm partner to make an OpenRAN reference design
Mobile chip giant Qualcomm is enlisting the help of OpenRAN cheerleader Vodafone to help it bring its smartphone methodology to the new radio paradigm.
Huawei unveils its cunning plan for surviving ‘a complex and volatile global environment’
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.
TSMC pledges $100 billion investment as chip wars intensify
Taiwanese chip manufacturer TSMC reckons semiconductor demand is only going to increase in the coming year and it’s determined to meet it.
Apple to invest $1 billion in German chip design centre
Hot on the heels of the European Commission’s semiconductor pledge, Apple has announced it will make Munich its European silicon design hub.
EU aims to produce 20% of world’s semiconductors by 2030
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.
Chips are down as China semiconductor plant goes belly-up
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.
Biden set to make his first anti-China move
New US President Biden is reportedly working on an executive order designed to make various US supply chains less reliant on China.
US starts to panic about the chip crisis it did so much to create
It turns out that when governments muck about with markets there are sometimes unintended consequences.
Hoarding and economic recovery contribute to global chip shortage
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.
Connected car consolidation as Renesas acquires Dialog for €4.9 billion
Japanese automotive electronics giant Renesas is spending big on UK-based Dialog Semiconductor, which specialises in low power embedded chips.
Qualcomm drops $1.4 billion on server chip startup Nuvia
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.
Cristiano Amon is the right choice to run 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.
Microsoft starts developing own chips for datacentres and computers – report
Bloomberg reported that Microsoft has started designing its own processors to be used in cloud systems and Surface computers, reducing its reliance on Intel.
Huawei gets a smartphone lifeline as Qualcomm given permission to supply chips
Qualcomm has told Reuters it has received licenses from the US authorities to supply Huawei with a bunch of products.
Apple M1 chip represents another big win for mobile over the PC world
Gadget giant Apple has launched its first Macs using a souped-up version of its mobile chip instead of Intel ones.
Qualcomm benefits from 5G momentum and gives bullish outlook
Chip giant Qualcomm reported strong quarterly and annual revenues, and profits, on the back of strong market enthusiasm for 5G products.
Intel gets a bunch of Dish 5G OpenRAN work
US chip giant Intel is finally gaining some telecoms credibility, having been picked as a partner for Dish’s greenfield 5G network.
Huawei reportedly starts work on its own chip fab
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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