Nvidia agreed to pay $40 billion — $21.5 billion in stock, $12 billion in cash — for SoftBank’s Arm division, a chip designer based in the United Kingdom. Nvidia will pay $2 billion on signing, and SoftBank will also receive $5 billion in cash or stock should Arm’s performance meet specific standards. Arm employees will receive $1.5 billion in Nvidia stock. This will be the biggest semiconductor industry deal since SoftBank paid $31.4+ billion to purchase Arm in 2016. The deal will also increase competition between Nvidia and Intel. Continue reading Nvidia Acquisition of SoftBank’s Arm Brings Rewards, Risks

In response to complaints from developers, Apple tweaked rules surrounding in-app purchases for iPhone and iPad games that stream directly from the Internet. The company is not changing the 15 to 30 percent fees for app downloads, in-app purchases and subscriptions — a major bone of contention for many developers — but is applying the fees to fewer situations. This change and several others, however, does not impact the existing legal battle between Apple and Epic Games, and Epic chief executive Tim Sweeney criticized Apple’s latest move. Continue reading Apple Reveals a Number of Changes to Its App Store Rules

Next year, Huawei Technologies will begin to sell phones running its own operating system, HarmonyOS, and app ecosystem. After the Trump administration limited the Chinese company’s access to U.S.-originated components and chips built with U.S. technology, Huawei was cut off from all Google software. Nonetheless, in Q2, its phones were top sellers, beating out Samsung and Apple, mainly due to strong domestic sales. The beta version of its new phones will be available to app developers by the end of 2020. Continue reading Huawei to Sell Phones with Its Own OS and App Ecosystem

The battle between Apple and Epic Games over the former’s commission fees for games sold in its App Store has heated up. Apple and Google both tossed Epic Games’ “Fortnite” from their app stores after Epic debuted an in-app payment system that prevented both companies from reaping 30 percent of customers’ spending. Epic Games filed a lawsuit, and Apple just filed a countersuit, accusing the software developer of “duplicity and greed” and asking a judge for punitive damages. Epic Games has seen its iOS- and Mac-based usership plunge. Continue reading Epic Games and Apple Continue Heated Feud Over App Fees

If Nvidia acquires Arm Ltd. in the next few weeks, which many experts predict will happen, the company may be in the position to dominate the next computing ecosystem. Jefferies semiconductor analyst Mark Lipacis notes that, the computer industry goes through a “strategic inflection point” every 15 years, with research showing that dominant players in each era account for 80 percent of the profits. Different ecosystems are the result of “multi-pronged” strategy by those companies that come out on top. Continue reading Nvidia Purchase of Arm Signals Inflection Point in Computing

The COVID-19 pandemic has fueled a shift to streaming media, creating opportunities for TV manufacturers. In late 2019, Vizio TV, one of the biggest TV makers in North America, began selling ads for streaming movies, TV shows and digital videos on its screens. It now wants to build out this new business unit to create a recurring revenue source separate from TV set sales. Sources said that Vizio’s platform revenue this year comes mostly from advertising, which appears to be on track to double year-over-year. Continue reading Smart TV Makers Want a Bigger Slice of Streaming Ad Market

Niantic, the company that successfully created augmented reality experiences of Pokémon, Harry Potter and other intellectual properties, revealed its plans to offer its own consumer AR platform, with hardware, software and support for third-party developers. The Niantic Planet-Scale AR Alliance is a coalition of cell phone partners, including Deutsche Telekom, EE, Globe, Orange, SK Telecom, SoftBank Telus and Verizon that will distribute “exclusive 5G-ready AR content,” publicly demonstrating 5G consumer AR experiences. Continue reading Niantic Gathers Telecom Dream Team to Advance AR Content

Apple is upgrading its operating system with privacy controls that reportedly have some advertisers worried. Set to debut in the fall, Apple’s iOS 14 will require apps to ask its users if they want their Internet activity tracked. Many digital publishers are concerned that most users will opt out, which would prevent them from personalizing ads and thus result in a slump in revenue. Facebook has spoken out, pointing out that it will no longer be able to collect a users’ advertising identifiers (IDFA) without their permission. Continue reading Apple Privacy Controls Are Likely to Impact Digital Publishers

U.S. District Judge Yvonne Gonzalez Rogers ruled that Epic Games can maintain access to Apple’s Developer Tools but that its game “Fortnite” will stay out of its App Store. “Apple has chosen to act severely, and by doing so, has impacted non-parties, and a third-party developer ecosystem,” wrote the judge. Epic Games founder and chief executive Tim Sweeney is battling Apple and Google over their app store commissions. Apple’s response to the ruling was to state it looked “forward to making our case to the court in September.” Continue reading Epic Games Wins a Partial Victory in Legal Battle with Apple

Amazon built its largest office building in the world in Hyderabad, a city of 10 million in southern India also known as Asia’s Silicon Valley. Amazon spokesperson Minari Shah said, “Hyderabad is a known software tech talent center, and the government has been an enabler for us to have a campus this size.” Apple, Facebook, Google and Microsoft also have bases in that city. In the United States, Amazon said it will hire 3,500 white-collar employees, including 2,000 in New York, continuing with plans it made prior to the COVID-19 outbreak. Continue reading Amazon Builds Mammoth Facility in India, Plans U.S. Growth

As the U.S.-China trade war heats up, Taiwan-based electronics manufacturers including Foxconn and Pegatron are considering opening new factories in Mexico, South America’s second largest economy. Sources said Foxconn would manufacture Apple iPhones in Mexico but will make a final decision later this year. Apple would not comment. Pegatron is “in early discussions with lenders” for a Mexico facility to assemble semiconductors and other electronic components. This “near-shoring” would move supply chains away from China. Continue reading Electronics Manufacturers Consider Building Plants in Mexico

The S&P 500 achieved record heights via the 37 percent rise in shares of the Big Five tech companies in the first seven months of 2020. Apple, Amazon, Alphabet, Microsoft and Facebook, the five largest publicly traded companies in the U.S., now account for 20 percent of the entire stock market’s total value. Meanwhile, according to Credit Suisse, all other stocks, fell a combined 6 percent. Apple’s valuation hit $2 trillion, the first U.S. company to do so, and only 21 weeks after its $1 trillion valuation. Continue reading Big Five Tech Companies Dominate the Rise in Stock Market

Apple unveiled two live radio stations on Apple Music, available in 165 countries, and renamed its flagship station, Beats 1, as Apple Music 1. Apple Music Hits will showcase top songs from the 1980s, 1990s and 2000s, and Apple Music Country will highlight country music. Apple Music’s Beats 1, which launched in 2015, has become a popular destination for music listening and offers in-depth artist interviews as well as global exclusives and premieres. The station also promotes human curation and artist camaraderie. Continue reading Apple Music Debuts New Stations, Renames Flagship Beats 1

The Justice Department and Attorney General William Barr plan to bring an antitrust lawsuit against Google as soon as this summer, but not all of the DOJ staffers are happy with what they say is an “aggressive timeline.” Critics believe that the case isn’t ready for trial and that they need more time to determine if the “millions of pages of documents” contain enough evidence to win the case. But Deputy Attorney General Jeff Rosen stated that the case is “a major priority” and the DOJ is “going full-tilt.”

Continue reading Some DOJ Lawyers Warn of a ‘Rush’ to Bring Google Lawsuit

App Annie reported that, in the first half of 2020, users spent 1.6 trillion hours on mobile devices, a big leap from the same period in 2019. App Annie market insights director Amir Ghodrati stated that, even if millions of people are out of work, it’s crucial for brands and companies to advertise on mobile devices, to acquire new users and enable them to set up new app habits. According to App Annie, psychologists say it takes an average of 66 days to form a habit. As the coronavirus pandemic continues, those habits are solidifying. Continue reading Advertising Opportunities Emerge for Mobile During Pandemic