By
Debra KaufmanAugust 12, 2020
SoftBank, which spent $32 billion to buy ARM Holdings in 2016, is now actively considering ARM’s sale to Nvidia, according to SoftBank founder and chief executive Masayoshi Son. The company has also invested in Slack, WeWork, and Uber, which have experienced high-profile problems. The U.K.-based ARM Holdings, originally founded by Acorn, Apple and VLSI, designs low-power RISC chips that have become ubiquitous for mobile phones. Last month, SoftBank reportedly hired Goldman Sachs to explore options for a sale or going public.
Continue reading SoftBank Is Considering the Sale of ARM Holdings to Nvidia
By
Debra KaufmanAugust 11, 2020
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
By
Debra KaufmanAugust 6, 2020
T-Mobile announced it has launched what it claims is the world’s first nationwide standalone 5G network. Up until now, AT&T, T-Mobile and Verizon have all offered a version of 5G that is really 5G radios deployed on top of 4G LTE gear. T-Mobile’s new 5G network is completely “next-generation” and will enable new features as well as faster data speeds. T-Mobile stated that its 5G network is 30 percent larger than before, available in 2,000 more towns and cities in the U.S. Its network currently covers 1.3 million square miles. Continue reading T-Mobile Introduces First Nationwide End-to-End 5G Network
By
Debra KaufmanJuly 28, 2020
Last year, the Global Antitrust Institute, part of the Antonin Scalia Law School at George Mason University, organized and paid for a weeklong conference in California for antitrust regulators from 30 foreign countries, including Australia, Brazil, China and Japan. At the conference, these officials attended classes that were described as continuing education to learn more about the economic foundation of competition regulations. According to attendees and critics, however, the message of the conference also benefited Big Tech companies. Continue reading Amazon, Google, Qualcomm Support Global Antitrust Institute
By
Debra KaufmanJune 19, 2020
Qualcomm unveiled its next step towards widespread availability of 5G-enabled smartphones. The Snapdragon 690 is a more economical mobile platform with 5G connectivity, and support for cameras with up to 192-megapixel photos and 30-frame-per-second 4K HDR videos, the latter two based on AI chip enhancements for high bitrates. Snapdragon 690 incorporates the X51 modem, which offers global 5G band and global multi-SIM support, although it’s only capable of connecting to sub-6GHz 5G networks, excluding millimeter wave. Continue reading Qualcomm Snapdragon 690 Will Enable Mid-Tier 5G Phones
By
Debra KaufmanJune 11, 2020
As early as June 22, at its annual developer conference WWDC, Apple may reveal its plan to replace Intel chipsets with its own internally developed ones, code-named Kalamata. Sources indicate that announcing Kalamata this time of year will give third-party developers time to shift gears before the new Macs debut in 2021. Apple’s new chips will be based on the same technology as those in iPhones and iPads, although Macs will continue to run the macOS operating system rather than iOS software of the mobile devices. Continue reading Apple Plans to Unveil Its New Chips at Developer Conference
By
Debra KaufmanJune 10, 2020
In May, the U.S. Commerce Department banned the sale of any semiconductors made with U.S. software to China’s 5G behemoth Huawei Technologies. Now, that company’s stockpile of chips essential to its telecom business is dwindling, likely to run out by early 2021. According to sources, Huawei executives have yet to come up with a solution and, without one, the U.S. move is on track to disrupt China’s $500 billion 5G rollout. In the long-run, it could also sideline that country’s goal of dominating 5G globally
Continue reading Huawei Holds the Most 5G Patents, But Still Needs U.S. Tech
By
Debra KaufmanMay 19, 2020
The Trump administration intensified its battle with Huawei Technologies by issuing a new rule that bans Huawei and its global suppliers from using U.S.-made machinery and software to design or produce chips. Companies can apply for an exception to the measure, but the Trump administration stated these requests will likely be denied. Semiconductor Industry Association president and CEO John Neuffer said his group is worried that the rules would “create uncertainty and disruption for the global semiconductor supply chain.” Continue reading New Trade Rule Further Restricts Huawei Access to U.S. Tech
By
Debra KaufmanMay 8, 2020
According to sources, the U.S. Department of Commerce — which blacklisted China’s Huawei Technologies last year — is in the process of inking a new deal that will allow U.S. companies to work with it to set 5G standards. With last year’s blacklist, companies were at a loss to know what information and technology their employees could share with Huawei, and U.S. engineers stayed mum in international 5G standards-setting meetings. The result was that Huawei gained the upper hand in the discussions. Continue reading U.S. Drafting Rule to Allow Firms to Work on 5G with Huawei
By
Debra KaufmanApril 27, 2020
The Federal Communications Commission approved in a 5-0 vote that 6GHz Wi-Fi can be used by consumer electronics and industrial sensors for manufacturing. The FCC stated that the innovations possible with the high-speed Wi-Fi will help the U.S. become the leader in 5G. Under chair Ajit Pai, the FCC has modified use of the spectrum to accommodate the demand for mobile signals — and Wi-Fi already carries most mobile traffic. With the new Wi-Fi spectrum, next-gen devices will enjoy faster, more reliable connections. Continue reading FCC Approves Use of 6GHz Wi-Fi for Consumer Electronics
By
Debra KaufmanApril 23, 2020
On April 13, Broadcom vice president of sales Nilesh Mistry warned clients that the lead time for ordering parts has now grown to at least 26 weeks due to breakdowns in the supply chain. At Broadcom, which makes components for Apple iPhones, the typical lead time for deliveries had been two-to-three-months. Mistry explained that lockdowns in factories in Malaysia, Thailand, Singapore and the Philippines were “closing or severely restricting business operations.” Anything ordered now won’t arrive until the holiday season. Continue reading Broadcom Warns of Slowdown Due to Supply Chain Troubles
By
Debra KaufmanApril 3, 2020
On April 23, the Federal Communications Commission will vote on allowing Wi-Fi devices to access 6 GHz spectrum to ramp up its speed, an effort largely opposed by broadcasters and utilities. With the coronavirus pandemic, more Americans are at home using devices that have slowed down Wi-Fi. If the FCC does approve the plan, consumers could enjoy much faster Wi-Fi as soon as late 2020. FCC chair Ajit Pai noted that an approval “would effectively increase the amount of spectrum available for Wi-Fi almost by a factor of five.” Continue reading FCC to Vote on Allocating 6 GHz Spectrum For Faster Wi-Fi
By
Debra KaufmanFebruary 28, 2020
Qualcomm and ZeroLight are launching an end-to-end solution that uses the former’s 5G-ready Snapdragon XR2 mixed reality chipset to offer Boundless XR for high-bandwidth wireless connection for mixed reality headsets. Aimed at the enterprise market, Boundless XR will enable developers to create lightweight, low-power headsets with the rendering power of a 300-watt computer. The solution relies on WiGig (60GHz Wi-Fi) or 5G, if there are nearby 5G base stations, something that enterprises could access via private 5G networks. Continue reading Qualcomm and ZeroLight Introduce 5G Mixed Reality System
By
Debra KaufmanFebruary 27, 2020
San Francisco-based Revl, which uses artificial intelligence to power its video-stitching Revl X platform, raised $5.2 million in a Series A round led by Nimble Ventures and joined by Tuesday Capital, Silicon Valley Data Capital and Luma Pictures. Meanwhile, Vimeo introduced Vimeo Create, its short-form video editing platform aimed at social media. The new service was built out from Vimeo’s acquisition last year of Magisto for a reported $200 million. Backed by Qualcomm, Magisto also relies on AI for stitching videos together. Continue reading Revl Raises VC Funds, Vimeo Introduces Magisto Video Editor
By
Debra KaufmanJanuary 24, 2020
Although many observers would name Microsoft’s Xbox as the tech company’s biggest hardware business, chief executive Satya Nadella instead points to the company’s cloud. In fact, Microsoft is building an entire cloud infrastructure from data centers to servers and network stack. Nadella said that he doesn’t want the company to be defined “by what we achieved.” He pointed to the Internet of Things about to emerge. “We look at if there’s going to be 50 billion endpoints,” he said. “Let’s go … and define a strategy for that.” Continue reading Microsoft Bets on Internet of Things, Ends Xbox TV Feature