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。
Recent #Qualcomm news in the semiconductor industry
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.
➀ Qualcomm reported an upbeat first-quarter sales forecast; ➁ nearly 50% of its FY24 sales derived from China; ➂ expecting a 10% quarter-over-quarter revenue growth this quarter
➀ Qualcomm unveiled the next-generation flagship mobile platform, Snapdragon 8 Ultra, featuring the second-generation Oryon CPU.
➁ Oryon CPU, with its high performance and energy efficiency, has seen a 45% improvement in both single-core and multi-core performance.
➂ Qualcomm has achieved full in-house development of Snapdragon SoC with the integration of Oryon CPU, GPU, NPU, ISP, DSP, and baseband.
➀ The real evaluation of the 'epoch-making' processor after using the X Elite notebook for four months is 'common but confident';
➁ Some potential highlights include architecture design and various innovative power-saving features;
➂ However, when it comes to ecology and availability, it lags far behind, and its performance cannot crush competitors through translation layers. Additionally, its market positioning and pricing are unrealistic, making this product close to failure.
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.
➀ Arm has given Qualcomm 60 days notice of cancellation of its architectural licence; ➁ The move follows a three-year legal battle over Qualcomm's acquisition of Nuvia; ➂ Arm argues that the licence does not cover Nuvia designs before the acquisition and that Qualcomm should have sought permission for the transfer.
➀ The Snapdragon 8 Elite prototype outperforms in multi-core performance, but lags in single-core compared to Apple's latest; ➁ The Snapdragon 8 Elite prototype dominates in 3DMark Wild Life Unlimited, showing impressive stability; ➂ The Snapdragon 8 Elite prototype excels in GFXBench Aztec Ruins, with a significant performance lead over competitors.
➀ ARM has notified Qualcomm of its intention to cancel the design license; ➁ The issue seems to revolve around custom design work around Oryon cores from Nuvia; ➂ The cancellation is set to take effect in December unless otherwise agreed upon.
➀ Arm Holdings has terminated its architectural license agreement with Qualcomm Inc.; ➁ This action ends Qualcomm's ability to use Arm's intellectual property for chip design; ➂ The termination follows a 60-day notice from Arm and escalates a legal dispute set to begin in Delaware federal court in December.
➀ Qualcomm's Snapdragon 8 Elite leaks, featuring a '2 + 4' CPU cluster with up to 4.32GHz performance cores;
➁ The Adreno 830 GPU offers a 40 percent improvement in performance over the previous generation;
➂ The new SoC supports LPDDR5X RAM and includes a 45 percent faster NPU for AI tasks;
➃ The Snapdragon 8 Elite is designed on TSMC's second-generation 3nm process with custom Oryon cores.
➀ Qualcomm has terminated its Snapdragon Dev Kit; ➁ Customers will receive a full refund for their orders; ➂ The project is indefinitely paused due to the struggling Windows on Arm push.
➀ Qualcomm has suddenly announced the discontinuation of the Snapdragon Dev Kit due to the product not meeting their excellence standards.
➁ The Snapdragon Dev Kit featured the Snapdragon X Elite (X1E-84-100) processor and supported dual-core boost and Adreno GPU with up to 4.6 TOPS of computing power.
➂ Qualcomm has decided to discontinue the product, refund all orders, and stop supporting it, stating that the device 'did not meet our consistent standards of excellence'.
➀ Qualcomm has canceled its Snapdragon mini-PC development kit for Windows on Arm, originally planned for release in June. ➁ The company cited that the mini-PC did not meet its standards of excellence. ➂ Some developers had received the kit before the cancellation, and it was found to perform similarly to the Apple M3 Pro but with limitations such as lack of Linux support. ➃ The mini-PC was intended to help developers port their apps to Windows on Arm, supporting the growing market of Snapdragon X powered CoPilot+ laptops.
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.
➀ Qualcomm introduces the Network Pro A7 platform, enhancing Wi-Fi 7 technology with AI capabilities; ➁ The platform aims to bring AI to non-AI-enabled devices, enhancing privacy and personalization; ➂ It includes an AI co-processor and transforms routers into AI hubs for smart homes; ➃ Qualcomm envisions a new era of AI networking with this platform, enabling advanced AI for more devices; ➄ The platform is designed for developers and aims to accelerate the development of AI-enhanced applications.
➀ The UK Ministry of Defence has purchased the former Fujitsu fab in Newton Aycliffe for £20 million to produce GaAs ICs for military use. The facility will be renamed Octric Semiconductors UK. ➁ Hynix has started mass production of a 36GB 12-layer HBM3E memory, increasing capacity by 50% compared to the previous eight-layer product. ➃ Powerchip Semiconductor has abandoned its plan to build a fab in Japan and is now planning to build one in India.
➀ Qualcomm's next-generation Snapdragon X2 Elite processor is in testing; ➁ Codenamed Project Glymur, the processor is expected to be called SC8480XP; ➂ Qualcomm is also working on an eight-core Snapdragon X1 Plus processor for entry-level PCs.
➀ Intel is set to receive $8.5 billion from the Chips Act by year-end, with the condition that it does not sell any units to Arm or Qualcomm. The two companies had shown interest in acquiring parts of Intel's product group. ➁ Intel was awarded $19.5 billion but payments were delayed due to progress on its fab-building program. ➂ Intel has committed to spending over $100 billion on new fabs in the US.
➀ Samsung, SK hynix, and TSMC are set to overtake Intel in revenue in Q3 due to strong performance in data centers and AI. ➁ Intel's revenue projection is between $12.5 billion and $13.5 billion, lower than the expected earnings of TSMC and Nvidia. ➂ Nvidia's sales projection is around $32.5 billion, making it the likely leader in semiconductor sales.