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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
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Debra KaufmanOctober 23, 2020
Adobe released a beta version of a Photoshop tool that will make it easier to determine if an image is real or has been manipulated. The so-called attribution tool, which will first be tested with a select group of people, enables photo editors to attach more detailed, secure metadata to images. In addition to including who created the image, the metadata will provide information on how it was altered and if AI tools were used to do so. Adobe said it will also be clear if the metadata has been tampered with. This could be a step toward combatting deepfakes. Continue reading Adobe Beta-Testing New Tool to Detect Manipulated Images
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Debra KaufmanSeptember 15, 2020
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
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Debra KaufmanSeptember 4, 2020
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
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Debra KaufmanAugust 14, 2020
Qualcomm reached the end of a trying five-year period, battered by antitrust allegations, U.S.-China trade tensions, an activist shareholder and Broadcom’s hostile takeover attempt among other obstacles. This week, the U.S. Court of Appeals for the Ninth Circuit vacated a 2019 ruling by a federal judge that Qualcomm had overcharged phone makers for its patents and abused its monopoly position. Qualcomm chief executive Steve Mollenkopf is now predicting sales of between 175 million and 225 million 5G devices this year. Continue reading Qualcomm Faces Bright 5G Future After Appeals Court Ruling
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Debra KaufmanAugust 14, 2020
Microsoft is reentering the mobile phone market with the Surface Duo, a dual-screen Android device priced at $1,399 and up. According to Microsoft chief product officer Panos Panay, the company is accepting preorders for the phone that will ship on September 10. The phone will be sold on Microsoft’s website, and at AT&T and Best Buy. The Surface Duo’s screens completely unfold to act as a phone or a book to provide more space for apps. The Surface Duo may appear before Samsung’s Galaxy Z Fold 2, which currently has no official release date. Continue reading Microsoft Launches Dual-Screen Foldable Surface Duo Device
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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
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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
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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
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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
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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
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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
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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
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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