Intel plans to tap Taiwan Semiconductor Manufacturing Co to make a second generation discrete graphics chip for PCs that it hopes will help it combat the rise of Nvidia.
Samsung Electronics rose the most in almost 10 months after Intel was said to be considering asking the South Korean giant and TSMC to make some of its most sophisticated chips.
Huawei this year will likely see slower 5G business and push further into software, while hoping its smartphones get a reprieve from US sanctions which last year struck the chip-reliant heart of its group, analysts said.
The US is set to add dozens of Chinese companies, including the country’s top chip maker, SMIC, to a trade blacklist on Friday, two people familiar with the matter said.
Makers of cars and electronic devices from TVs to smartphones are sounding alarm bells about a global shortage of chips, which is causing manufacturing delays.
Apple is planning a series of new Mac processors for introduction as early as 2021 that are aimed at outperforming Intel’s fastest chips.
Samsung Electronics is pouring $116-billion into its next-generation chip business that includes fabricating silicon for external clients, betting it can finally close the gap on industry leader TSMC.
Apple on Tuesday introduced a MacBook Air notebook and other computers with the first Apple-designed microprocessor, called the M1, a move that will tie its Macs and iPhones closer together technologically.
Semiconductor designer AMD said on Tuesday it would buy Xilinx in a US$35-billion all-stock deal, intensifying its battle with Intel in the data centre chip market.
Huawei quietly spent months racing to stockpile critical radio chips ahead of Trump administration sanctions, ensuring it can keep supplying Chinese carriers in their $170-billion roll-out of 5G technology.