Qualcomm prevails at trial against Arm's claim that it breached a chip tech license acquired in the $1.4B Nuvia purchase in 2021; Arm plans to seek a retrial
- US jury finds Qualcomm didn't violate terms of agreement — Delaware jurors were unable to agree on Nuvia's alleged breach
Sources: in 2022, Intel lost out to AMD and TSMC on a contract to design and fabricate Sony's PS6 chip, a significant blow to its contract manufacturing unit
Intel (INTC.O) lost out on a contract to design and fabricate Sony's PlayStation 6 chip in 2022, which dealt a significant blow …
Sources: MediaTek is designing an Arm-based chip for Windows laptops, slated to launch late in 2025 after Qualcomm's exclusive deal expires
Taiwanese chip design giant MediaTek (2454.TW) is developing an Arm-based personal computer chip that will run Microsoft's (MSFT.O) Windows operating system …
Sources: MediaTek is designing an Arm-based chip for Windows laptops, slated to launch late in 2025 after Qualcomm's exclusive deal expires
Taiwanese chip design giant MediaTek (2454.TW) is developing an Arm-based personal computer chip that will run Microsoft's (MSFT.O) Windows operating system …
Intel reports Q1 revenue up 9% YoY to $12.72B, vs. $12.78B est., Data Center and AI up 5% to $3B, and Q2 revenue guidance below est.; INTC drops 10%+
The company reported a GAAP loss … Josh Lamb / Proactive : Intel sinks as guidance disappoints Tobias Mann / The Register : Intel excited by PC sales pop and GPU prospects, but inv...
Sources: Nvidia has begun designing ARM CPUs for Windows PCs, and AMD also plans to build ARM chips; source: Nvidia and AMD could start selling them in 2025
Nvidia (NVDA.O) dominates the market for artificial intelligence computing chips. Now it is coming after Intel's longtime stronghold of personal computers.
Sources: Nvidia has begun designing ARM CPUs for Windows PCs, and AMD also plans to build ARM chips; source: Nvidia and AMD could start selling them in 2025
Nvidia (NVDA.O) dominates the market for artificial intelligence computing chips. Now it is coming after Intel's longtime stronghold of personal computers.
Draft IPO filing: Arm's revenue fell 1% YoY to $2.68B in its fiscal year ended on March 31, 2023; sources: Arm plans to sell ~10% of its shares in its listing
- Decline in revenue is according to US accounting standards — Arm's parent SoftBank posted gains for unit under IFRS
Sources: SoftBank acquired a 25% stake in Arm from its Vision Fund unit at a $64B valuation and plans to make the chip designer's IPO filing public on August 21
Anirban Sen / Reuters :
AMD reports Q4 revenue up 16% YoY to $5.6B, vs. $5.5B est., net income down 98% YoY to $21M, and Client segment revenue down 51% YoY due to weak PC chip sales
Kif Leswing / CNBC :
Square's parent company Block sells access to customers' email addresses used to receive receipts, which privacy experts say falls short of best practices
When COVID-19 forced Compass Coffee to close down its Washington, D.C.-area shops, the roastery's owners turned to email to stay in touch with customers.
The Biden administration issues sweeping rules that significantly expand the limits on exports to China of chips and tools to make advanced chips and other tech
The U.S. unveiled a set of new regulations Friday that aim to choke off China's access to advanced chips …
Nvidia and AMD say the US has imposed restrictions on exporting chips for AI-related applications to Russia and China, including Nvidia's A100 and AMD's MI200
The U.S. has begun to impose fresh restrictions on exports of advanced chips necessary for AI-related applications to Russia and China …
A look at YouTube's Argos, its in-house designed custom chip for transcoding videos, now in its second generation and deployed to thousands of servers globally
if not a better — quality experience for viewers."" https://twitter.com/... Max A. Cherney / @chernandburn : One of the most interesting big trends in the chip industry is the tech...
AMD Q1: revenue grew 71% YoY to $5.89B, including $2.8B from Computing and Graphics, up 33% YoY, and $2.5B from Enterprise, Embedded and Semi-Custom, up 88% YoY
Hey Global Investor! Steve Dent / Engadget : AMD teases new ‘Dragon Range’ CPUs for high-end gaming laptops Dylan Martin / The Register : AMD to offer CPUs with Xilinx AI engine in...
Meta beats with Q4 revenue of $33.67B vs. $33.4B est., up 20% YoY, 2.91B MAUs, up 4% YoY, but misses with EPS of $3.67 vs. $3.84 est.; stock down 20%+
- Facebook earnings came in below expectations for the fourth quarter, and the company said numerous challenges are ahead in the first quarter.