Recent #Qualcomm news in the semiconductor industry

3 months ago

➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.

➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.

➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.

AMDBroadcomFoundryIntelJoint VentureNVIDIAQualcommSEMICONDUCTORTSMC
5 months ago
➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.
AIChipletInvestmentN3PQualcommSEMICONDUCTORSamsungSnapdragon 8 Elite 2TSMCdata centers
6 months ago
➀ WSTS报告2024年第三季度半导体市场增长1660亿美元,同比增长10.7%;➁ 英伟达因AI GPU的强劲表现成为最大半导体公司;➂ 2024年第四季度展望显示数据中心市场将推动Nvidia、美光和AMD的收入增长;➃ 2025年展望显示AI将推动服务器增长,但增速将放缓。
AIAMDAutomotive IndustryInfineon TechnologiesLight Vehicle ProductionMarket GrowthMediaTekMemory MarketMicron TechnologyNVIDIANXP SemiconductorsPCsQualcommRenesas ElectronicsSEMICONDUCTORSK hynixSTMicroelectronicsSmartphonesTexas Instruments
7 months ago
➀ The global GPU market is projected to reach nearly $100 billion by the end of the year; ➁ GPUs are becoming increasingly prevalent in various sectors, driven by the AI boom and high demand for NVIDIA GPUs; ➂ NVIDIA's GPU sales could top $90 billion, with AMD's AI GPU sales expected to reach $3 billion.
AIAMDAMD AI GPUConsumer ElectronicsGPUGraphics Processor UnitIntegrated GPUsIntelMarket GrowthNVIDIANVIDIA GPUQualcommdata centersrevenue
7 months ago
➀ Samsung is reportedly replacing its Exynos processors with Qualcomm Snapdragon processors in home appliances; ➁ The move is part of Samsung's strategy to expand the use of Snapdragon processors in its Galaxy flagship phones; ➂ TechNews reports that this change could affect the performance and cost of Samsung's home appliance products.
ExynosGalaxyHome AppliancesProcessorQualcommSamsungSnapdragon
7 months ago
➀ Qualcomm is waiting for the 2024 US presidential election results before making a move on Intel; ➁ The company is considering an acquisition of Intel, which could lead to antitrust concerns; ➂ The potential merger of Qualcomm and Intel, both major players in the semiconductor industry, could be one of the biggest deals in history.
2024 US ElectionAcquisitionAntitrustIntelQualcommSEMICONDUCTOR
9 months ago
1. Qualcomm introduces the Snapdragon 7s Gen 3 processor for budget-friendly smartphones with enhanced AI capabilities; 2. The new chip features an 8-core Kryo CPU, Adreno GPU, and Hexagon NPU, offering improved performance and efficiency; 3. Compared to its predecessor, the Snapdragon 7s Gen 2, it boasts a 20% increase in CPU performance, up to 40% improvement in GPU, over 30% boost in AI performance, and a 12% reduction in overall power consumption.
AIQualcommsmartphone
12 months ago
1. Qualcomm is set to launch the Snapdragon X Elite and Snapdragon X Plus, with the chips already shipped to laptop partners and the first laptops expected to ship next week. 2. The Snapdragon X includes Qualcomm's new custom Arm v8 'Oryon' CPU core, Adreno GPU, and Hexagon NPU, emphasizing AI capabilities. 3. Oryon, as Qualcomm's first new high-performance CPU design from scratch in years, is crucial for Qualcomm's future in both Windows-on-Arm SoCs and traditional Snapdragon mobile SoCs.
OryonQualcommSnapdragon X
about 2 months ago

➀ Lantronix has launched the Open-Q 8550CS System-on-Module (SOM), built on the Qualcomm Dragonwing QCS8550 processor, offering low-power on-device AI and ML capabilities.

➁ The SOM is designed for demanding AI/ML applications in extreme Edge computing environments, supporting advanced video processing, AI inference, and Edge AI gateway integration.

➂ Key features include low power consumption with a 4nm process, dual eNPU for AI acceleration, and support for high-speed connectivity and multiple display interfaces.

AIAI ChipEdge AIQualcomm
2 months ago

➀ Qualcomm is reportedly urging multiple antitrust agencies around the globe to intervene in its dispute with Arm, accusing the latter of unfair business practices.

➁ The relationship between Qualcomm and Arm has been contentious, especially as both companies try to capitalize on the AI chip boom.

➂ Qualcomm claims that Arm is restricting access to key technology, such as AI-optimized compute subsystems, under current license agreements.

AntitrustArmQualcomm