Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia
TAIPEI/TOKYO — It looks something like heavy-duty plastic wrap and is buried so deep in the guts of an iPhone that most users don't even know it exists.
Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026
Wall Street Journal :
Qualcomm unveils two AI inference chips, the AI200, set for 2026, and the AI250, planned for 2027, and says Humain is the first customer; QCOM jumps 14%+
Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia …
Docs: Arm was working on a strategy in 2019 to hike prices to boost annual smartphone revenue by ~$1B over 10 years, and has discussed designing its own chips
mulls designing own chips to rival competitors Paul Thurrott / Thurrott : Report: Arm Holdings Plans Sweeping Price Hikes Adam Levine / Barron's Online : Qualcomm's New Hire Suggest New Interest in Da...
Companies and customers say the cost of renting cloud services using Nvidia's A100 and H100 chips is lower in China than in the US despite the export controls
$6 per hour for eight Nvidia A100 GPUs Shrilekha Pethe / TipRanks Financial : Nvidia's (NASDAQ:NVDA) AI Chips Flood China Despite U.S. Export Ban Stephanie Palazzolo / The Information : Musk's Rivals ...
The Nasdaq fell 2.77% on July 17, its worst drop since December 2022, with ASML down 12.74%, NVDA down 6.62%, and META down 5.68%; TSMC on the NYSE fell 7.98%
quoted on @Investingcom — saying that Intel is the “only alternative” to TSMC and that they see 100% upside potential. https://www.investing.com/... Travis Hoium / @travishoium : $ASML may be an incre...
What to expect at Computex 2024, where the CEOs of Nvidia, AMD, Intel, Qualcomm, and Arm are speaking, as AI hardware products like AI PCs take center stage
- Nvidia, AMD, Intel, Qualcomm, Arm chiefs all speaking at show — Computex popularity underscores Taiwan's global importance
Server CPU designer Ampere announces that its AmpereOne chip family will grow to 256 cores by next year; Ampere will work with Qualcomm on cloud AI accelerators
Canalys Q4 2023 smartphone chip shipments: MediaTek rose 21% YoY to 117M, Apple rose 7% YoY to 78M, Qualcomm rose 1% YoY to 69M; Samsung dropped 48% YoY to 13M
Google Pixel is coming off of its best-selling year to date, but according to one report, Google shipped fewer Tensor chips in Q4 2023.
Intel CEO Pat Gelsinger says the company's 18A chip design will move into test production by Q1 2024, part of its aims to reclaim chip leadership by 2025
Chipmaker is chasing Samsung and TSMC as Qualcomm and Apple pose fresh challenge — Intel CEO Pat Gelsinger says his company's …