Category: Semiconductors and Components

Qualcomm is pushing its CPU capabilities by acquiring chipmaker NUVIA in a $1.4 billion deal that should provide a big boost to Qualcomm.
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.
In a surprising update, long time Qualcomm CEO Steve Mollenkopf has announced plans to retire with President Cristiano Amon to succeed him.
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.
Intel held its annual analyst conference giving a view into the company's strategy and the road forward. Here are some key takeaways
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.
AWS CEO Andy Jassy delivered an onslaught of news at his annual reInvent keynote. Here is analysis of five items that caught our attention
Apple is set to launch its next generation of MacBooks. For the first time since the surprise 2005 announcement by Steve Jobs that Apple was moving from PowerPC to Intel (x86), the company is set to take on chip-making responsibility for the Mac.
The technology industry has been a bright spot for the global economic recovery from the effects of the coronavirus lockdowns.

Thank you, we received your request, a member of our team will be in contact with you.