Category: Processors

AMD finished the year out with a big result seeing significant QoQ and YoY growth as it heads into 2021 with strong momentum behind it.
In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.
Qualcomm announces a change in CEO and positions the company for massive revenue and profit growth as the chip maker diversifies.
Despite what has been presented as a tumultuous year for Intel, the company delivered record revenue and a strong beat for its 2020 Q4.
The new Intel Partner Alliance further clarifies its XPU vision and sharpens the company’s focus on solutions, streamlining collaboration among Intel’s partners and new customers. Intel’s partners can expect an improved customer experience due to the simplification of multiple programs and infrastructures into a more unified, customer-centric partner program platform that is designed to entice broader innovation and cooperation. Equally relevant, Intel’s commitment to an XPU portfolio vision also helps crystallize its channel strengths across multiple types of compute, including CPU, GPU, FPGA, and accelerators. I expect the Intel Partner Alliance to fortify Intel’s competitive channel edge across the global ecosystem, especially against key rivals such as AMD and NVIDIA.
Activist Investor Dan Loeb announced his plans to push Intel to change its business in the coming year. A look at what is happening at Intel.
Salesforce's acquisition of Slack could be the first in a string of several deals to meant to remodel itself.
Qualcomm’s slick new integrated X60 5G Modem-RF system sets a new high bar for global premium-tier smartphone connectivity. Featuring both a welcome return to an integrated modem design, as well as a focus on global connectivity in the 5G era, as far as I can tell, the X60 delivers the world’s fastest commercially available 5G speeds. 7.5 Gbps is pretty impressive this early into 5G deployments and gets us a lot closer to 10 Gbps than I expected to be in 2020.
NVIDIA delivered another outstanding earnings report, featuring record-breaking revenues in its two biggest segments, data centers and gaming.
An acquisition of Xilinx by AMD would be another indicator of a hot semiconductor industry. The race is tightening, and as AMD, Intel, Qualcomm, Nvidia, Marvell, and others push for growth, the market benefits from the innovation that’s created.
Qualcomm had a blowout quarter as the company is seeing the strength of 5G, diversified business, and the end of ongoing regulatory disputes.
AMD in a big announcement day for the company delivered strong Q3 earnings while officially moving forward with the acquisition of Xilinx.

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