Analyst Steve Mullane of BlueFin Research Partners said that TSMC is "planning to double the production starts" of Intel's XMM 7360 LTE modem in the current quarter. The analyst says that this "correlates with the timing of the Apple A10 processor production ramp in preparation for the iPhone 7 launch in September.

As it proceeds with a massive restructuring plan announced earlier this month, Intel will exit the smartphone and tablet mobile SoC business by ending its struggling Atom chip product line. The discontinued products include those code-named SoFIA, Broxton and Cherry Trail.

Chief Executive Officer Peter Wennink says most of his customers expect to incorporate EUV by 2019, and he's prepping for orders within the next year. "The industry needs EUV," he says.

Investors don't know for sure how much of Qualcomm's revenue and profits are directly attributable to the iPhone. But analysts have recently estimated that if Intel won 30% to 40% of the iPhone chips, it would reduce Qualcomm's earnings per share next year by 6% to 9%.

Intel is preparing a significant round of job cuts across business units this spring, according to multiple sources inside the company familiar with its plans.

There is increasing evidence that Intel is likely to gain 20%-30% share in the iPhone 7 modem - the first time since 2011 with the iPhone 4 that Intel will be a baseband supplier for Apple.

Intel executive Aicha Evans is leaving the company less than a year into her tenure as head of the semiconductor maker's struggling mobile phone division.

Cybercriminals using "ransomware" are shifting their sights from individual targets to bigger ones, Intel Security Group's Steve Grobman said Monday.

It looks like the Kaby Lake processor isn't a one-off. Intel's latest 10-K filing (spotted at Motley Fool) discloses that the two-phase "tick-tock" development model that the company has been using since 2007 is being replaced with a three-phase model: Process, Architecture, Optimization.

Andy Grove, a technology pioneer credited with helping build Silicon Valley, died on Monday, bringing tributes from across the tech industry.

Having trailed behind both Intel and Nvidia in the PC graphics market in recent years, AMD is preparing to go all in on virtual reality.

"We believe Samsung, despite some recent delays, will still be the first mover to 10-nanometer technology," Mark. C. Newman, a senior analyst at Bernstein Research, wrote in a note to clients Thursday. "TSMC and Intel will soon follow, whereas Globalfoundries can hardly keep up. Samsung can still edge ahead of TSMC."

Morgan Stanley's James Faucette today weighs in on the speculation about whether Qualcomm may lose some share of the baseband modem chip business in Apple's iPhone to Intel, concluding that there's a real chance it will happen, but it doesn't threaten Qualcomm overall.

US chipmakers will feel the sting of the US government's decision to restrict technology exports to China's ZTE. Qualcomm and Intel are both suppliers to ZTE, as is Singapore's Broadcom.

Intel confirmed Thursday that longtime manufacturing chief Bill Holt is retiring, announcing he will leave in June amid an unprecedented transition in semiconductor technology.

I don't expect Intel to roll out server chips built on the company's 10nm technology to roll out in 2017; Intel is expected to introduce its second-generation 14nm server chip family in early to mid-2017. However, if Intel can get the process ramped at high yields during the second half of 2017 with PC-targeted products, it should bode well for a launch of 10nm server processors in the first half of 2018.

The semiconductor industry, which has used the observation made by Intel co-founder Gordon Moore as its target development in recent decades, is now set to abandon the approach.

Intel has disclosed a compensation package that could be worth more than $25 million for an executive recruited from rival Qualcomm who will hold a pivotal position at the chip giant.

Qualcomm is poised to get a crucial stamp of approval for its fledgling push into server chips, a market dominated by Intel.

Samsung's chip capex was $13-13.5 billion last year and will be $11.5 billion this year estimates Srini Sundararajan at Summit Research.