Western Digital and Kioxia Merger Could Impact Chip Market

California-based data technology company Western Digital is purportedly in “advanced merger talks” with Japan’s computer memory firm Kioxia Holdings, according to sources who added that a deal could be inked as soon as mid-September. Western Digital’s shares rose 8 percent in reaction to the Wednesday news and continued to rise on Thursday. Sources said Western Digital would complete the deal with stock and that its chief executive David Goeckeler would run the combined company. According to Barron’s, the deal would be valued at about $20 billion. Continue reading Western Digital and Kioxia Merger Could Impact Chip Market

AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips

Advanced Micro Devices (AMD) agreed to pay $35 billion in stock to acquire Xilinx, which will enable it to diversify into chips for 5G wireless communications and automotive electronics. The company, which has some of the strongest sales in its 51-year history, has traditionally been Intel’s rival for computer chips. With Xilnix, AMD could also provide components for data centers and compete with Nvidia in that space. The all-stock deal is still topped by Nvidia’s plan to purchase UK chipmaker Arm for $40 billion. Continue reading AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips

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

Commerce Department Tech Ban Checks Huawei’s 5G Plans

When the U.S. Commerce Department banned chipmakers that use U.S. technology from supplying their products to Huawei, it crippled the Chinese company’s ability to build out 5G networks. Specifically, all semiconductor manufacturers use U.S. technology to build components integrated into 5G base stations. Research firm EJL Wireless Research did a teardown of a 2019 Huawei base station and determined the ban will impact “dozens of critical components.” Huawei said its 5G launches and operations will be disrupted by the ban. Continue reading Commerce Department Tech Ban Checks Huawei’s 5G Plans

Huawei Increases Use of Its Own Chips in 5G Base Stations

When the Commerce Department banned U.S. manufacturers from selling chips to China’s Huawei Technologies, that company increased its own chipmaking capacity in its semiconductor company HiSilicon. According to U.S.-based Huawei executive Tim Danks, in Q4 the company shipped more than 50,000 5G base stations embedded with its chips, about 8 percent of all base stations it sold up to February this year. Danks reported that, although Huawei is ramping up HiSilicon efforts, it intends to return to U.S. technology when possible. Continue reading Huawei Increases Use of Its Own Chips in 5G Base Stations

GlobalFoundries Claims Taiwan Chip Giant Violated Patents

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

Facing New Pressure, Huawei Trademarks Own Mobile OS

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

Google, Intel, Other U.S. Tech Firms Stop Selling to Huawei

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

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