By
Debra KaufmanAugust 28, 2019
Chip manufacturer GlobalFoundries requested the U.S. International Trade Commission impose an import ban on Taiwan Semiconductor Manufacturing Company (TSMC), part of a multi-front attack. An import ban would impact iPhones, Lenovo laptops and other electronic devices. The company has also filed 25 complaints in courts in the U.S. and Germany, alleging that TSMC violated 12+ patents for chips and chipmaking methods. Apple, Google, Qualcomm, Cisco Systems, Nvidia, Broadcom, Xilinx, Lenovo and Motorola are also named in the suit. Continue reading GlobalFoundries Claims Taiwan Chip Giant Violated Patents
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Debra KaufmanJuly 26, 2019
Apple, Broadcom, Facebook, Google, HP, Intel, Marvell, Microsoft and Qualcomm are all petitioning the FCC to approve a Very Low Power (VLP) category of Wi-Fi, which would allow them to take advantage of the FCC’s recent opening up of the 6GHz band for unlicensed activity. VLP would enable short-range, point-to-point connections between two devices that travel below a specific power threshold (14 dBm EIRP); they say they can deliver 2Gbps at a distance of three meters — and that VLP is necessary for the proliferation of 5G. Continue reading Tech Companies Join Forces to Ask FCC For Faster Wi-Fi
By
Rob ScottJuly 26, 2019
Earlier this week, we reported that Apple was close to a deal to pick up Intel’s 5G mobile chip business. Now it’s official. Apple revealed yesterday that it would spend $1 billion to purchase the majority of the chip giant’s smartphone modem business in a deal expected to close during the fourth quarter. The acquisition, which will provide Apple with new intellectual property, equipment, leases and about 2,200 Intel employees, should help the company gain more control over the development of wireless tech for its iPhones and reduce its reliance on Intel-rival Qualcomm. Continue reading Apple to Pay $1B For Intel’s Smartphone Modem Business
By
Debra KaufmanJuly 24, 2019
According to sources, Apple is far along in talks to purchase Intel’s smartphone-modem chip business, a deal valued at $1+ billion. If successfully concluded, the deal would give Apple the means to produce its own chips and Intel’s expertise in 5G modem chips. Apple has long sought to be able to provide its own chips, hiring engineers, including some from Intel, in order to differentiate its phones in a market that has plateaued. Intel would like to sell its smartphone business that has been losing about $1 billion each year. Continue reading Apple Close to Deal to Buy Intel’s 5G Mobile Chip Business
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Debra KaufmanJuly 22, 2019
For the second time in 18 months, the European Union levied a fine on Qualcomm, this time for €242 million ($272 million). European commissioner for competition Margrethe Vestager stated that Qualcomm drove a competing supplier of baseband chips out of business, an antitrust violation. The EU started its formal investigation into Qualcomm in 2015, when U.K. chip manufacturer Icera accused it of “predatory pricing” between 2009 and 2011, to drive it out of business. Nvidia subsequently purchased Icera. Continue reading European Union Hits Qualcomm with Another Antitrust Fine
By
Debra KaufmanJuly 9, 2019
At the Group of 20 meeting in Osaka, Japan, President Trump stated that U.S. products can again be sold to Huawei Technologies, allowing the Chinese tech company to buy the U.S. components it needs to stay afloat. Trump added, however, that his move does not lift the ban on goods related to national security. Much of the U.S. concern about Huawei has centered on claims that its products are security risks, and the Commerce Department has been hesitant to remove Huawei from its blacklist. Today, commerce secretary Wilbur Ross said the U.S. will issue licenses for companies wanting to do business with Huawei as long as there is no threat to national security. Continue reading G20 Summit: President Trump Partially Lifts Ban on Huawei
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Debra KaufmanJune 25, 2019
In advance of a meeting between President Trump and President Xi Jinping during the G20 summit in Japan, the Commerce Department added four Chinese companies and one Chinese institute to a blacklist that prevents them from buying U.S. tech products without a waiver. Those “entities” are Sugon (a leading supercomputer manufacturer); microchip makers Higon (AMD’s Chinese joint-venture partner), Chengdu Haiguang Integrated Circuit and Chengdu Haiguang Microelectronics Technology; and the Wuxi Jiangnan Institute of Computing Technology. Huawei was added to the list in May. Continue reading Ahead of G20, U.S. Adds Chinese Tech Entities to Blacklist
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Debra KaufmanJune 17, 2019
The U.S. government banned Huawei Technologies to target the company’s 5G telecom equipment, but it’s also had the unintended consequence of crippling the Chinese company’s smartphone business. Huawei is the manufacturer of the world’s No. 2 smartphone, and its business will likely be affected without access to components and software. The ban is also expected to impact other companies, including U.S.-based Broadcom, which says it will suffer a $2 billion hit from not being able to sell to Huawei. Meanwhile, Huawei has made it known that it would invest heavily in countries that welcome its products. Continue reading Huawei Ban Is Likely to Impact Phone Sales and Chip Firms
By
Debra KaufmanMay 30, 2019
The World Economic Forum’s Centre for the Fourth Industrial Revolution this week announced the creation of six new councils to address policy guidance in areas including artificial intelligence, autonomous vehicles, blockchain, IoT and precision medicine. Already a source of friction between the U.S. and China, AI is one emerging technology seen by many nations as crucial to future development and competition. As Stanford Institute for Human-Centered AI deputy director Michael Sellitto puts it, “many see AI through the lens of economic and geopolitical competition … [creating] barriers that preserve their perceived strategic advantages, in access to data or research.” Continue reading World Economic Forum Launches Councils on AI, IoT, More
Meta View, a new spatial computing company backed by Olive Tree Ventures and BNSG Capital, has acquired the IP assets of Meta Company, a pioneer in AR head-mounted displays that shut down earlier this year. Meta Company previously generated a lot of buzz regarding its Meta 2 headset and wide field-of-view display system. To run the new San Mateo, California-based company, Meta View has hired former Qualcomm VP Jay Wright as CEO. Wright co-founded Vuforia, where he served as president and GM cultivating the popular AR platform. Continue reading New Company Acquires Meta’s AR Assets and Hires CEO
As the trade war between China and the U.S. escalates, the Trump administration’s order preventing telecoms from using foreign-made hardware that could threaten national security has placed Huawei under increased scrutiny. As a result, a number of major tech companies — including ARM, Broadcom, Intel, Qualcomm and Xilinx — as well as carriers in Japan, Taiwan and the U.K. have stalled business with Huawei. Since Google plans to cut off Android support for new Huawei phones, the Chinese company faces significant trouble in Europe where it historically has been very successful. In response, Huawei is taking matters into its own hands and was granted a trademark last week for a smartphone OS to replace Android. Continue reading Facing New Pressure, Huawei Trademarks Own Mobile OS
By
Debra KaufmanMay 24, 2019
U.S. District Judge Lucy Koh sided with the Federal Trade Commission’s antitrust lawsuit against Qualcomm, finding that it “unlawfully stifled competition in the market for wireless chips.” This brings uncertainty to Qualcomm’s core business of licensing its patents; Koh ruled that the company must renegotiate all existing patent license deals. That could result in lower costs for Apple and other smartphone makers. The Trump administration has pointed to Qualcomm as a “keystone” in the U.S. tech competition with China. Continue reading Judge Rules For FTC Against Qualcomm in Antitrust Case
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Debra KaufmanMay 21, 2019
Alphabet’s Google has ceased transfer of hardware, software and services — except those available via open source licensing — to Huawei Technologies. Broadcom, Intel, Qualcomm, and Xilinx have also obeyed the Trump administration’s order to freeze business with China’s largest technology company (based on potential threats to national security). This action will also likely impact U.S. tech companies such as chipmaker Micron Technology and other firms that depend on China for their own growth, as well as slow down the worldwide rollout of 5G networks. Continue reading Google, Intel, Other U.S. Tech Firms Stop Selling to Huawei
By
Debra KaufmanApril 26, 2019
Samsung Electronics, which currently dominates the market for memory chips used in smartphones and servers (among other devices), is now set on developing what they call “logic chips,” or advanced chip processors. The company stated its plans to invest 133 trillion won ($116 billion) over the next 10 years, putting it on a path to compete with Intel and Qualcomm. In doing so, Samsung is expected to create 15,000 jobs in production and research. The company already designed its own microprocessors for its Galaxy phones. Continue reading Samsung Invests in Logic Chips to Rival Intel and Qualcomm
By
Rob ScottApril 17, 2019
Apple and Qualcomm agreed to a new license agreement and announced they would dismiss all litigation worldwide between the two companies. The truce brings a close to an extended legal battle over royalties involving smartphone tech. Apple has agreed to pay Qualcomm an undisclosed amount and Qualcomm will supply modem chips to Apple as part of a new multiyear deal. Hours after the settlement between Apple and Qualcomm was announced, chip rival Intel revealed it would cancel its plans to manufacture modem chips for 5G smartphones. Continue reading Apple and Qualcomm Call Truce and Drop Patent Litigation