Biden Administration to Review Semiconductor Supply Chain

President Joe Biden is expected to sign an executive order for a 100-day review by the National Economic Council and National Security Council on the manufacturing and packaging of semiconductor chips, with a focus on supply chain blockages that have created shortages. The government review will also examine supply chain issues for other critical goods including minerals, medical supplies and high-capacity batteries. Later this year, supply chain assessments for other critical products will be conducted. Continue reading Biden Administration to Review Semiconductor Supply Chain

Increasing Demand for 5G Lifts Qualcomm Earnings, Revenue

A major supplier of 5G chips, Qualcomm predicted shipments of 450 million to 550 million 5G smartphones in 2021, a number at least double of what’s expected by the end of this year. Chief executive Steve Mollenkopf revealed that sales of smartphones was a significant part of the company’s latest quarterly earnings. He also noted that Qualcomm is already seeing benefits from Internet of Things devices and networking gear using 5G chips. In addition, Apple’s 5G-enabled iPhone 12 is expected to be a boon for Qualcomm’s modems. Continue reading Increasing Demand for 5G Lifts Qualcomm Earnings, Revenue

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

Apple and Qualcomm Call Truce and Drop Patent Litigation

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

Qualcomm Alleges Apple Shared Trade Secrets to Help Intel

In California Supreme Court in San Diego this week, Qualcomm charged Apple with stealing computer source code, software development tools and log files of data about its products’ performance and giving it to Intel, with the goal of reducing its need for Qualcomm chips. The two tech behemoths have been involved in a legal battle since last year, when Qualcomm accused Apple of a “multiyear campaign of sloppy, inappropriate and deceitful conduct to steal Qualcomm’s information and trade secrets” to help Intel. Continue reading Qualcomm Alleges Apple Shared Trade Secrets to Help Intel

Qualcomm Kills NXP Acquisition in Wake of China Trade War

Qualcomm has abandoned its $44 billion deal to buy Dutch chipmaker NXP Semiconductors after China held up approval of the transaction for more than 20 months. The death of the deal means that Qualcomm will buy back up to $30 billion of its stock in an attempt to raise share prices. China dragged its heels after the Trump administration imposed tariffs on numerous Chinese goods and China retaliated. Experts say China withheld approval of the sale to gain leverage in negotiations with Washington. Continue reading Qualcomm Kills NXP Acquisition in Wake of China Trade War

Broadcom Raises Stakes in Takeover Bid for Rival Qualcomm

In what it calls its “best and final” offer, Broadcom raised its takeover bid yesterday for chipmaker Qualcomm from about $70 a share to $82 a share, or about $121 billion. The new offer comes a month before Qualcomm’s next shareholder meeting. A takeover would result in a company whose products would be used in most smartphones worldwide. However, “Qualcomm’s leadership fiercely opposes” the acquisition, reports The New York Times, “while analysts have said that even if shareholders approved the deal, it could be rejected on antitrust grounds.” Continue reading Broadcom Raises Stakes in Takeover Bid for Rival Qualcomm

New Tech Enabled by 5G Networks Will Be Highlighted at CES

CES attendees will see the latest in numerous technologies, but one to watch this year is 5G, the shorthand phrase for fifth-generation wireless technology. Currently, users of smartphones and connected devices get 4G connectivity, and experts expert that 5G will have a significant impact on powering tech trends, from IoT (Internet of Things) devices to smart homes and smart cities. At CES 2017, Qualcomm chief executive Steve Mollenkopf deemed 5G the “biggest thing since the introduction of electricity.” Continue reading New Tech Enabled by 5G Networks Will Be Highlighted at CES

Apple Looks to Other Chip Suppliers Amid Qualcomm Dispute

In the midst of its legal battle with Qualcomm, Apple is designing next year’s products with modem chips from Intel or MediaTek. According to sources, Apple has taken this step because San Diego-based Qualcomm has not supplied the software necessary to test its chips in the Silicon Valley company’s iPhone and iPad prototypes. However, Qualcomm argues this point and is now suing Apple for failing to abide by the terms of its software license. Apple filed a federal suit against Qualcomm in January, claiming it unfairly blocks rivals and charges excessively steep patent royalties. Continue reading Apple Looks to Other Chip Suppliers Amid Qualcomm Dispute

CES 2017: That Just Happened – Closing Day Takeaways

CES 2017 may be best remembered not for one standout product, but for revealing a new and powerful generation of technology and the things it enables. The top five CES hashtags as the show ended perfectly summarize the hot topics of the week: #tech, #iot, #ai, #VR, and #CES. It was also a remarkably balanced show in the sense that almost every product category and business sector reflected applications and the impact of this evolution. Moore’s Law is alive, tomorrow is here, and the pace is accelerating. Three of the most important presentations of the week were made by Nvidia, Intel, and Qualcomm. Their processors deliver the power necessary for this next level of computing. Continue reading CES 2017: That Just Happened – Closing Day Takeaways

CES 2017 Keynote Speaker Line-Up Foretells Scope of Show

A look at the line-up of keynote speakers for the upcoming CES 2017 show in Las Vegas confirms the Consumer Technology Association’s expanding worldview and provides a leading indicator of what to expect when the sprawling show opens on January 5. The “night before” keynote, made famous by Bill Gates, is now a coveted timeslot occupied this year by Nvidia co-founder and CEO Jen-Hsun Huang, making his first CES keynote presentation. Nvidia’s substantial investment in artificial intelligence along with its well-established achievements in self-driving cars, VR, and gaming are likely topics. Continue reading CES 2017 Keynote Speaker Line-Up Foretells Scope of Show

Qualcomm Snapdragon Processors Power Connected Devices

At Qualcomm’s CES press conference, CEO Steve Mollenkopf noted that the company has dedicated more than $38 billion to R&D with emphasis on areas such as automotive, smart cities, wearables, networking, smart homes, data centers, healthcare and smartphones. The company announced partnerships with German automaker Audi and pharmaceutical company Novartis. The chipmaker also launched an entire smart home reference platform to make it easy to integrate their Snapdragon chips into smart home devices. Continue reading Qualcomm Snapdragon Processors Power Connected Devices

Qualcomm to Challenge Intel in Growing Server Chip Market

Qualcomm, which dominates the mobile phone chip market, is preparing to launch a new chip containing 24 processing cores, designed for server computers that run corporate networks and are the backbone of the Internet. Up until now, Intel has been the leader in that arena, but Qualcomm, slated to report its first annual decline since 2009, is eager to seek out new areas of growth and believes that providing an alternative chip to the operators of data centers could be worth $15 billion by 2020. Continue reading Qualcomm to Challenge Intel in Growing Server Chip Market

CES Keynotes to Go Well Beyond Typical Hardware and Devices

The showpiece keynote sessions at the 2015 International CES underscore the scope of industry and breadth of innovation gathering in Las Vegas January 5-9. Of this year’s four featured keynote speakers, two represent leading automobile manufacturers, one is the CEO of a leading tech giant, and only Samsung’s Boo-Keun Yon, opening the show on Monday night at the Venetian’s Palazzo Ballroom, represents what would be considered a typical CES keynote highlighting consumer electronics devices. Continue reading CES Keynotes to Go Well Beyond Typical Hardware and Devices