By
Debra KaufmanApril 1, 2021
Prominent semiconductor designer Arm, which licenses its designs to others, debuted Armv9 architecture, which features its first major architectural advance in a decade and includes a 30 percent improvement in speed. Arm chief executive Simon Segars revealed that Armv9 will be “the base for the next 300 billion Arm-based chips.” Its customers have already shipped 180+ billion chips that impact 70+ percent of the global population. Nvidia is in the process of acquiring Arm, which is based in the United Kingdom, for $40 billion. Continue reading Arm Unveils Armv9, New Design Aimed to Enable AI, IoT, 5G
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Debra KaufmanMarch 12, 2021
Apple is planning to build a 98,400-square-foot semiconductor design center in Munich, Germany, part of a 1 billion euro ($1.2 billion) investment to create customized chips for 5G mobile devices and other wireless technologies in Germany. The company plans to move into the facility in late 2022. Munich is a regional hub for chip development and home to Apple partner Infineon Technologies and the Fraunhofer Group for Microelectronics, a major European semiconductor-based technology research institute. Continue reading Apple Reveals Plan to Build a Chip Design Center in Germany
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Debra KaufmanFebruary 18, 2021
As Nvidia moves to close its $40 billion deal to acquire Arm Holdings, tech companies Google, Microsoft and Qualcomm are saying the deal will harm competition and are asking for regulatory intervention. The UK-based Arm, which licenses its chip technology to Amazon, Apple, Huawei Technologies, Intel and Samsung Electronics among others, is known as the Switzerland in the semiconductor industry because it licenses its technology to companies rather than competes with them. Critics fear that Nvidia would change this policy or raise the cost. Continue reading Nvidia Acquisition of Arm Faces FTC Probe, Big Tech Critics
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Debra KaufmanFebruary 16, 2021
President Joe Biden is expected to sign an executive order for a 100-day review by the National Economic Council and National Security Council on the manufacturing and packaging of semiconductor chips, with a focus on supply chain blockages that have created shortages. The government review will also examine supply chain issues for other critical goods including minerals, medical supplies and high-capacity batteries. Later this year, supply chain assessments for other critical products will be conducted. Continue reading Biden Administration to Review Semiconductor Supply Chain
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Debra KaufmanFebruary 10, 2021
Although most people do not have access to 5G networks yet, the U.S. and China are already in a race to be the first nation to develop and patent 6G, expected to be up to 100 times faster than 5G’s peak speed. Experts note that 6G is currently a “theoretical proposition” and the technology is at least 10 to 15 years away. However, the possibility that 6G can usher in “the next industrial revolution” — from flying taxis to real-time holograms — has made it a potent focus of a geopolitically-influenced race. China is currently considered the leader in 5G. Continue reading U.S. and China Already in an Arms Race for 6G Technologies
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Debra KaufmanFebruary 9, 2021
In 2019, Facebook developed open-source network software Magma to help in the speedy, efficient buildout of mobile networks. Now Magma is poised to bring together the software and hardware sides of 5G. Magma provides a software-centric distributed mobile packet core and tools for automating network management that integrates with the existing back end of a mobile network. Importantly, it also meshes with new 5G networks as well as existing LTE networks, which makes it easier to enhance and build mobile networks at scale. The Linux Foundation will now work with groups to host the next stage of Magma’s evolution using a vendor-neutral governance framework. Continue reading Linux Foundation to Host Open-Source Magma Project for 5G
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Debra KaufmanFebruary 9, 2021
Qualcomm chief executive Cristiano Amon has announced a serious shortage of semiconductor chips impacting a range of industries. In the early days of the COVID-19 pandemic, manufacturers of electronics and vehicles first drastically cut back their demand for chips but then reversed course and demand skyrocketed. Amon is just one of several industry leaders warning of the shortages and highlighting manufacturers’ reliance on outsourcing chip production to companies such as Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics. Continue reading Chip Shortage Affects Electronics, Gaming, Vehicles, Aviation
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Debra KaufmanJanuary 27, 2021
Samsung Electronics may build an up-to-$17 billion chip manufacturing plant in Arizona, Texas or New York, according to sources, and is reportedly scouting two locations in the Phoenix area, two locations in the Austin vicinity and an industrial campus in New York’s Genesee County. The decision to build in the U.S. hinges on the availability of federal government incentives to balance out cheaper costs and government incentives elsewhere. Samsung’s plant would employ up to 1,900 people and open by October 2022. Continue reading Samsung Looking to Launch Chip Manufacturing Plant in U.S.
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Debra KaufmanJanuary 20, 2021
During the all-digital CES 2021, lidar (light detection and ranging) technology was presented as a key tool for building autonomous vehicles, smart homes and infrastructure for smart cities. Lidar, which senses what an object is based on its shape, first appeared in the 1970s but, up until now, has been too expensive and complicated for broad industrial use. Seoul Robotics, Intel’s Mobileye and Blickfeld were among the companies at CES showcasing real-world lidar applications. Lidar is predicted to triple to an almost $3 billion market by 2025. Continue reading CES: Seoul Robotics, Mobileye Enable Lidar for Smart Cities
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Debra KaufmanJanuary 15, 2021
During this week’s CES 2021, Deloitte Consulting principal Dan Littman led an inquiry into how the 5G rollout fared in 2020, with AT&T Business chief executive Anne Chow and Qualcomm Technologies senior vice president of engineering Alejandro Holcman. “5G is a new-generation wireless technology filled with complexity of technology, ecosystems and government requirements,” said Littman. “And 2020 made everything a little more challenging.” He asked Chow and Holcman to describe how 5G has been challenged and/or accelerated during the year. Continue reading CES: Acceleration of Technology, Adoption in 5G’s First Year
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Debra KaufmanJanuary 15, 2021
Deloitte Consulting principal Dan Littman, AT&T Business chief executive Anne Chow and Qualcomm Technologies senior vice president of engineering Alejandro Holcman discussed current and future 5G use cases and obstacles to deployment during a CES 2021 session. Chow noted her group is seeing “the smart factory of the future,” especially due to sensitivities over human contact and proximity during COVID-19. “Education is similar,” she said. “We’re still heavily virtual and we won’t go [all the way] back to the way it was.” Continue reading CES: AT&T and Qualcomm Executives Discuss 5G Use Cases
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Phil LelyveldJanuary 14, 2021
Thomas Friedman, three-time Pulitzer Prize winning author and columnist for The New York Times discussed his latest thesis that the world has moved from the Industrial Revolution to a world that is “Fast, Fused and Deep.” During CES 2021, Friedman spoke with Professor Amnon Shashua, president and CEO of Mobileye, the Israeli subsidiary of Intel that develops autonomous and assisted driving AI solutions. Friedman framed the discussion by describing the Industrial Revolution as establishing “Walls” to govern the transfer of trade and human beings, a “Floor” as a social safety net to cushion people, and a “Ceiling” on the pace of change. Continue reading CES: Pulitzer Winner Details Megashifts Impacting Our World
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Debra KaufmanDecember 14, 2020
Apple has begun building its own cellular modem for smartphones, to replace those now purchased from Qualcomm, according to Apple senior vice president of hardware technologies Johny Srouji. He added that it is one of the few wireless chips that Apple designs, along with the W-series in the Apple Watch and U1 Ultra Wideband (UWB) chip in the iPhone. In addition to reducing costs, moving the modem in-house could eventually lead to cellular connectivity becoming a standard feature for the iPad, Apple Watch and other devices. Continue reading Apple Begins Working on Its Own Cellular Modem for Devices
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Debra KaufmanDecember 3, 2020
Amazon and Apple are abandoning Intel chip technology in favor of their own Arm-based products. Last month, Apple introduced Mac computers with its own chips and, in June, Amazon began marketing a new computing service based on its Arm chips that the company contends is 20 percent cheaper and faster than its Intel-based services. Amazon is also creating the foundation for building its own quantum computer and its cloud computing division is adding products to allow customers greater local control of their data. Continue reading Amazon, Apple Lead Movement to Develop Their Own Chips
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Debra KaufmanNovember 9, 2020
A major supplier of 5G chips, Qualcomm predicted shipments of 450 million to 550 million 5G smartphones in 2021, a number at least double of what’s expected by the end of this year. Chief executive Steve Mollenkopf revealed that sales of smartphones was a significant part of the company’s latest quarterly earnings. He also noted that Qualcomm is already seeing benefits from Internet of Things devices and networking gear using 5G chips. In addition, Apple’s 5G-enabled iPhone 12 is expected to be a boon for Qualcomm’s modems. Continue reading Increasing Demand for 5G Lifts Qualcomm Earnings, Revenue