Nvidia Acquisition of SoftBank’s Arm Brings Rewards, Risks

Nvidia agreed to pay $40 billion — $21.5 billion in stock, $12 billion in cash — for SoftBank’s Arm division, a chip designer based in the United Kingdom. Nvidia will pay $2 billion on signing, and SoftBank will also receive $5 billion in cash or stock should Arm’s performance meet specific standards. Arm employees will receive $1.5 billion in Nvidia stock. This will be the biggest semiconductor industry deal since SoftBank paid $31.4+ billion to purchase Arm in 2016. The deal will also increase competition between Nvidia and Intel. Continue reading Nvidia Acquisition of SoftBank’s Arm Brings Rewards, Risks

Niantic Gathers Telecom Dream Team to Advance AR Content

Niantic, the company that successfully created augmented reality experiences of Pokémon, Harry Potter and other intellectual properties, revealed its plans to offer its own consumer AR platform, with hardware, software and support for third-party developers. The Niantic Planet-Scale AR Alliance is a coalition of cell phone partners, including Deutsche Telekom, EE, Globe, Orange, SK Telecom, SoftBank Telus and Verizon that will distribute “exclusive 5G-ready AR content,” publicly demonstrating 5G consumer AR experiences. Continue reading Niantic Gathers Telecom Dream Team to Advance AR Content

Qualcomm Faces Bright 5G Future After Appeals Court Ruling

Qualcomm reached the end of a trying five-year period, battered by antitrust allegations, U.S.-China trade tensions, an activist shareholder and Broadcom’s hostile takeover attempt among other obstacles. This week, the U.S. Court of Appeals for the Ninth Circuit vacated a 2019 ruling by a federal judge that Qualcomm had overcharged phone makers for its patents and abused its monopoly position. Qualcomm chief executive Steve Mollenkopf is now predicting sales of between 175 million and 225 million 5G devices this year. Continue reading Qualcomm Faces Bright 5G Future After Appeals Court Ruling

Microsoft Launches Dual-Screen Foldable Surface Duo Device

Microsoft is reentering the mobile phone market with the Surface Duo, a dual-screen Android device priced at $1,399 and up. According to Microsoft chief product officer Panos Panay, the company is accepting preorders for the phone that will ship on September 10. The phone will be sold on Microsoft’s website, and at AT&T and Best Buy. The Surface Duo’s screens completely unfold to act as a phone or a book to provide more space for apps. The Surface Duo may appear before Samsung’s Galaxy Z Fold 2, which currently has no official release date. Continue reading Microsoft Launches Dual-Screen Foldable Surface Duo Device

SoftBank Is Considering the Sale of ARM Holdings to Nvidia

SoftBank, which spent $32 billion to buy ARM Holdings in 2016, is now actively considering ARM’s sale to Nvidia, according to SoftBank founder and chief executive Masayoshi Son. The company has also invested in Slack, WeWork, and Uber, which have experienced high-profile problems. The U.K.-based ARM Holdings, originally founded by Acorn, Apple and VLSI, designs low-power RISC chips that have become ubiquitous for mobile phones. Last month, SoftBank reportedly hired Goldman Sachs to explore options for a sale or going public.

Continue reading SoftBank Is Considering the Sale of ARM Holdings to Nvidia

Qualcomm Seeks Permission to Sell Chips to China’s Huawei

Semiconductor manufacturer Qualcomm is presenting its case to the Trump administration for an exemption to the ban on selling components to Huawei Technologies, noting that the injunction has the impact of enriching its foreign competitors. The White House ban is part of the administration’s ongoing technology battle with China, which has intensified in recent months. Huawei would use Qualcomm chips for its 5G phones, but the San Diego-based company would need a license from the Commerce Department to be able to ship them. Continue reading Qualcomm Seeks Permission to Sell Chips to China’s Huawei

T-Mobile Introduces First Nationwide End-to-End 5G Network

T-Mobile announced it has launched what it claims is the world’s first nationwide standalone 5G network. Up until now, AT&T, T-Mobile and Verizon have all offered a version of 5G that is really 5G radios deployed on top of 4G LTE gear. T-Mobile’s new 5G network is completely “next-generation” and will enable new features as well as faster data speeds. T-Mobile stated that its 5G network is 30 percent larger than before, available in 2,000 more towns and cities in the U.S. Its network currently covers 1.3 million square miles. Continue reading T-Mobile Introduces First Nationwide End-to-End 5G Network

Amazon, Google, Qualcomm Support Global Antitrust Institute

Last year, the Global Antitrust Institute, part of the Antonin Scalia Law School at George Mason University, organized and paid for a weeklong conference in California for antitrust regulators from 30 foreign countries, including Australia, Brazil, China and Japan. At the conference, these officials attended classes that were described as continuing education to learn more about the economic foundation of competition regulations. According to attendees and critics, however, the message of the conference also benefited Big Tech companies. Continue reading Amazon, Google, Qualcomm Support Global Antitrust Institute

Qualcomm Snapdragon 690 Will Enable Mid-Tier 5G Phones

Qualcomm unveiled its next step towards widespread availability of 5G-enabled smartphones. The Snapdragon 690 is a more economical mobile platform with 5G connectivity, and support for cameras with up to 192-megapixel photos and 30-frame-per-second 4K HDR videos, the latter two based on AI chip enhancements for high bitrates. Snapdragon 690 incorporates the X51 modem, which offers global 5G band and global multi-SIM support, although it’s only capable of connecting to sub-6GHz 5G networks, excluding millimeter wave. Continue reading Qualcomm Snapdragon 690 Will Enable Mid-Tier 5G Phones

Apple Plans to Unveil Its New Chips at Developer Conference

As early as June 22, at its annual developer conference WWDC, Apple may reveal its plan to replace Intel chipsets with its own internally developed ones, code-named Kalamata. Sources indicate that announcing Kalamata this time of year will give third-party developers time to shift gears before the new Macs debut in 2021. Apple’s new chips will be based on the same technology as those in iPhones and iPads, although Macs will continue to run the macOS operating system rather than iOS software of the mobile devices. Continue reading Apple Plans to Unveil Its New Chips at Developer Conference

Huawei Holds the Most 5G Patents, But Still Needs U.S. Tech

In May, the U.S. Commerce Department banned the sale of any semiconductors made with U.S. software to China’s 5G behemoth Huawei Technologies. Now, that company’s stockpile of chips essential to its telecom business is dwindling, likely to run out by early 2021. According to sources, Huawei executives have yet to come up with a solution and, without one, the U.S. move is on track to disrupt China’s $500 billion 5G rollout. In the long-run, it could also sideline that country’s goal of dominating 5G globally

Continue reading Huawei Holds the Most 5G Patents, But Still Needs U.S. Tech

New Trade Rule Further Restricts Huawei Access to U.S. Tech

The Trump administration intensified its battle with Huawei Technologies by issuing a new rule that bans Huawei and its global suppliers from using U.S.-made machinery and software to design or produce chips. Companies can apply for an exception to the measure, but the Trump administration stated these requests will likely be denied. Semiconductor Industry Association president and CEO John Neuffer said his group is worried that the rules would “create uncertainty and disruption for the global semiconductor supply chain.” Continue reading New Trade Rule Further Restricts Huawei Access to U.S. Tech

U.S. Drafting Rule to Allow Firms to Work on 5G With Huawei

According to sources, the U.S. Department of Commerce — which blacklisted China’s Huawei Technologies last year — is in the process of inking a new deal that will allow U.S. companies to work with it to set 5G standards. With last year’s blacklist, companies were at a loss to know what information and technology their employees could share with Huawei, and U.S. engineers stayed mum in international 5G standards-setting meetings. The result was that Huawei gained the upper hand in the discussions. Continue reading U.S. Drafting Rule to Allow Firms to Work on 5G With Huawei

FCC Approves Use of 6GHz Wi-Fi for Consumer Electronics

The Federal Communications Commission approved in a 5-0 vote that 6GHz Wi-Fi can be used by consumer electronics and industrial sensors for manufacturing. The FCC stated that the innovations possible with the high-speed Wi-Fi will help the U.S. become the leader in 5G. Under chair Ajit Pai, the FCC has modified use of the spectrum to accommodate the demand for mobile signals — and Wi-Fi already carries most mobile traffic. With the new Wi-Fi spectrum, next-gen devices will enjoy faster, more reliable connections. Continue reading FCC Approves Use of 6GHz Wi-Fi for Consumer Electronics

Broadcom Warns of Slowdown Due to Supply Chain Troubles

On April 13, Broadcom vice president of sales Nilesh Mistry warned clients that the lead time for ordering parts has now grown to at least 26 weeks due to breakdowns in the supply chain. At Broadcom, which makes components for Apple iPhones, the typical lead time for deliveries had been two-to-three-months. Mistry explained that lockdowns in factories in Malaysia, Thailand, Singapore and the Philippines were “closing or severely restricting business operations.” Anything ordered now won’t arrive until the holiday season. Continue reading Broadcom Warns of Slowdown Due to Supply Chain Troubles

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