9-24 #BadCold : Apple’s 5G modem prototype is reportedly “3 years behind Qualcomm”; Nio has unveiled its first smartphone in China; Li Auto clarified that the company has no plans to launch a smartphone; etc.

The U.S. Department of Defense (DoD) has entered into a 10-year agreement with GlobalFoundries (GF) to procure U.S. chips for vital defense and aerospace applications. The initial commitment is valued at USD17.3M, with the potential to reach USD3.1B over the Read more ›

9-20 #Fatigue : Huawei is rumored developing a tri-fold display phone; Samsung is hinting at 200Mp telephoto cameras coming to phones; Tesla has announced that it has produced its 5M-th electric car; etc.

TSMC is said to be cautious about the outlook for customer demand and has notified major suppliers, including Dutch chip production equipment giant ASML, to postpone the delivery of high-end chip manufacturing equipment to TSMC, but the delay is expected Read more ›

9-14 #Headache : TSMC’s chips that will be manufactured in the Arizona fab will have to be sent to Taiwan for packaging; Qualcomm has entered into an agreement with Apple to supply Snapdragon 5G Modem for next 3 years; OPPO may announce a free 4-year battery replacement initiative; etc.

Encouraged by the American government, Taiwan Semiconductor Manufacturing Co (TSMC), is making its first factory in the US. Apple plans to buy chips from the Arizona factory. The plant will kick off production of chips by 2024. But things have Read more ›

9-10 #PoorWeekend : Intel plans on taking the help of TSMC in the future; Samsung will allegedly equip its future mid-range chips with AMD GPU; China is reportedly set to launch a new state-backed investment fund that aims to raise about USD40B for its semiconductor sector; etc.

Intel plans on taking the help of TSMC in the future, as its foundry division becomes a victim of delays and process inefficiencies. Goldman Sachs Securities has noted that Intel has been consistently grappling with process upgrade delays since the Read more ›

8-31 #Merdeka : Apple will receive all of TSMC’s first-generation 3nm process chips in 2023; Google is reportedly partnering with Garmin to bring emergency SOS via satellite to Android phones; Samsung is expected to reveal SimplyChat; etc.

Apple will receive all of TSMC’s first-generation 3nm process chips in 2023 for upcoming iPhones, Macs, and iPads, according to Digitimes. As early as May 2023, Apple was known to have booked nearly 90% of the Taiwanese pure-play foundry for Read more ›

8-26 #Headache : Huawei has been accused of building a a series of secret chip-making facilities across China; Samsung will allegedly launch a phone with a rollable OLED display sometime in 2025; Intel’s expanding fab site in Oregon will serve as a foundry for MediaTek; etc.

Huawei has been accused of building a a series of secret chip-making facilities across China, under the names of other companies, to help the technology company bypass US sanctions. Huawei reportedly moved into chip production in 2022 and was receiving Read more ›

8-24 #Congrates : MediaTek has announced it is working closely with Meta’s Llama 2; Samsung aims to proceed with an annual Galaxy S FE launch; Honor will soon launch its new smartphones in India under the brand HonorTech; etc.

Global governments are securing graphics processing units (GPUs) for AI development, with countries like UK and Saudi Arabia investing heavily. Saudi Arabia and UAE have purchased thousands of Nvidia’s H100 chips for AI research and innovation, despite the high cost Read more ›

8-20 #WhyBother : Samsung Display has showcased a bezel-less smartphone display; Samsung is reportedly working on 4 very different camera sensors; Samsung has indicated that its investment in foldable devices is only going to grow; etc.

Samsung Electronics’ Taylor, Texas chip factory will manufacture U.S.-based AI chip designer Groq’s next-generation processor using its 4nm manufacturing technology. The Taylor chip factory is Samsung’s USD17B chip manufacturing project, slated to finish construction within 2023 and start mass production Read more ›

8-13 #LegoFun : Arm allegedly plans to float its shares in an IPO on the Nasdaq in Sept; Google will soon require specific hardware quality standards for foldable phones; OnePlus new smartphone to feature new self-developed “Rainwater Touch Control”; etc.

SoftBank Group’s British chip design unit, Arm, allegedly plans to float its shares in an initial public offering on the Nasdaq in Sept 2023. The unit’s market capitalization by that time is expected to be more than USD60B, which would Read more ›

8-5 #PhD : Qualcomm invests in a new company developing RISC-V products; Nothing has announced a new brand, CMF by Nothing; India has restricted import of certain laptops and computers under HSN 8471 with immediate effect; etc.

Intel has allocated USD425M, or approximately 34%, of its inaugural USD1.25B green bond proceeds. As highlighted in its first green bond impact report, the proceeds, which support Intel’s investments in sustainable operations, have been allocated across five project categories: pollution Read more ›

8-3 #NoFear : Huawei is not launching a 5G smartphone in Oct; Apple and Google are both reportedly considering entering the foldable tablet market; vivo has partner with Sony’s Lytia for a customized of CIS; etc.

TSMC Chairman Mark Liu has announced that the new global R&D center in Hsinchu, Taiwan, aims to explore cutting-edge chip technologies below 2nm or even 1.4nm process in the next 20 years. TSMC CEO CC Wei also attended the inauguration Read more ›

7-30 #ThinkofLovedOnes : Samsung is confident the shipments of its foldables are on track to outsell the Galaxy Note in 2023; Samsung will continue to reduce semiconductor output during 2H23; Samsung’s Galaxy Ring could enter mass production as early as Aug 2023; etc.

Intel has unveiled its new ambitious plans to incorporate artificial intelligence (AI) into every product it creates. Intel CEO Pat Geslinger has stated that the company would take a more comprehensive approach, with the expectation that AI will eventually become Read more ›

7-22 #BurnOut : Apple is allegedly running into difficulties with iPhone 15 big display manufacturing; Apple iPhone 16 Pro Max will allegedly feature a “Super Telephoto” periscope zoom camera; Apple’s iPhone 15 lineup will reportedly feature stacked battery technology; etc.

Qualcomm Technologies and Meta are working to optimize the execution of Meta’s Llama 2 large language models directly on-device – without relying on the sole use of cloud services. Qualcomm is scheduled to make available Llama 2-based AI implementations on Read more ›

7-18 #OffTheGrid : ASML is facing tighter restrictions on its ability to work with Chinese customers; TSMC has changed its Kaohsiung plant construction plan to 2nm process; Xiaomi is to boosting sales through official retail stores in India; etc.

South Korean AI startup Rebellions wants to launch alternatives to AI chips offered by market leader Nvidia. Rebellions CEO Park Sunghyun said the startup’s goal is to, within 1-2 years, find specific applications that it can offer AI chips that Read more ›