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China has used its industrial development playbook in the past to target and capture markets for solar panels, mobile devices, EVs and consumer electronics.
EE Times
An investigation of Huawei Technologies' latest AI offering has unearthed an advanced processor made by Nvidia manufacturing partner TSMC, suggesting that China is still struggling to reliably make its own advanced chips in sufficient quantities.
Bloomberg
Arm Holdings is canceling a license that allowed longtime partner Qualcomm to use Arm intellectual property to design chips, escalating a legal dispute over vital smartphone technology.
Bloomberg
A number of prominent executives have left Apple in recent years, and some of the others have also followed the process of first narrowing the role to something focused on a single concern or product, followed by actual retirement.
Ars Technica
Indonesia has asked Alphabet's Google and Apple to block Chinese fast fashion e-commerce firm Temu in their application stores in the country so it cannot be downloaded, a minister said on Friday.
Reuters
Qualcomm has in recent days approached Intel to explore a potential acquisition of the troubled chipmaker, a source familiar with the situation said on Friday, in what could be a transformational deal in the sector but faces many hurdles.
Reuters
Chipmaker Broadcom forecast fourth-quarter revenue slightly below Wall Street expectations on Thursday, hurt by sluggish spending in its broadband segment. Despite a sharp rise in orders for its artificial intelligence chips, shares fell nearly 5% in extended trading.
Reuters
Samsung Electronics' biggest workers' union in South Korea said on Wednesday it will continue a strike indefinitely, stepping up its campaign against the tech giant for better pay and benefits. To boost participation, the union said it plans to hold advertising campaigns at cafeterias inside chipmaking plants producing 8-inch wafers and high bandwidth memory (HBM) chips that are in high demand for use in AI processors.
Reuters
MediaTek is developing an Arm-based personal computer chip that will run Microsoft's Windows operating system, according to three people familiar with the matter.
Reuters
Huawei's latest high-end phone features more Chinese suppliers, including a new flash memory storage chip and an improved chip processor, a teardown analysis showed, pointing to the progress China is making towards technology self-sufficiency.
Reuters
China passed a law on Friday strengthening its trade defence capabilities as the United States and the European Union take aim at Beijing over excess industrial capacity.
Reuters
The company said that demand for its smartphones dropped by more than 10% in the first three months of this year, while overall sales fell in every geographic region except for Europe.
BBC News
Unionized workers of Samsung Electronics have voted in favor of a strike after failing to reach a deal on wage hikes with management, according to industry sources. Wage negotiations between management and labor broke down in February after rounds of talks over this year's wage increase.
The Korea Times
With Vision Pro out the door and the recent cancellation of work on a car, it's becoming crystal clear that Apple is shifting huge resources into its forthcoming introduction of something like generative AI (genAI).
Computerworld
Self-healing machines are becoming a reality, one generative AI (genAI) fault diagnosis tool at a time; one day, even your iPhone will tell you when it thinks it has a problem.
Computerworld
Although economic factors are the main reason for tech layoffs, many companies are citing the race for artificial intelligence as a factor, as they are shifting resources to focus on AI talent.
Bloomberg
Soaring appetite for Huawei's artificial intelligence (AI) chips coupled with manufacturing constraints has forced the Chinese tech giant to prioritise AI and slow production for its premium Mate 60 phones, people familiar with the matter said.
Reuters
Ericsson said it expects further decline in 5G gear demand from mobile operators this year after beating fourth-quarter operating profit expectations on Tuesday helped by software sales.
Reuters
The crises that have brought supply chains to their breaking point have highlighted an urgent need for change. This will result in a far more robust and balanced framework for global trade and manufacturing.
Bloomberg
It's getting harder-both technically and financially-to make semiconductor chips smaller. The fight for chip tech supremacy has begun to migrate into a new area: how to package chips together to achieve better performance.
Wall Street Journal
Foldables are barely 1% of the market, but that's not stopping anyone but Apple.
Ars Technica
Apple has been interested in graphene for thermal management for some time, filing patents related to its exploration of the material for heat dissipation in portable devices.
Mac Rumors
Chip technology design maker Imagination Technologies plans to lay off 20% of the company's staff, according to sources familiar with the matter.
Reuters
There are four primary "buckets" of node sizes of wafer fabrication: below 11nm, 11-19nm, 20-64nm, and 65nm and above. Each serves a unique purpose and application. After the most recent chip shortages, inventory is rebalancing across the market. Semiconductor manufacturers have shifted their production strategies and are reconsidering which node sizes to focus on.
EE Times
Japan's Kioxia on Tuesday reported a JPY100.8 billion (US$664.5 million) operating loss in the second quarter as earnings were hit by a slump in demand for memory chips used in smartphones and personal computers (PC).
Reuters
Beijing dropped a bombshell when it unveiled a tax and land-use probe into the world's largest assembler of iPhones.
Bloomberg
The world's chipmakers are failing to meet an international target to achieve net-zero carbon emissions by 2050, experts told EE Times. The first milestone is for emissions to peak in 2025 and steadily fall, one said.
EE Times
Chinese companies have emerged as the top suppliers in the automotive display market in the first half of 2023, extending their dominance in the displays industry after also dominating the TV and smartphone display markets.
Company release
They included a unit of Taiwanese chip material reseller Topco Scientific and a subsidiary of Taipei-based L&K Engineering, according to a Bloomberg News investigation. Across town at another Huawei-affiliated site, Bloomberg identified workers from a subsidiary of construction specialist United Integrated Services (UIS).
Bloomberg
Apple has identified the causes of an overheating problem with its latest iPhone series, including a software bug and using certain apps.
The Guardian
Apple's chief executive Tim Cook said the firm wants to hire more staff in the UK, in contrast to redundancies seen across the tech sector.
BBC News
As the iPhone 15 arrives in stores on September 22, Apple Store staff across France will go on strike over pay.
Apple Insider
Apple's new iPhone 15 series experienced a surge in advance orders when pre-sales started on Friday. However, buyers noted that obtaining the new phones is not as challenging this year compared to previous years.
Global Times
The Korean maker says it hasn't worked with Huawei since sanctions.
Bloomberg
The significance of the latest phones made by China's Huawei has been overstated.
Barron's
Restrictions on foreign devices are the latest step in Beijing's campaign to reduce reliance on overseas technology and could hurt Apple's success in the country.
Wall Street Journal
A new smartphone from Huawei Technologies has reignited debate over chip technology and China's ability to skirt US-led curbs. In reality, last week's release of the Mate 60 Pro shows that the success of sanctions is painted in shades of grey, with the true impact yet to come.
Bloomberg
Five Apple models were in the top 10, and Samsung smartphones occupied the remaining five.
Company release
Germany is determined to remove any systems from its telecoms networks that might pose a security threat, regardless of cost, in a remarkable reversal of the country's stance from just a few years ago.
The Register
Xi Jinping wants them to focus on the party's goals. Many cannot see why they should.
Economist
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