QUALCOMM INC

Apple Is Playing the Long Game With Switch From Qualcomm Modems

Apple Is Playing the Long Game With Switch From Qualcomm Modems

Apple’s move to drop Qualcomm modem chips won’t have a payoff at the outset, but it could set the stage for bigger things later. Also: The company pushes ahead with a tabletop robot; Google’s new Pixel devices show how far ahead it is in AI; and the iPhone payment chip will be opened up to third parties. Source link lol
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China’s SMIC Accelerates Capacity Buildout as Chip War Evolves

China’s SMIC Accelerates Capacity Buildout as Chip War Evolves

Semiconductor Manufacturing International Corp. is expediting its plans to build more capacity as a US-led multinational campaign is putting more restrictions on China’s access to advanced foreign technologies. “Some of our customers have won new opportunities due to geopolitics-induced changes in the supply chain,” SMIC Co-Chief Executive Officer Zhao Haijun told analysts during a post-earnings call on Friday. “We are growing capacity at a speed faster than originally planned.” Source link lol
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