IF / News – Daily News / Weekly Summary / Regular Discussion

12-7 #Optimized : Qualcomm could increase the price of the 2025 flagship chip by a “significant” amount; Apple is betting that its upcoming in-house 5G modem; TSMC has successfully conducted a trial chip production of its 2nm N2 process with a 60% yield rate; etc.

Qualcomm could increase the price of the 2025 flagship chip by a “significant” amount. The chip has been dubbed the Snapdragon 8 Elite “Gen 2”, with the report alleging that “various internal and external factors” are the situation’s primary catalyst.… Read more ›

12-1 #Thanksgiving : Xiaomi is allegedly preparing a self-designed mobile processor; Northvolt has just filed for insolvency; Apple is actively working to build an ecosystem of Indian suppliers for components; etc.

Samsung is expected to launch Galaxy S25 series in early 2025 and the Galaxy Z Fold 7 and Galaxy Z Flip 7 in 2H25. There are also Galaxy Z Fold 7 Special Edition and a Galaxy Z Flip FE. The… Read more ›

11-24 #Sleeping : Huawei allegedly to start mass-producing its most advanced AI chip in 1Q25; TSMC is set to mass-produce its cutting-edge 2nm process by 2025; Samsung Electronics unveiled Samsung Gauss2; etc.

AMD and the Lawrence Livermore National Laboratory (LLNL) announced that the AMD-powered El Capitan has taken the top spot on the semi-annual Top500 list as the fastest-known supercomputer on the planet with 1.742 exaflops of performance. El Capitan debuts on… Read more ›

11-21 #LifeAsItIs : AMD is allegedly setting its sights on the mobile industry; Samsung’s ALoP is a future telephoto camera solution; Bose has acquired the McIntosh Group; etc.

Tim Millet, vice president of Platform Architecture (Hardware Technologies) at Apple, is clear about what differentiates the company’s silicon strategy and why it can outperform the competition continuously. Tom Boger, Vice President of Mac Product Marketing at Apple, has underlined… Read more ›

11-16 #DozeOff : Samsung could release a double-folding smartphone in 2025; Xiaomi is reportedly gearing up to enter the AI glasses market; Samsung to mass produce smart glasses in 3Q25; etc.

Samsung is allegedly considering outsourcing Exynos chip manufacturing to TSMC. Samsung Galaxy S25 series will reportedly use Qualcomm Snapdragon 8 Elite chip worldwide. Apparently, solving the low yield issues of the company’s 3nm GAA wafers will take longer than it… Read more ›

11-14 #C’estLaVie : TSMC will start producing 2nm GAA-based wafers in 4Q25; Qualcomm said the AI boom will not lead to a global chip shortage; A major smartphone company has allegedly decided to suspend its foldable product line; etc.

TSMC will start producing 2nm GAA-based wafers in 4Q25 at its Fab 20 in Hsinchu which has a capacity of 30k wpm and will be followed by the 30k wpm Fab 22 in Kaohsiung which is expected to start produxtion… Read more ›

11-11 #FearMondays : Samsung Foundry’s chip yield for the 3nm node is reportedly less than 20%; Corning is set to receive up to USD32M in funding under the CHIPS and Science Act; LGD has developed a display that can stretch from 12”-18”; etc.

According to the “Mid-Year Total Semiconductor Equipment Forecast Report” released by SEMI in Jul 2024, global wafer fab equipment spending will increase from USD95.6B in 2023 to USD98.3B in 2024, a year-on-year increase of 3%, mainly due to the gradual… Read more ›

11-9 #EcosystemMatters : Intel is aiming to ship 100M units of AI PC by 2025; Apple may use its in-house 5G modem on new iPhone SE; TSMC has made adjustments to its foundry quotations for 2025 to clients; etc.

Intel is aiming to ship 100M units of AI PC, what it calls computers powered by its AI processors, by 2025, a 150% jump from its goal by 2025 of 40M units. Intel Sales & Marketing Group Director Jack Huang… Read more ›

11-5 #LosingGame : Samsung and Apple has allegedly shown interest in acquiring Intel; Samsung will allegedly launch a Galaxy Z Flip FE in 2025; Samsung is said to be studying various ideas for changing or adding smartphone brands; etc.

Samsung and Apple has allegedly shown interest in acquiring Intel. Acquiring Intel would not only give them access to the company’s intellectual property but also its factories and related know-how. This would be especially useful for Samsung, which is struggling… Read more ›

10-28 #AgeGracefully : Arm is reportedly cancelling an architectural license agreement for Qualcomm; TSMC has informed the United States of a potential attempt by Huawei to circumvent U.S. export controls; Samsung Galaxy S26 Ultra will allegedly come equipped with 324Mp camera; etc.

Samsung has announced the Exynos 1580 processor for mid-range phones. Samsung is manufacturing the latest chipset on its third-generation 4nm EUV FinFET process. Samsung has embedded the new ARMv9 CPU cores and doubled the GPU performance. The Exynos 1580 features… Read more ›

10-19 #DamnCold : TSMC is planning more plants in Europe; Apple is setting out to conquer the smart home with an aggressive new strategy; Li Auto has become the first Chinese new energy vehicle startup to produce 1M cars; etc.

Intel is allegedly looking to sell at least a minority stake in its Altera unit in a transaction that would raise several billion dollars in cash. Intel is seeking a deal that values Altera at around USD17B. Intel purchased Altera… Read more ›

10-12 #AfterHoliday : Qualcomm has confirmed that hackers exploited a zero-day; Samsung reportedly expects to ship about 22M units of the Galaxy S25 lineup by 1H25; Samsung may start charging for certain Galaxy AI features in 2025; etc.

GWM has officially announced the successful development and activation of its RISC-V automotive-grade MCU chip, the Zijing M100, which was jointly developed with multiple partners. It features a modular architecture with a reconfigurable core and a four-stage pipeline design that… Read more ›

9-29 #HappyNationalDay : Google has allegedly plans to keep TSMC as a long-term partner; Samsung Display has announced a USD1.8B investment to build an OLED display factory in Vietnam; Apple has reportedly delayed the deployment of under-display Face ID technology; etc.

Google has allegedly plans to keep TSMC as a long-term partner, with its Tensor G6 supposedly leveraging the advanced 2nm process. The Tensor G5 was previously reported in July of this year to have reached ‘tape-out’ status, with all that… Read more ›

9-23 #Thankful : Qualcomm has allegedly approached Intel to explore a potential acquisition; Apple is poised to equip iPhones with its self-developed 5G modem by 2025; TCL has announced new strategic partnership with Microsoft for AI; etc.

Unisoc has announced the successful upgrade of its 5G and 4G mobile platforms to Android 15. This update covers platforms such as the T820, T770, T765, T760, T750 for 5G, and T620, T619, T616, T615, T612, and T606 for 4G.… Read more ›

9-18 #MidAutumn : Samsung is allegedly cutting up to 30% of its overseas staff at some divisions; India‘ CCI revealed Amazon and Flipkart’s antitrust issue; Google and Apple have been slapped with astronomical fines in the EU; etc.

Qualcomm has allegedly explored the possibility of acquiring portions of Intel’s design business to boost the company’s product portfolio. Qualcomm has examined acquiring different pieces of Intel, which is struggling to generate cash and looking to shed business units and… Read more ›

8-31 #IndependenceDay : Xiaomi Unisoc have allegedly co-develop a 4nm chipset; Tecno is showcasing a trifold concept device; OPPO has showcased its own tri-fold smartphone concept; etc.

Xiaomi and Unisoc have allegedly joined forces to co-develop a 4nm chipset and a new development suggests the first Xiaomi-branded chipset from the collaboration is set to launch in early 2025. It will reportedly be fabbed on TSMC’s 4nm N4P… Read more ›