The ongoing Arm versus Qualcomm legal battle could reshape the smartphone market due to Qualcomm’s reliance on Arm’s architecture for Snapdragon processors. If Arm’s license cancellation proceeds, it threatens Qualcomm’s processor production, impacting Android devices’ performance.
The escalating US-Huawei tensions profoundly impact the global VOIP industry by highlighting the strategic importance of technological independence. Ongoing sanctions against Huawei emphasize a pivotal point: adaptability in sourcing components is crucial. As these US-China dynamics unfold, VOIP providers must anticipate shifts in technological power impacting future market strategies.
Marvell Technology is experiencing substantial growth in its data center AI segment, despite an overall revenue dip for the second quarter of fiscal 2025. The company reported net revenue of $1.273 billion and a significant reduction in net loss compared to the previous year. Driven by strong AI demand, Marvell’s data center business saw record revenue, setting the stage for robust growth opportunities.
The US government has taken a significant step by revoking specific licenses that allow American chip manufacturers to export goods to Huawei, the Chinese tech giant. This action will notably reduce the sales of major chip producers like Intel and Qualcomm to China.
At the recent Embedded World event, Qualcomm, the US mobile chip giant, has introduced a new wifi System-on-Chip (SoC) named the QCC730 Wi-Fi solution. This innovative chip boasts an impressive 88% reduction in power consumption compared to previous equivalents, making it a game-changer for battery-powered IoT (Internet of Things) devices.
With a hefty $6.6 billion subsidy by the U.S. government, Taiwan Semiconductor Manufacturing Co (TSMC) embarks on an unprecedented development in semiconductor industry. This boost is not only expected to foster job creation with an estimate of up to 6,000 high-tech positions but also promises to democratize access to advanced technologies.
In the ongoing geopolitical saga between the US and China, the global supply chain and the semiconductor industry are at the forefront. Both nations’ governmental bodies are ramping up subsidies to stimulate growth in domestic manufacturing and insulate against sanctions.
A research team led by Professor Wang Cheng from the Department of Electrical Engineering (EE) at City University of Hong Kong (CityUHK) has developed a world-leading microwave photonic chip that is capable of performing ultrafast analog electronic signal processing and computation using optics.
In the ongoing technological rivalry between the United States and China, Huawei has emerged as a significant beneficiary, particularly in the realm of artificial intelligence (AI). The U.S. government, in its persistent efforts to hinder China’s progress in AI development, has implemented various bans on the sale of certain products from American companies to their Chinese counterparts. The focus of this battle shifted notably to AI over the past year, with China positioning itself as a frontrunner in AI, albeit still relying on U.S. company Nvidia for crucial high-performance chips.
IDC predicts a promising future for the semiconductor industry, driven by AI advancements and a stock level recovery. With a refreshed outlook signaling sustainable growth, the firm anticipates global chip revenue of $526.5 billion in 2023. Progress can be seen in the revised revenue forecast for 2024, hinting at a 20.2% year-on-year growth to $633 billion.
