Topic: Chips

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    Imagination Tech Announces Sale to Chinese-Backed Canyon Bridge (Sep 22, 2017)

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    Tesla Reportedly Using AMD Intellectual Property for Autonomous Driving Chips (Sep 20, 2017)

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    Waymo Uses Intel Chips for Autonomous Driving Technology (Sep 18, 2017)

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    Huawei Announces New Chip for Smartphones with AI Capabilities (Sep 5, 2017)

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    Qualcomm Announces Next-Generation AR and 3D-Capable Image Signal Processor (Aug 15, 2017)

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    Qualcomm is Working Closely with Chinese Government to Win Favor (Aug 7, 2017)

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    ★ Samsung Reports Full Q2 Results: Semi and Mobile Drive Growth and Profits (Jul 27, 2017)

    I’ve already commented this quarter on Samsung’s preliminary results, which let us know that it would report record high revenues and operating income. But we had to wait until its final and full results for the quarter were out to know the contributions made by its various divisions, though I’d had a good guess in that first comment. As expected, the Semiconductors division (which includes memory, ASICs, and Samsung’s new separate foundry business) was by far the strongest performer in the quarter, growing 47% year on year and contributing 57% of operating income for the company on just 27% of its revenue. That was driven, as expected, by a combination of market growth and price increases, with memory making up nearly 80% of sales. But the IT & Mobile division, which has been stagnant or declining in recent quarters, also contributed to revenue growth, up 17% year on year, the best in several years. A big contributor was the shift of the company’s Galaxy S launch from Q1 to Q2 this year, which had sent Q1 revenues down 15% year on year but boosted the year on year comparison this time around. Profits and margins, though, were both down on last year in the mobile division, suggesting perhaps because of the expenses associated with the launch shifting from Q1 to Q2 as well, and perhaps because the company is making a big marketing push around one of its most compelling flagships in several years. My bet is that the rest of Samsung’s year will go as well as its first half, based largely on the combination of higher chip prices, growing components shipments, and a big boost from Apple OLED orders for its new phones. Some of those drivers will ease next year, especially if other suppliers are able to ramp up OLED production to help meet Apple’s needs in the next generation of phones, but Samsung’s on a pretty healthy trajectory right now and there’s not much sign of that stopping. The biggest short term question is how it will position the Note 8 that’s due to launch next month, given the increases in usable screen size in the Galaxy S line and last year’s troubles, and how competitive it and the Galaxy S8 will be versus the new iPhones launched a month later by Apple.

    via Samsung (PDF)

    Microsoft Working on AI Chip for Next Version of HoloLens (Jul 24, 2017)

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    Qualcomm Files New Case Against Apple and Asks ITC to Block Import of Intel iPhones (Jul 6, 2017)

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    Samsung Announces IoT-Optimized Exynos processor (Jun 23, 2017)

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    Apple Adds New Claims to Qualcomm Lawsuit (Jun 20, 2017)

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    Google Hires System-on-Chip Lead from Apple (Jun 13, 2017)

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    Intel Fires Warning Shot over x86 Emulation as Microsoft Preps Windows on ARM (Jun 9, 2017)

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    ARM Updates Main Processor Lines, Includes AI Optimizations (May 29, 2017)

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    Apple Hires Senior Qualcomm Engineer as Wireless SoC Lead (May 29, 2017)

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    ★ Apple is Developing a Dedicated AI Chip (May 26, 2017)

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    Samsung Splitting Chip Division Into Foundry and System Units (May 12, 2017)

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    Microsoft Announces Details Around Windows 10 on ARM (May 12, 2017)

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    Nvidia Announces Strong Earnings for March 2017 Quarter (May 9, 2017)

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    Intel Has a Serious Hijacking Flaw in its Chips, PC OEM Patches Coming Soon (May 8, 2017)

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